Workflows & examples

1. Onboard a distributor

1. Create the account in Distribution → Distributors with tier, terms, and credit limit.
2. Assign a territory in Distribution → Territories and attach the right price list.

2. Run a van-sales day

1. Open a session and record loaded goods in Distribution → Van Sales.
2. The rep records sales (cash/credit) in the field.
3. Close the session and reconcile quantities and cash. Invoicing and goods issue happen in Sales / Inventory.

3. Control channel credit

1. Open Distribution → Credit to review each distributor’s outstanding balance.
2. Review aging and export CSV; track exposure in Reports.