To manage distributors already in the system, follow these steps to locate and perform actions on them:
- Locate the Distributor: Navigate to the Manage distributor (PC121) tab.
- Use the filter options (Master agent, Select distributor status, or the Search by distributor name or login id field) to narrow down the records.
- Click the blue "Search" button to display the results.
- Review Distributor Data: The results table provides a comprehensive overview of the distributor, including their Distribution Name, Master Agent, Login ID, Email, Address, and current Status. Use the horizontal scroll bar at the bottom of the table to view columns that are not immediately visible.
- Perform Management Actions: In the Option column at the far right of the table, you will see several icons representing different management capabilities:
- Edit: Use the pencil icon to modify existing distributor information.
- View: Use the eye icon to review the full details of a specific record.
- Lock/Unlock: Toggle the Lock/Unlock status button to secure or enable access for a distributor account as needed.
- Reset Password: Utilize the round arrow icon to reset the password.