How-To Create A New Distributor Record
- Go to Records>Distributor>Records.
- Click the command button New on top bar.
- Specify record, either by selecting the provided number or creating your own.
- Add information- Name, Ship to, Warehouse, Tax Area, and Price Like.
- Click the command button Save on top bar when finished.
Additional information about the selected distributor may be added here. This information includes any flags and settings, instructions for delivery, and any commission rates for the district and account manager.
In this panel it is possible to add contacts for the distributor.
Any notes about the distributor may be added here.
Price Books Panel
In the Price Books panel, specific price books may be tied into the distributor (see Price Books]).
Special Prices Panel
Any special prices may be added to the distributor here.
Any Authorized products may be added to the distributor here.
This panel lists any customers associated with the distributor.
Any rebates for customers or items may be added to the distributor here.
Ledger Rules Panel
In this panel it is possible to edit the ledger rules for the selected distributor.
[see Sales Analyzer.]
Can Buy Panel
The can buy panel lists any any items the distributor is allowed to purchase.
This panel shows any reports related to the distributor. The selected report can be changed under the report segment in the bottom box and by the time period. The reports shown here can be sent to both the printer and excel. For more information, see Reports Panel.