Distributor

T. L. Hawkins

2 years ago

The Distributor section of the inventory settings is where you can configure the distributor (or vendor) for the items and parts within your ServiceWorks account

To find your distributor settings, click on the cogwheel in the toolbar and navigate to Inventory Settings -> Distributor

In the following menu, you’ll be able to see a list of previously created distributors, along with a brief overview of their contact information. You can edit and delete existing distributors using the icons at the end of the row.

Importing a Distributor

To import a distributor, click the Import Distributor button in the upper right portion of the Distributor menu

In the distributor import menu, you’ll have the ability to upload a file containing your distributor information by clicking the Browse Excel/Csv button, locating your file, and then clicking Upload

Note: Your imported files will need to be in .csv format as well as match the mapping of the sample file in order to properly import your information into ServiceWorks

Once a file has been uploaded, you’ll need to clarify which parameters are associated with the Excel sheet data. Try to make this as close to the data requested as possible to avoid complications in the importation process, then click Import when finished. Once completed, you’ll receive both a confirmation message and confirmation email detailing the status of your import

Creating a New Distributor

To create a new distributor, click the New Distributor button in the upper right portion of the Distributor menu

You’ll see numerous tabs in the following popup menu where you can fill out your distributor’s details. Here’s what each one is about:

Distributor Information

Name – The name of your distributor. You can also use the Default checkbox to set this as your primary distributor (required)
Web Site – The distributor’s associated web address
Phone No – The distributor’s phone number
Email – The distributor’s email address (required)
Address, Zip, State / Province, City / Region – Use these fields to enter the physical address of the distributor
Country Code – Enter the distributor’s country code (if applicable)
Status – When enabled, this toggle will indicate this as an active distributor to be used in your ServiceWorks system
Part Submission to Warranty – Use this field to designate whether to submit the cost or price of items for warranty claims
Send Purchase Order Email – Enter the desired email for whenever a purchase order is created
Account Terms – Use this dropdown to set the account terms for this distributor. You can select one of the following: 2% Net 10, Cash, Credit Card, Net 10, Net 20, or Net 30
Notes – Use this field to store any notes about the distributor
Fax Number – The distributor’s fax machine number
Hours of Operation – The distributor’s set operating hours
Credit Limit – The current credit limit for this distributor. This field will be set to 0 by default
Distributor Credential – You can enter your account number, username, and password for your distributor here

Distributor Contacts

In the Distributor Contact tab, you can add contact information related to your created distributors. Once filled out with the name, email, phone, etc., you can add multiple contacts by using the Add Contact button. Click Save when finished

Manufacturer Distributor Mapping

In the Manufacturer Distributor Mapping tab, you can map the existing manufacturers in your ServiceWorks account and their associated account numbers to a distributor.

Locating Your Distributor

Now that you’ve created your distributors, you can view and assign them within the ServiceWorks software.

To view your distributors, hover over the Inventory section and click Distributor

In the Distributor menu, you can view and search for created distributors within your ServiceWorks account. Use the View Contact link to view all information relevant to the distributor