The Distributors page is where you can view a list of your current distributors, edit a distributor’s information, and create new distributors. You can also add credit notes here to keep a running total of the amount of credit you have with a distributor.
TIP: Alternatively, you can add credit notes at the inventory level, through the Purchasing > Refunds tab, or in Inventory Control when an item is returned or destroyed.
To get to the Distributors page, navigate to Inventory > Purchasing, then select Distributors from the tabs shown across the top of the screen.
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Distributors
This page contains a table with every distributor that has been added to your portal.
Navigating Distributors
Each row shows details about the distributor, such as the outstanding balance owed to that distributor and your credit balance with that distributor.
To narrow down the list of distributors, in the upper right corner you can enter a search term or filter by ‘Active’ or ‘Inactive’ distributors.
Adding a Distributor
Tap the + sign in the bottom right corner of the table to add a new distributor.
View/Edit a Distributor
On the Distributors page, tap on a distributor’s row to open its distributor card. From here you can view or edit information about the distributor.
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Distributor Card
The distributor card is where you view and store information about a specific distributor.
Distributor Details
This section covers all the basic information about a distributor, such as name, contact information, payment information, and delivery details.
Use the ‘Active Distributor’ toggle to change the status of the distributor. Active (toggle on) distributors will show as an option to select when you create a new invoice. Inactive distributors will not.
Licenses
In this section, you can add information about a distributor’s license (license number and expiration date) and attach documents (such as a copy of the license).
Representatives
In this section, you can keep track of who you communicate with at the distributor by adding them as a representative. This also comes in handy on the Refunds page; when you hover over the distributor's name, you’ll see their representatives’ contact information and you can click on their email address to begin drafting an email.
Invoices
This is a log of every invoice that has been created for this distributor.
Use the search or select a date range to narrow down the results.
Tap on an invoice number in the list to open that invoice.
Credit
This is a record of any credit notes that have been added to this distributor.
At the top of this section, is your available credit balance with this distributor.
To create a new credit note, click the blue + button to the right of your balance.
To revert a credit note, click the revert icon to the right of the 'Balance' column.
A credit note acts as an IOU from the vendor that can be redeemed for a refund or applied as a payment towards the outstanding balance on a separate invoice for the same vendor.
NOTE: Credit notes can also be added at the inventory level, through the Purchasing > Refunds tab, or in Inventory Control when an item is returned or destroyed.
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