Articles on: coreFORCE

coreFORCE - Distributors: How to Setup a Distributor

When we add a distributor, the customer needs to add the location first here (Advanced customers can do this, but not CF Basics customers).

When the location is added, CF Basics customers can only see available distributors in the dropdown if the distributor is already set up in Location Maintenance.



## # App


Click on Products
Step 1 screenshot


Click on Settings
Step 2 screenshot


Click on Locations
Step 3 screenshot


Click on ADD
Step 4 screenshot


Type "Lipseys"
Step 5 screenshot


Type "Lipseys"
Step 6 screenshot


Click on Contact
Step 7 screenshot


Select Lipseys from Product Distributor
Step 8 screenshot


Click on SAVE
Step 9 screenshot


Click on Settings
Step 10 screenshot


Click on Distributor Credentials
Step 11 screenshot


Click on ADD
Step 12 screenshot


Select Lipseys from Distributor
Step 13 screenshot


Enter the User Name
Step 14 screenshot


Enter the Password
Step 15 screenshot


Enter the Customer Number
Step 16 screenshot


Click Test Credentials until you see the green caption that connection is working.
Step 17 screenshot


Click on Save.

Updated on: 06/25/2024

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