The creation process of Distributor is as follows:
Navigation: Menu > Distributors App > Distributors Listview > Create (+)
Note: The fields which are in star mark are mandatory in the creation screen
The creation process for Distributors are of two types
- Company
- Individual
Create Distributor
| Field Name | Description | Mandatory |
| Distributors Details | ||
| Company | The authorized employee working under a registered firm | – |
| Individual | If the person is a one time/walk-in can be considered as an individual Distributor | – |
| Company Details | ||
| Company Name | Enter the name of the company | Yes |
| Phone Type | Select the phone type from the list | No |
| Number | Enter the phone number of the company | No |
| Company Email | Enter the email Id of the company | No |
| Contact Person Details | ||
| Contact Person Name | Enter the contact person name of the organization. | Yes |
| Designation | Select the designation of the contact person from the list | Yes |
| Contact Number |
Enter the contact person mobile number. Verify: If users click on verify, the OTP will be sent to the given contact mobile number. |
Yes |
| Enter the contact person email Id | No | |
| Branch | Select the branch name from the list | Yes |
| Credit Limit Details | ||
| Credit Limit Type |
Select the Credit Limit type as : Automation: The credit limit will automatically be given by the system based on the rule. Manual: Users can enter the credit limit value. |
No |
| LoB Tags | Click on the checkbox to assign required LoB tag, users can add multiple LoB tags to the Distributor | Yes |
| Address Details | ||
| Add New Address | By clicking on Add New Address, user can view address creation page | |
| Address Name | Enter a quick identification name for the address. | Yes |
| Pin Code | Enter the pin code of the address. | No |
| City | Select the city from the list to the address. | Yes |
| Landmark | Enter the landmark for the address to quickly identify. | No |
| GSTIN | Enter the GSTIN number of the company | No |
| Capture GPS Coordinates | Using mobile, the users can capture the exact location of the vendors by enabling Capture this location checkbox. | No |
| Description | Comment or enter short notes about the distributor | No |
Apply all the details and click on Save