Set up shops and your team
How to add a customer shop
Create a customer shop in DistributorFlow with its area, contact details, location and product access, then check it before booking an order.
Create a shop record before taking its orders.
Where to start
Customers > Add Customer
Steps
- Create the customer area first and check whether the shop already exists.
- Open Customers > Add Customer with an account permitted to create customers.
- Enter the shop name, contact details and address, then choose the correct area.
- Review the location. Allow GPS when requested and check that the saved point represents the intended shop.
- Check the available customer settings and product access before saving. An optional image uses the applicable photo allowance.
- Find the saved shop in My Customers and check its details before creating its first order.
Example
Add a shop in your delivery area, then create its Pista order.