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.



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: 02/07/2025

Was this article helpful?

Share your feedback

Cancel

Thank you!