Dealers: List of dealers
    Allows you to set anyone in the database as a dealer.
     
  Show me
     
    The Dealer list is used when you want to e-mail a Contact to someone else; you can select the nearest dealer based on postcode. It is also used when you process form submissions for allocating new Contacts to a dealer.
     
    Note Dealers appear in Setup in alphabetical order. This has no bearing on the order in which they are prioritised when considered for allocation.
     
Top   To add a dealer to the Dealer list
  Click the Add button
  Search for a Contact
(The Contact must already exist in the database. Duplicates are not allowed.)
     
Top   To delete a dealer from the Dealer list
  Highlight the dealer you want to remove
  Click the Delete button
     
    Note When you remove a dealer, it is not deleted from the database, only removed from this list.
     
Top   Setting a dealer's suitability
  Highlight the dealer you want to set
  Click the Distribution rules button
     
  Or, double-click the dealer you want to set
     
    You can then set rules that will govern whether this dealer is most suitable to deal with a particular Contact, Company or Family.
     
    Note At present, dealers are selected based on postcode regardless of the rules set in this section.