Creating a Distributor
A distributor is a vendor contact type that is needed to use the distribution module. Distributors are the individuals who travel on your routes and drop off your publications. Once created, a distributor can be assigned to a location, and you can search for the location by distributor. The system will require at least one distributor before you can create a location and start setting up your route sheets. To create a distributor, follow the steps below.
Navigate to Contacts > Vendor Contacts, then click Add Vendor Contact. In the popup, choose ‘Distributor’ for the Type field.
You will need to fill out all of the required fields to create your distributor, including vendor, first and last names, and email. You can also add an address, phone number, a copy of their W9, and an application, if you wish.
You can find all of your distributors by using the type filter on the Vendor Contacts search page.
With your distributor(s) created, you can now start creating locations and managing your route sheets.