If you’re a distributor using Pearl and you’re hosting your website with us, then you’re already benefiting from the business-to-business portal where your customers can place orders, view invoices, pay for quotes and download statements.
You can also list selected contacts on your website as “stockists”. This is currently handled using the “dealer” tickbox in the contact edit screen, and will soon be handled using public list tags. We’re letting you know now so that you can make any changes before we remove the “dealer” feature:
- Create a new tag for dealers
- Click Contacts:List dealers
- Select all the contacts, which will open the left hand menu
- Choose to add the dealer tag
- Submit
When your account is updated, you’ll notice that the “view dealers” link has disappeared from your admin system. At this point you can set the dealer tag to be a public list tag. All your “public list” tags will be shown on the stockists page on your website.
Support multiple brands
One of the advantages of doing it this way is that you can now have different public lists, perhaps one for each of the brands that you stock (contacts can have multiple tags, don’t forget).
If you have a Pearl website then your stockist page is at http://www.yourdomain.com/?p=stockists
We’re going to be adding more options to the stockists page on your website, as well as a “dealer profile” page too.
