How do I create and manage customer master data?

To map client, product, and tenant structures in Mercury, you use what are known as categories. You store all important master data for media planning in these categories. This article gives you an overview of the most important tasks.

Important Note: To manage customer master data, you need the appropriate permissions. If you have any questions, please contact your administrator.

Checklist for Managing Customer Master Data

The following areas are crucial for proper master data maintenance:

• The Category Tree: The foundation for everything. Here you create the hierarchical structure of your clients and products.
  More on the introduction to the category tree
• Roles and Permissions: Define exactly which users can see and edit which data.
  More on roles and permissions
• Billing Data: Store billing addresses and information that will be used for future bookings.
  More on billing data
• Contract Data (Agency Fee/Discount): Save client-specific agreements such as agency commissions (AE) or cash discounts.
  More on contract data
• Fees: Create various fee models needed for the cost calculation of your campaigns.
  More on fees
• Technical Components: Manage costs for external systems like ad servers or tracking tools.
  More on technical components