Transfer Orders
Transfer orders are orders that are fulfilled by wholesalers.
Two types of wholesalers are supported. Veeva recommends using Account Partner Wholesalers to utilize linking price books to wholesalers, wholesaler priority, and wholesaler best list price.
- Account Partner Wholesalers – Wholesalers are created and connected to the order account through account partner records with object type = wholesaler__v. For more information, see Wholesalers.
- Affiliate Wholesalers – Wholesalers are created as account records with object type = wholesaler__v and connected to the order account through affiliations.
Who can use this feature?
- Browser, iPad, Windows Users
- Users do not require an additional license
- End Users
Configuring Transfer Orders for
End Users
To configure this feature:
- Ensure Configuring Order Management is complete.
- Grant the following permissions:
Object
Object Permissions
Object Types
Fields
Field Permissions
order__v
CRED
transfer__v
n/a
n/a
order_line__v
CRED
transfer__v
n/a
n/a
To enable transfer orders for specific accounts, see Enabling Orders for an Account.
