2. Create a Sales Organization

To create a new sales organization that supports the Account object:

  1. Go to the Sales Organizations tab and click New.

  2. Specify the following:

    • Sales Organization: enter the organization’s name. For example, Default Sales Org.

    • (Optional) External Id: fill out in case of the inheritance of segmentation from the customer ERP.

    • Sales Point: select Account.

      Use the Retail Store option to work with the standard object from the CG Cloud managed package.

    • If needed, select the Turn Off Closed Orders Duplication checkbox.

      Creating a Sales Organization Summer 21

  3. Click Save.

The sales organization is created.

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