Managing Parent and Child Customer Accounts

Trainer: David Joyce
Feature: Parent-Child Customer Relationship Management
Platform: Turbo Inventory (Cloud)

? Overview

Turbo Inventory now supports assigning parent accounts to customer records, providing flexible invoicing, centralized balances, and automated document routing for multi-location or multi-entity clients. This training outlines the three levels of configuration and use, from simple setup to automated invoicing flows.

?️ Option 1: Simple Parent Account Assignment

? Use Case

You want to maintain separate balances for each child account, but show the parent company information on the invoice.

? Setup

1. Navigate to Customers → Edit Customer

2. Enter the Parent Company in the new Parent Customer field

3. Save changes

? Behavior

• Sales documents (Invoices, Quotes, Proforma Invoices, Credit Notes) can be created against the child account as usual

• You maintain individual balances for each child

• Invoices will continue to show the child account details unless customized

? Optional: Update Invoice Template to Show Parent Info

1. Go to Settings & Tools → Report Designer

2. Open your invoice template (e.g., sales_invoice)

3. Replace fields with parent-specific tags:

   • ParentCustomerCode

   • ParentCustomerName

   • ParentCompanyName

   • ParentCustomerAddress

4. Save the template

✅ If the customer does not have a parent, their own details will be printed as usual.

? Option 2: Use Delivery Locations (Alternative Method)

• You can use delivery locations as a way to reflect branch/child structures

• Assign delivery locations under a single parent account

• All document activity and balances stay with the parent

Ideal when you don't need to manage balances at the individual child level.

? Option 3: Auto-Assign Invoices to Parent Accounts

? Use Case

Create quotes, orders, or work for child accounts, but automatically invoice the parent account for centralized billing and statements.

? Setup

1. Go to Settings & Tools → Advanced Configuration → Customers

2. Enable:

   • “When creating a document (Sales Invoice, Proforma Invoice, Quote, Credit Note), auto-assign it to the customer’s parent”

? Existing historical documents are not affected.

? Behavior

• Documents are created under the child, but the system automatically re-assigns them to the parent account for invoicing

• A note is added to each invoice referencing the original customer

• All balances and payments go to the parent, but users can continue working with child accounts directly

? Reporting & Visibility

• Invoices created through child accounts are tracked against the parent when auto-assignment is enabled

• You can easily filter and view:

  • All documents created per customer

  • Parent-child relationships in reports and external views

• Custom statements can be adapted to show all child activity under the parent

✅ Summary of Options