Telus TPM Documentation
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Admin: Company Admin: Company Grouping Admin
The Company Grouping section is broken out by Company Grouping Type:
Parent Groups
Buying Groups
Custom Groups
And each Company Grouping Type is also broken out into two sections:
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.
First define the groupings on the definition section and then add companies using the association section.
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, set it as Active/Inactive and Save.
(Note: the Company Type is non-editable for companies which are below another Grouping Description in the hierarchy.)
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:
Parent Grouping Example: 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.
Custom Grouping Example: 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.
Buying Group Example: 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.
On the right hand side you then build out the Company Grouping Hierarchy. To move a company from the grid to the hierarchy, just left click and drag the grouping into any other grouping to build the actual hierarchy.
You can build out as many levels of the Company Grouping tree as you like. Don't forget to click Save!
Company Grouping Association Admin
To add Companies to the Company Groupings previously defined, navigate to the Company Grouping Association Admin screen. The grid will display all Companies. The first column indicates if a company is a member of a grouping. If false, the company is not yet assigned to a group. If true, the company is assigned to a group - select a company row and the company grouping hierarchy on the right will display where that company is in the hierarchy.
To add a company, select the company and drag it to the appropriate place in the hierarchy. In the example below, Allen Foods is being added to Test Group 4A.
Don't forget to click Save after making changes!
