To manage or update an existing retailer account:
- Locate the Retailer:
- Go to the Manage retailer (PC122) tab.
- Use the filter options provided (Master Agent, Distributor, Retailer Status, or Search by Name/Login ID) to narrow down the list.
- Click the blue "Search" button.
- View Results: The search results table will display the list of retailers matching your criteria, showing their Group name, Retailer name, Distributor, Master Agent, Login ID, Email, and Address. Use the horizontal scroll bar to view additional columns if needed.
- Perform Actions: In the Option column (at the far right of the table), you will see several icons for management:
- Edit (Pencil Icon): Update the retailer's details.
- View (Eye Icon): View the full details of the retailer account.
- Lock/Unlock Status: Click the "Locked/Unlocked" button to toggle the account access status.
- Reset Password: Utilize the round arrow icon to reset the password.
Note: In the Telgoo5 hierarchy, remember that a Distributor account must exist before you can create a Retailer account assigned to that Distributor.