Manage parent-child relationship
Section Content
Manage parent-child relationships - overview
If your company deals with companies with franchises or multiple branches, you might want to configure parent-child relationships in Visma Net between the customer accounts that represent these companies.
About setting up parent-child relationships
In this topic, you will read about how to set up a parent-child relationship between customer accounts when you create these accounts.
About balance consolidation
The balances of child customer accounts can be included in the balance of the parent customer account.
About credit policy application
You can decide whether to apply the credit policy of the parent account to the new sales orders and invoices of the child accounts.
About removing relationships
The structure of companies may change over the time, and such changes need to be reflected in the customer accounts in the system.