ENTITIES: I wish to manage my entities
Navigation between entities
To navigate between your various entities, you can use the sidebar at the top left of your screen. There, you will find a tree structure of all the entities you have access to.
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 Your personal space is also automatically bookmarked. You can pin your favourite entities to the top of the sidebar. You can browse the various entities by clicking on them. Once you have found the desired entity, you can open it by clicking on this button. |
You can use these entities to represent a large number of environments such as:
- Your end customers (scroll down)
- Your distributors if you are a manufacturer (scroll down)
- Your suppliers if you are a distributor (scroll down “Manufacturers”)
- Your customers sorted by industry
- Your geographical areas
- Your agencies (scroll down RED’s Paris and Lyon agencies)
Creating an entity manually
Let’s take a concrete example: You sell PPEs in two countries: France and Germany.
Entity 1 |
Entity 2 |
Let’s create together the “EMEA” entity, which will regroup all your European countries. (Configurator / Entities / Create an entity). We specify its name (EMEA), and add a description (Europe Middle East Africa). This entity has no “parents”, i.e. you do not wish to link it to another entity. Nor is it a private entity, because you want to share it with collaborators in your company. If you wish, you can add an image to illustrate it. There we go: the “EMEA” entity has been created. In this entity, you can group all the European countries in which you sell your products.
Let’s start by creating the country “France”. You can do it using the configurator (as you just did for the “EMEA” entity) or directly from the parent entity (in this case the “EMEA” one), by clicking on “Add an entity”. You provide a name for the new entity (France), a description, and thus create the entity. If you wish, you can add an image to illustrate this entity. You can attach the official catalogue of all blue, white and red products you sell in France (see below “Attach an official catalogue to an entity”). You have now created a product perimeter for France and you have a catalogue of blue, white and red products sold in France. The search tool comes with an automatic filter limiting your searches to the products you want to sell in France.
Doing the same thing for Germany, you now have 2 distinct environments, with 2 distinct sales plans, and 2 distinct selection guides.
We could keep going and create other countries. We could also easily create new entities under France or Germany, to distinguish between each French region and each German Land for instance.
Creating your entities automatically and at scale through data import
You may have dozens of agencies, countries, sales plans and have been managing them long before using our services. To avoid any data duplicates, we are able to synchronise with your current tools to accurately reproduce your environments. This also means your environments are updated with each change in your current systems. You will find the procedure to follow here. Each of your sales areas will have the right environment readily at their disposal.
Attaching an official catalogue to an entity
The first thing to do when setting up an entity is to define its product perimeter. To do so, you can attach one or more catalogues that contain all the products within its perimeter. This can be done from the entity configurator page (Manage Official Catalogue or Attached Catalogue) or from the entity’s home page by clicking on “Add a Catalogue”.
You can add 3 types of catalogues to an entity:
- A catalogue that already exists as an attached catalogue (Add an existing catalogue)
- A catalogue that already exists as an official catalogue (Add an existing catalogue as an official catalogue)
- Create a new catalogue that will be added to the entity (Create and add a new catalogue)
Adding an official catalogue allows you to highlight said catalogue. This entity’s children also benefit from this official catalogue if they do not have one themselves. This means a country’s official catalogue automatically becomes the catalogue for the country’s regions, unless these regions already have their own official catalogue.
Changing the parent of an entity
As your business grows, you might need to create a new entity to represent the Europe Middle East Africa zone (show EMEA entity). If you wish to attach “France” and “Germany” to this entity, go to your “France” entity / Configurator / Rename / Change the parent, and then select “EMEA” as the parent entity.
Sharing an entity with another user within the company
The benefit of an entity is that once it faithfully represents an environment, it can be shared with all the people concerned. This can be done when creating an account, when defining a user’s main entity, and at any other time by adding a member to an entity (Entity / Configurator / Members / Manage / Add).
Managing the main entity
The main entity opens by default each time a user logs in. It is defined as such by the platform’s admin. Each user can select another default entity from “Profile” / “My account”.
(Beta) Sharing an entity with a partner outside the company
Stay tuned...