What can a distributor user do in the Console?
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 sales reports, learn more below!
Total Sales Report
The first report we’ll focus on should look pretty similar. Just select your date range and hit Run to run the job and hit the new download button to download your .CSV!
Custom Sales Report
Now, instead of running each report discretely like in the old Console, you can build your own custom sales report!
Select your date range
Select your report criteria. You may either “select all” or select specific search criteria for your report (see below).
When selecting search criteria for a sales report you may select from the following categories:
Date Range
Representatives
Manufacturers
Product Lines
Catalog Numbers
Facilities
Physicians
Next, Hit Run to start the job and the download button to download your .CSV!
Case Reports
Case reporting works much the same way as the Sales Reports.
Select your date range.
Select your criteria, either selecting all or specific criteria for the fields:
Representatives
Physicians
Hit Run, then download your report .CSV!
Old Reporting Structure
If you don’t want to use the new reporting structure you may for a period of time use the old version of the reporting structure. Just click “View Old Version” at the bottom of the page.