Set up shops and your team
How to add an order taker
Set up an order-booker account in DistributorFlow and review its areas, customer access and permissions before the first shop visit.
Create the employee who books customer orders and records visits.
Where to start
Employees > Add Order Taker
Steps
- Use the distribution administrator account and open Employees > Add Order Taker.
- Enter the employee details and account information requested on the form.
- Review the areas, customer access and available permissions for the employee.
- Set benefits only according to the arrangement your business actually uses, then save.
- Find the employee in All Order Takers and test access with a small, agreed trial before a full route.
Example
Assign one order taker to North Market shops.