Distributor Management

Modified on Wed, 18 Aug, 2021 at 1:37 PM

Highlights

∙ How to create a new distributor in Field Assist Web Portal?

∙ How do I edit existing distributor information in Field Assist Dashboard?

∙ How do I deactivate a distributor in Field Assist Web Portal?

∙ How do I attach or detach Distributor and Beat?

∙ How can I register a distributor for Field Assist Dashboard login access?

Brief on Important Terms Used

1. Stockist Type – There are 3 stockist types available and used in the system. (i.e.) Stockist, Sub Stockist, Super Stockist

2. Beats Mapping – Attaching or Detaching a distributor from a beat

Steps To Be Followed

Company Settings – Distributor Management

As shown in below image

Create New Distributor- Stockist Type

1. Once you click on Company Settings – Distributor Management option, it will take you to distributor creation page

2. Click on +Create Button

3. A page will open and it will ask you to fill basic information of new distributor to create new one

4. Have to fill compulsory fields (with*symbol) like Name, Stockist Type (select Stockist), Region of a new distributor

Contact Number

should be 10 digit

number

5. Other information like Contact number, Email id, Place, Address etc. can be given

6. After filing out the basic information hit on Submit button to create new distributor

Create New Distributor- Sub Stockist Type

1. Once you click on Company Settings – Distributor Management option, it will take you to distributor creation page

2. Click on +Create Button

3. A page will open and it will ask you to fill basic information of new distributor to create new one

4. Have to fill compulsory fields (with*symbol) like Name, Stockist Type (select Sub Stockist), Super Stockist, Region of a new distributor

Contact Number Note – While creating a new Sub Stockist if Super Stockist is already available in the system, then simply select the Super Stockist name in the create page.

Or else then create the Super Stockist in the system first and you can start Sub Stockist creation process

5. Other information like Contact number, Email id, Place, Address etc. can be given

6. After filing out the basic information click on Submit button to create new distributor

Create New Distributor- Super Stockist Type

1. Once you click on Company Settings – Distributor Management option, it will take you to distributor creation page

2. Click on +Create Button

3. A page will open and it will ask you to fill basic information of new distributor to create new one

4. Have to fill compulsory fields (with*symbol) like Name, Stockist Type (select Super Stockist), of a new distributor

Contact Number should be 10 digit number

5. Other information like Contact number, Email id, Place, Address etc. can be given

6. After filing out the basic information hit on Submit button to create new distributor

Edit Existing Distributor Data

1. Once you click on Company Settings – Distributor Management option, it will take you to distributor edit page

2. Use Name Search Field or ERP ID Field to find the respective distributor to make the change

3. Click on Edit button of an existing distributor, a window will open with existing information available in the system

4. Make the required changes to the data and click on Submit to save

Deactivation of Existing Distributor

1. Once you click on Company Settings – Distributor Management option, it will take you to distributor edit page

2. Use Name Search Field or ERP ID Field to find the respective distributor to deactivate it

3. Click on Deactivate button

4. You will get message asking you to confirm the action; click on Confirm to deactivate the distributor

Registering a Distributor for Field Assist Dashboard Access

1. Once you click on Company Settings – Distributor Management option, it will take you to distributor page

2. Use Name Search Field or ERP ID Field to find the respective distributor

3. Click on Register button, you will get pop up message saying registration is “Successful and Account created and User Attached. Check your email for instructions”

4. You can ask the distributor to check the email account for email from Field Assist to setup login credentials and can start using dashboard

Note – Distributor can access the Field Assist dashboard for only the reports that you assign them in the Field Assist Web Portal

Distributor Beat Mapping

1. Once you click on Company Settings – Distributor Management option, it will take you to distributor page

2. Use Name Search Field or ERP ID Field to find the respective distributor

3. Click on Beats button, it will take you to new page where respective distributors can be mapped to the beats

4. Click on Create Button, it will ask you to select the distributor name and beat name, click on Submit button to complete the mapping

Note – Beat mapping will apply only for Stockist

View Details of Existing Distributor

1. Once you click on Company Settings – Distributor Management, it will take you to distributor details page

2. Use Name Search Field or ERP ID Field to find the respective distributor

3. Click on View Details button to look at the details of the distributors

4. Distributor information will look like this as shown below

Distributor Beat Detach

1. Once you click on Company Settings – Distributor Management option, it will take you to distributor page

2. Use Name Search Field or ERP ID Field to find the respective distributor

3. Click on Beats button, it will take you to new page where respective distributors can be detached from the beats

4. Click on Detach Button to complete the detaching process

Reactivate Inactive Distributors

1. Once you click on Company Settings – Distributor Management option, it will take you to distributor page

2. Click on Show Inactive field on top

3. You will get the deactivated distributors along with active ones in the system

4. Click on Activate button to reactivate the respective distributor

5. Now the distributor will be activated in the Field Assist Web Portal

FAQ’S

1. How to create a new distributor in Field Assist Web Portal?

Answer - Click on Company Settings – Distributor Management option, it will take you to distributor creation page. Click on +Create button to create a new distributor by filing the basic details.

2. How do I edit the existing information of a distributor in Field Assist Web Portal?

Answer - Click on Company Settings – Distributor Management option, it will take you to distributor creation page. Click on Edit button beside to respective existing distributor and make the necessary changes, click on Submit button to save.

3. How do I attach a new distributor to a beat?

Answer - Click on Company Settings – Distributor Management option, it will take you to distributor page. Click on Beats button, it will take you to new page where respective distributors can be attached to the beats. Then click Create Button, it will ask you to select the distributor name and beat name, click on Submit button to complete the mapping.