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.

1. Click on Products

2. Click on Settings

3. Click on Locations

4. Click on ADD

5. Type "Lipseys"

6. Type "Lipseys"

7. Click on Contact

8. Select Lipseys from Product Distributor

9. Click on SAVE

10. Click on Settings

11. Click on Distributor Credentials

12. Click on ADD

13. Select Lipseys from Distributor

14. Enter the User Name

15. Enter the Password

16. Enter the Customer Number

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

18. Click on Save.

Updated on: 02/07/2025