Confirm Distributor
- Selected Distributor
The distributor is normally selected automatically to use either the customer's default account or the one chosen while opening the Order work item - unless the product is not available through that supplier then a valid one will be appointed instead.
Regardless of this, you can change which distributor account to use per order line by pressing on the Distributor drop-down field on the top right corner, then choose an existing account and press OK.
Any existing account numbers associated with the selected distributor should be listed and one must be selected for the correct price list to load.
NOTE: Distributor accounts are linked to a price list so when you are selecting one, you are actually choosing a price list to load. No Distributor Account
For products that are not available through any of the customer's distributor accounts, you will be required to add one that it can be supplied through.
Notice how the delivery and keypad are disabled because the product cannot be ordered at this point until a valid distributor is used.
Adding a Distributor Account
If the distributor account you need is not listed, then it can be added by:
- Press on No Distributor Account.
- Choose the Distributor then a Branch and finally enter the customer's Account Number.
- Press the Add Distributor Account button then OK in the popup window.