- Distributors.
Distributors, or wholesalers, are the entities who er direct the orders to. It is important they are set up correctly because they tie directly into the Order output setting you just set up.
You should add all of your own or partnered distributors and its networks of distribution centres as branches. - Setup Destinations.
For each Distributor, you need to choose its destination method as either Email or FTP.
Once you have defined the method, you need to configure each branch to specify where to transmit the order lines. - Distributor Accounts.
You have the choice of uploading Distributor Account Numbers to your customer Accounts if you have them.
If you choose "No, Skip this step", you have completed adding Distributors and can move on to adding products into Perenso. - Export Account List.
A Excel file will be generated and exported containing all of your Accounts so you can add in their Distributor Account Numbers.
Once you have populated the Distributor Branch and Distributor Account Number columns as required, then proceed to the next step.
If you have multiple Distributors, they will appear on separate tabs in your Excel file.
Caution: We strongly recommend that you do not change the order of columns in the exported file otherwise the import may experience undesired results. - Upload Distributor Accounts.
Upload the completed Excel file with the Distributor Account Numbers.
If you have multiple Distributors and wish to import more than 1 sheet, you can do so after the first one has been completed. - Field Mapping.
Fields will be automatically mapped so there is nothing for you to do here other than check that the data is correct.Fields will be automatically mapped so there is nothing for you to do here other than check that the data is correct.
The Source Field and Field Type must be matching otherwise the import will be incorrect. If they do not match then you need to fix your Excel file and go back to the previous step to re-import the updated file. - Data Check.
- Run Account No. Import.
Once the import is complete, distributors will have been successfully added into Perenso.
Next stage, adding products.