Minimum Version Required: 24.01
Pre-Conditions
The following workflow assumes the user has an account on dsdlink.
Steps
How to Navigate the Manage Page
1. From within dsdlink, navigate to the Manage page using the left-side menu.
How to Manage Distributors
1. To add a new Distributor under the "Distributors" tab, click the Add New Distributor button.
Select your distributor from the drop-down menu
2. Enter the following customer information to connect with the distributor:
Customer ID
Any Deliveried Invoice Number
3. Click Connect to Distributor.
How to Manage Users
1. Select the "Users" column in the Manage page.
2. Invite new users to the business by clicking the Invite New User button. Enter the following information:
Full name
Email
The assigned role
There are three roles to assign a user:
RetailerView Products, Enter Orders - The user can view products and enter orders, but not submit them.
Retailer Role 1+ Submit Orders - Same as the previous role but can submit orders.
Retailer Role 2+ User Management - Same as the previous role but they can disconnect and add new users.
3. To "Disconnect users" select the three dots on the far right of the user, and click Disconnect User.
Note: Disconnecting the user will remove them from the business, but their user will still have a dsdlink account.
How to Manage Businesses
1. Under the "Business" tab, click the Connect a New Business button.
2. Follow the steps of linking a distributor, entering the customer ID, and any delivered invoice number.
3. Click Connect to Business.
4. To update the business information, click Update Business Information.
Best Practices
When connecting to a distributor, make sure to use the Customer ID with that specific distributor.