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What can a distributor user do in the Console?

Last Updated: June 2024

A distributor user in ConnectSx is a bit different than Sales or Admin users.

  • Sales users predominantly use the mobile apps and only have control over their own inventory and cases.

  • Admin users typically use the Console and have control over all inventory and events in the account.

  • Distributor users have more opportunity to use both systems in tandem and also have control over their own inventory and cases, but also over the inventory and cases of the reps in their distributor group.


This article explains what features and functionality Distributor users have in the Console and how the functionality available to that role is distinct from that of the sales role.

Dashboard

  • The dashboard of a distributor user appears the same as the sales user’s dashboard, but it will reflect the statistics of their account activity as well as the activity of their associated sales users.

Events

  • The Events screen will display Events scheduled by the Distributor as well as Events scheduled by their associated sales reps.

  • The distributor can make changes to any event available to them, whether they scheduled it or it was scheduled by one of their associated sales reps.

Inventory

  • The distributor will see all inventory in their custody as well as the inventory in the custody of their associated sales reps.

  • The distributor will be able to make changes to and transfer inventory in their custody as well as inventory in the custody of their associated sales reps.

  • If the Organization Admins have enabled the use of this setting, distributor users may be able to share inventory in their custody with their associated sales reps, essentially allowing the distributorship to pool inventory. If this setting is enabled, all inventory in the distributor’s custody will be available to their associated sales reps to transfer or use in an event.

  • The distributor may also act on behalf of their associated sales reps when accepting a transfer of inventory into the sales rep’s custody (or declining a transfer).

Users

  • The distributor will see their account as well as the accounts of their associated sales users in the Users section.

  • The distributor will be able to modify some of the account details of their associated sales users, including the contact information, shipping address, additional contacts, commission rate, sales targets, and assigned manufacturers.

Reporting

  • Distributor users can now access the case report and inventory exports, sales reporting is on the way!