Permissions, settings and pricing
Pricing — Distribution pack per user
Distribution is sold per user through the Distribution pack: $29.99 per web user per month. Buy it only for the people who work the distribution channel. Field reps who only use the phone app can take a Mobile Only seat (regular pack price). The old Distribution add-on is no longer sold; tenants that already hold it keep access. See Packs & add-ons.
Role templates
| Role | Main work | Data scope |
|---|---|---|
Distribution manager (distribution_manager) | Distributors, territories, beats, credit, claims; approves distributor claims | Team |
Field salesman (distribution_salesman) | Runs beats, checks in, places orders | Own |
Driver (driver) | Runs van-sales sessions | — |
Key permissions
| Permission | Allows |
|---|---|
distribution:read / write / delete / admin | View / create-edit / delete; admin for administrative actions (for example approving claims, voiding received returns) |
distribution_visits:write | Check-in/out, ordering, proposing outlets, photos, stock counts |
price_lists:read | View price lists inside Distribution |
lots:* · van_sales:* · distribution_returns:* · credit:* | Lots, van sales, returns, credit |
analytics:distribution | Reports |
distribution.* toggles
Go to Distribution → Settings. Every toggle defaults to the previous behaviour.
| Toggle | Key | See |
|---|---|---|
| Check-in distance limit (m) | distribution.visit_radius_m | Visits |
| Check-in far from the outlet | distribution.visit_far_policy | Visits |
| GPS required at check-in | distribution.visit_gps_required | Visits |
| Photo first, before any visit action | distribution.visit_checkin_photo_required | Visits |
| Photo required at check-out | distribution.visit_photo_required | Visits |
| Stock count required before ordering | distribution.visit_stock_count_required | Ordering |
| Outlet care checklist | distribution.visit_care_required | Care |
| Van sale only during a visit | distribution.van_sale_requires_visit | Van sales |
| Returns only during a visit | distribution.return_requires_visit | Visits |
| Field salesman profile required | distribution.salesman_profile_required | Field reps |
| Field-salesman commission on cash collected | distribution.field_commission_on_collected | Commissions |
| Credit the new salesman when an invoice changes hands | distribution.field_commission_reattribution_credit | Commissions |
Approval workflows
Four documents always need approval: distributor claims, returns, van-session cash variance reconciliation, distributor commissions. Each is approved directly by a holder of the approve permission, or through four workflow templates (distribution_claim_approval, distribution_return_approval, distribution_van_variance_approval, distribution_commission_approval) enabled in Distribution → Workflow Management.
The Setup support tab in Distribution settings walks you through roles, document numbering, approval workflows, master data and visit controls — see the Setup guide.
Related
- Outlets and care · Beats and route planning · Visits and check-in · Field sales rep journey
- Ordering at the outlet · Promotions, rebates & claims · Targets and sell-out · Commissions
- Beat KPIs and performance · Overview and reports · Permissions and settings · Setup guide
- Distribution Manager AI assistant · Workflow templates · Distribution & logistics flow · XBuddy Work app