Video Walkthrough
Viewing Your Distributor Settings
To view a list of distributors in your system, click on the settings cog in the search bar at the top right of your screen.
Then, use the settings navigation bar to the left of the screen to select Settings under the Distributors heading.
You'll see a list of distributors that have been set up.
Editing Distributors
By clicking edit in the action bar at the bottom right of your screen, you'll be able to edit and add new distributors.
Default Delivery Method
There are three options to choose from when selecting a default delivery method:
Shop Inventory should be selected for items coming from your warehouse
Delivery should be used to denote items that will arrive at your office from the distributor
Will Call denotes items that will be picked up directly from the distributor
Adding a Distributor
When adding a distributor, you'll immediately be prompted to add a distributor name, primary branch and primary branch email, and a delivery method.
A primary branch name and email are required to set up the distributor because this is where replenishment will be routed to by default unless you add other branches to select from.
Sending to Multiple Email Addresses
Add as many email addresses as necessary to the replenishment email field by using a semicolon to separate addresses.
Branches
Branches are specific distributor locations, offices or warehouses. For example, one distributor may have multiple locations that accept orders in different cities. Add branches in 3C Connect to make ordering simpler based on where your local headquarters or job site may be.
Click on a distributor in your list to view their branches. Each distributor, including your Warehouse can have multiple branches. You can change the default (primary) branch, but note that it cannot be deleted.
You can add as many branches as you like. Branches will be available as options when selecting where to route a replenishment from.
My Warehouse
The first time you use 3C Connect, the principal option you will see in your list of distributors is "Warehouse". By default, this routes to the email address of the 3C Connect user who has the Owner access role. You can change this to route to the email of your choosing. Your Warehouse cannot be deleted.
Your Warehouse can be used for:
A fallback for non-stock items or items without a distributor
Routing replenishments to different people or departments in your company by using branches
Adding multiple branches in your Warehouse can help you route replenishment orders to the right person. For example:Bob is responsible for inventorying electrical parts. Jim is responsible for inventorying furnaces.Bob and Jim are assigned their own branches respectively.