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Telus TPM Documentation

company_grouping

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Admin: Company Admin: Company Grouping Admin


The Company Grouping is broken out into two screens:

The Company Grouping Definition Admin is where the Groupings are defined and organized into a company grouping hierarchy.

The Company Grouping Association Admin is where the Companies will be added to the previously defined Groupings.


Company Grouping Definition Admin

This is where you build out the groupings in your Company Grouping Tree. Just click add and enter in the Grouping Description, Grouping CD, select a Company Type, set it as Active/Inactive and Save. By default, the Company Grouping Type will set to Custom. After Save, the Company Grouping Type column can be updated to either Parent or Buying Group - only one company can be set to Parent and only one company can be set to Buying Group.

This is the place where you can group together other locations. This helps build out your Buying Groups, Corporate Headquarters, GPO's, Management Companies, etc. Here are a few examples:

Example 1: You just finished setting up 70+ Sysco Opco's and now want to group them all together under a parent called Sysco Corporation. Now you can set up a deal with Sysco Corporate or any one of the local locations.

Example 2: You want to set up the following chains: Outback Steakhouse, Bonefish Grill and Carrabba's. You also know they are all owned by the corporate entity of Bloomin Brands. So you set up Bloomin Brands and then link the 3 other operators to Bloomin Brands. Now you can set up a contract with Bloomin Brands that covers all three entity's or you can set up separate contracts.

Example 3: UniPro is a Distributor Buying Group that is represented by many small independent or regional chain distributors. You want to set up deals with UniPro but also need to set up deals with the independents and regional chains. Let's go with Ben E Keith first. Here you can set up the 10ish Ben E Keiths, then a BEK Corporate entity. Link the 10 locations to BEK Corp. Then link BEK Corp to UniPro. Now you can set up a deal with any of the 10 local Ben E Keiths, or with BEK Corp. or with UniPro.

company_grouping.1443025935.txt.gz · Last modified: 2015/09/23 16:32 by lisa.maloney