SalesPlay - Help Center
Registering Customers in the Distributor Portal
Step-by-Steps Process
Registering Customers in the Distributor Portal refers to the process by which distributors input and manage customer information within the Partner Management Portal (PMP).
STEPS
- Access the Partner Management Portal (PMP)
- Click on the "customer" tab within the portal.
- Select "Customer Registration" to initiate the customer registration process.
- Enter Customer Information:
( Note: Ensure the email address provided is correct as it cannot be edited later.)
- Save Customer Information:
(After entering the details, click on the "Save" button to save the customer record. The customer record will then be moved to the "customer management" section.)
Activating Distributor Codes in the POS App
Activating Distributor Codes is the process of linking a unique identifier, known as a distributor code, to a SalesPlay POS App.
STEPS
- Download and Install the SalesPlay POS Application:
- Open the SalesPlay POS Application and click on "Register."
- Provide the email address you used during the Distributor Portal's Customer Registration.
- Complete the registration form and proceed.
- Access the main menu of the POS App.
- Navigate to the "Settings" section and select "Software Customization."
- Click on the Distributor Code area and enter the Distributor Code provided in your Distributor Portal's "Profile" section.
- Click "Activate" to activate the distributor code. You will receive a success message upon activation.
( Within the Distributor Portal's "customer management" section, the status of distributor code activation will change to "Activated" once all steps are completed successfully.)
Note: Ensure the email address provided during Customer Registration matches the one used for registering in the SalesPlay POS Application. If there are any discrepancies, repeat the registration process with the correct email address.
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