Distributors

To get to Distributors, type distributor into the Convobar, or go to Meevo > Data > Distributors.

A distributor is a business that supplies goods to other businesses, who in turn sell those goods to customers. In Meevo, you'll create a distributor and include the distributor's business information such as contact name, address, and email. Meevo can then use that information to create a PO for a specific distributor. Within the PO screen, you can filter by distributor to see all products that are sold from that business.

Distributor is an optional setting on product definitions.

What is the difference between a distributor and a manufacturer?

A distributor supplies goods to stores and other businesses who then sell to customers. Some businesses are both the manufacturer and the distributor. In such cases, be sure to add the business in Meevo as a Distributor as well as a Manufacturer to ensure complete and accurate purchase orders (POs).

Adding a distributor

Tip: If creating several records that have similar details, select Copy to create a new record with fields identical to the one you just copied. This can save you a lot of time when creating data in Meevo. Note Central Office cannot copy items that are owned by a location.

  1. From the Distributors search form, select Add New.
  2. Enter a Display Name and Description for the distributor.
  1. Contact Information: Enter the distributor's contact information.
  2. When finished, select Save.

Business Types and data in Central Office

If you configured Business Types, select one from the Business Types drop-down. Only locations of the same Business Type will have access to this item once it is made available.

Reminder: Business Types are a way to categorize locations that offer vastly different services. For example, a Med Spa location would be set to a different Business Type than, say, a hair salon. In this way, Business Types ensure that unrelated data does not appear at a location (such as a Men's Haircut service appearing in a MedSpa's services list). For the vast majority of businesses, Business Types are not necessary.

Select Make available to locations to make this item immediately available to locations. In Location Options, you can exclude locations and manage how Meevo handles local overrides.

Note: If you select a Business Type and make an item available to locations, then after saving, you cannot change from one Business Type to another. However, you can at any time change from a single Business Type to All Business Types (as long as All Business Types is an available option for this item).

Adding a distributor note

You can create or view distributor notes from the Notes tab. Distributor notes are useful for storing details like contact information or addresses. Each distributor definition can have a maximum of one note. In multi-locations, Central Office can also add one note per form, and locations are able to see (but not edit or delete) that note.

Editing a distributor

Note: Some fields on the form may not be editable if the current location is not the item's Home Location. 

Note: Once an item is saved with a Business Type selected and the item is made available to locations, then the Business type cannot be changed to anything other than All Business Types.

  1. Locate and select the distributor.
  2. Select Edit, and make your changes.
  3. When finished, select Save.

Inactivating or reactivating a distributor

Mark an item "inactive" if you are setting up data and want to restrict its use until the item is completely set up or ready, or if you no longer require the item in any capacity but may want to reactivate it in the future.

When you inactivate a distributor:

  • Existing product forms with this distributor selected remain unchanged.
  • It is no longer selectable from any forms or menus in Meevo.
  • It can still appear in Meevo reports.
  • It does not appear in Meevo search results unless Inactive is selected from the Advanced menu.
  • If you inactivated the item in Central Office, the item becomes inactive in associated locations as well.
  • Remember that only the owner (as determined by the Owned By field) of the item can inactivate or reactivate it.

To inactivate or reactivate a distributor:

  1. Locate and select the distributor.
  2. Select Edit.
  3. Select the switch to toggle it to Active or Inactive.
      
  4. Select Save.

Deleting or undeleting a distributor

Delete an item if it is no longer needed in any capacity, and you don't anticipate needing it in the future. Most deleted items can be undeleted, and the ones that can't display a warning before Meevo lets you fully delete.

When you delete a distributor:

  • Existing product forms and purchase orders with this distributor selected remain unchanged.
  • It is no longer selectable from any Meevo forms or menus.
  • It does not appear in Meevo search results unless Deleted is selected from the Advanced menu.
  • It may still appear in Meevo reports depending on the report setup criteria.
  • If you deleted the item in Central Office, the item becomes deleted in associated locations as well.
  • Remember that only the owner (as determined by the Owned By field) of the item can delete or undelete it.

Note:To delete or undelete this item, the current location must be its Home Location.

To delete or undelete a distributor:

  1. Locate and select the distributor.
  2. Select Delete or Undelete.
    1. If deleting, a confirmation message appears. Select Yes to complete the deletion.
    2. If undeleting, the form becomes active after you select Undelete. Select Save to finish undeleting.