Manage Distributors

As a sales manager or a sales administrator, enable the distributor option while creating accounts, associate price books and assortments, and map the account-distributor relationship.

To create a distributor, create an account and enable the Distributor option.

You can source products from an account or its distributors. Here's how you can create a distributor.

1. Go to Distributor > Create.

   Specify the distributor name, phone, and other details.

2. Select the owner from the available list.

3. Click Save and Close.

4. From the distributor summary page, click Accounts.

   Search and associate an account to the distributor. You can directly add multiple Accounts to the Distributors from Accounts > Add.

5. Click Save and Close.

To map accounts and distributor relationship:

1. Go to Account Distributor Relationship > Create.

   Specify the account distributor relationship name and select the owner from the available list.

2. Select and associate the price book, distributor, and account from the available list.

3. Click Save and Close.

While adding an assortment line to an assortment, you can specify the distributor for the product. You can add same products from multiple Distributors to an Assortment Line. Do not select any distributor, when the product is from a company outlet.

Note:

Remember, you can add a product from a Distributor in assortment line only once. Don't add same product from the same distributor more than once to avoid errors such as The product that you selected was already included in the assortment.