How do I Create a New Distributor?

The Distributors app allows you to easily organize your distributor contact information, and schedule activities related to the distributor.

Steps to Create a Distributor

1. Log in and access Distributors app from your universal navigation menu bar. 
2. Click on “Create Distributor” from the left navigation panel.
   
3. You can view "Create Distributor" page, in which provide:
   • Name – Name of the distributor.
   • Distributor # - This is an auto generated or manually entered number to identify distributor. You can customize through Settings -> General -> Distributor Number Generation.
   • Email – Email address of the distributor.
   • Category – Category of the distributor. Create a new category through Settings -> Distributor Categories -> Create.
   • Phone – Phone number of the distributor.
   • Mobile – Mobile number of the distributor.
   • Sales Rep – Name of an employee
   • Fax – Fax of the distributor.
   • Skype – Skype id of the distributor.
   • Fill in the additional and address information.
     
     
4. Click on “Create” button to complete. 
5. You can view the created distributor as shown in the image below:
   

Related Links

• Create message templates
• Create markets
• Create a category