Principal
A principal: the company whose products a distributor represents.
What it is for
A principal is a code and a name. In the standard configuration only a CRM lead picks it; no item field names a principal.
Every field in plain words
| Field | What it means | What to put |
|---|---|---|
| Principal | The short code. | Cannot be changed once saved |
| Name | The name shown in lookups and on documents. | A clear name |
| Block | Marks the record as blocked. | Tick to retire it |
How to configure it
There is nothing to configure beyond the fields above. Which fields are shown, required or hidden can be changed per company by the consultant in the screen configuration.
Scenarios
- A pharmaceutical distributor tracks leads per principal. Make one record per principal and pick it on each lead.
What it is connected to
- Lead - a lead names its principal
If something looks wrong
- "... can not be empty" on Save. The code is missing. Type a code.
- "... already exists" on Save. Another principal already uses this code.