The type you choose for a CRM Account affects:
Which activity the partner can be selected for (such as receiving inventory or collecting lab results).
What information you need to provide about them.
What a sales order's type will be (wholesale, intra-industry, etc.) when selected as the recipient.
And consequently, which SKUs can be added to the sales order. Only SKUs whose sales class matches the order's type can be added to it.
Here are the account types:
Type | Purpose | Sales Order Type |
Patient | Caregiver information can be associated with this kind of account. | Patient |
Retailer | For dispensaries. | Wholesale |
Distributor | For wholesalers. | Wholesale |
License Holder | For processors. Can be chosen as a recipient of sales orders and for processing jobs (when working through the drying, distilling, or extracting stage of certain batch plans). | Intra-Industry |
Recreational Consumer | For any non-patient individual you directly ship to. | Recreational |
Researcher | For any R&D facility you ship to. | Intra-Industry |
Supplier | For any facility you receive inventory or supplies from. | (Cannot sell to supplier) |
Lab | For any facility you send samples to for QA testing | (Cannot sell to lab) |