Distributor management includes adding new distributors, viewing a list of existing ones, and modifying their details as needed. To add a new distributor, provide general information such as company name, contact number, email address, followed by GSTIN and PAN details.

Manage and Add Distributor easily by following these steps ➖

Step 1➖First Login to BORG Suite ERP.

Step 2➖Click on the toggle button located in the top left corner of Admin dashboard to expand the menu options.There are a total of 12 menu options available in the BORG Admin dashboard.Click on the Manage Distributor.

Step 3➖Clicking on Manage Distributor opens a new page where you can view a list of all the Distributors.

Easily “Add a New Distributor” by following these steps ➖

Step 1➖Clicking the "Add Distributor" button from the Distributor Management Page initiates the process of Adding a New Distributor.

Step 2➖Clicking the "Add Distributor" button opens a Form for adding a New Distributor. Fill in all the information and click "Submit" to Add the New Distributor. You can also click "Reset" to Clear the form and Start over.

Update Distributor Details ➖

Update Distributor Details easily by following these steps ➖

Step 1➖First Login to BORG Suite ERP.

Step 2➖Click on the toggle button located in the top left corner of Admin dashboard to expand the menu options.There are a total of 12 menu options available in the BORG Admin dashboard.Click on the Manage Distributor.

Step 3➖Clicking on Manage Distributor opens a new page where you can view a list of all the Distributors.

Step 4➖Click the Pencil Icon next to the Distributor in the Action Menu to Update Distributor details.

Step 5➖Clicking the Pencil Icon opens a Form to Edit the Distributor’s Details. Update the information you need and click "Update Distributor" to confirm the changes.To clear the entered information, click the "Reset" button.

Another Way to Manage and Add Distributor from Admin Dashboard ➖

Step 1➖Click the Settings icon in the top right corner of the BORG Admin dashboard. This will open a pop-up window.  Manage your Distributors directly from here. Simply click the "Distributors'' icon to access Distributor Management features.

Step 2➖Manage your Distributors directly from the Dashboard. Simply click the "Distributors" icon to access Distributor Management Features.

Admin

June 26, 2021

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