Admin documentation
Your Admin guidebook
Clear, practical guides for managing your business in Distribook Admin, from your first sign-in to everyday work.
New here?
Start with the essentials.
A short introduction to your account, workspace and everyday tools.
Start using AdminGetting started
Follow the guides in order, or jump to the help you need.
Start using Admin
Get familiar with Distribook Admin, choose your branch and learn where to begin with the tools available to your account.
Read guide 02Sign in and sign out
Learn how to sign in to Distribook Admin, use Keep me signed in, sign out and resolve common account access messages.
Read guide 03Find pages and products
Use the Admin sidebar, Go to page search and quick product search to find pages, stock locations and product prices.
Read guide 04Understand the Admin dashboard
Learn how to review the Admin dashboard, distinguish sales from collections and open the details behind available overview cards.
Read guide 05Select your branch
Choose a branch in Distribook Admin, return to All branches and understand why the branch selector may be unavailable.
Read guide 06Understand access and missing menus
Understand why Admin menus, actions and records vary by account, permission, enabled features and selected branch.
Read guideCustomers
Follow the guides in order, or jump to the help you need.
Find a customer
Search and filter the Admin customer list, open a customer record and check why a customer may be missing.
Read guide 02Add a customer
Create a customer in Admin with a name, required price tier, contact details and optional route, credit terms and risk information.
Read guide 03Update customer details
Edit a customer’s contact details, route, price tier and status in Admin, with guidance on validation and access.
Read guide 04Customer balances and history
Read a customer file, apply an advance to invoices, correct an advance and find customers on the map.
Read guideBusiness setup
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Manage user accounts
Create and update Admin sign-in accounts, assign branches and stores, and disable access while retaining history.
Read guide 02Change role permissions
Review and change the permissions of an existing role, including locked permissions and the confirmation step.
Read guide 03Manage categories, units and reference lists
Maintain the shared lists used by products and business records, including categories, units and price tiers.
Read guide 04Branches, storage and suppliers
Create the locations and supplier records used by purchasing and inventory, and understand the required relationships.
Read guideProducts
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Create and edit products
Add a product with category, base unit, cost and selling price, review duplicate warnings and update existing products.
Read guide 02Product prices, selling units and images
Set per-unit tier prices, pack conversions, product images, identifiers and visibility without confusing these with stock receipts.
Read guide 03Import prices and print labels
Review spreadsheet price matches before applying changes, and prepare barcode labels with the correct quantities and size.
Read guideInventory
Follow the guides in order, or jump to the help you need.
Purchasing
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Manage supplier requests
Ask suppliers for products, track outstanding quantities and start a goods-received draft when a delivery arrives.
Read guide 02Receive goods with a GRN
Record a supplier delivery, check quantities and prices, save a draft or post stock, and understand cancellation limits.
Read guide 03Approve receipts and supplier payments
Review submitted GRNs, send corrections back and approve or reject recorded supplier payments.
Read guideSales
Follow the guides in order, or jump to the help you need.
Create and fulfil orders
Create a customer order, prepare delivery or pickup, and invoice the quantities supplied.
Read guide 02Manage invoices and returns
Check invoice balances and stock posting, record returned goods, and correct a return when authorized.
Read guide 03Set up promotions
Choose qualifying purchases, rewards, availability and limits for an Admin-managed promotion.
Read guide 04Manage bundles and targets
Configure bundled products and set monthly business and staff targets by category.
Read guidePayments and expenses
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Collect customer payments
Allocate money to customer invoices, combine payment methods and understand advance and pending cheque amounts.
Read guide 02Track cheques and handovers
Update cheque records and status, allocate unlinked cheques and review physical cheque handovers in Admin.
Read guide 03Record and review expenses
Record office spending and review counter expense advances, receipts and approval decisions from Admin.
Read guideTextiles
Follow the guides in order, or jump to the help you need.
Repairs and warranty
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Receive and manage repairs
Identify a device, record its condition and reported problems, then manage the repair and handover in Admin.
Read guide 02Manage warranty records
Find warranty coverage, print certificates, register an old sale and record a paid extension.
Read guide 03Repair brands, models and problems
Maintain repair product brands and models, and reusable intake problems with technician work points.
Read guideServices and instalments
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Routes and vehicles
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Staff and HR
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Staff records and pay settings
Add staff, set working hours, pay rates and allowances, and choose attendance, leave and holiday settings.
Read guide 02Review and fix attendance
Review staff attendance, correct missing scans with a reason, and distinguish calendar months from salary periods.
Read guide 03Monthly salary and payslips
Generate and review monthly salary, record advances and bonuses, adjust open records, and print payslips.
Read guide 04HR defaults, holidays and lists
Set shop attendance defaults and manage holidays, departments, leave types and allowance types.
Read guideSettings and AI
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Business settings
Configure customer requirements, trading rules, repair policies and storefront details in Admin.
Read guide 02Admin preferences and branch menus
Set Admin pricing and customer defaults, barcode labels, premium criteria and branch menu visibility.
Read guide 03Automatic supplier requests
Choose branch rules that raise supplier requests for fast-selling, important and low-stock products.
Read guide 04Use and configure DistriBook AI
Ask permitted business questions, review results and manage the AI question allowance, language and history policy.
Read guideReports
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Money and business reports
Review profit, business totals, customer debts, collections, cheques and invoice mismatches in Admin.
Read guide 02Stock and replenishment reports
Find low, fast-selling, idle and reserved stock, and trace a product movement before changing inventory.
Read guide 03Customer and salesperson performance
Review repeat customers, representative category sales, salesperson product commissions and promotion results.
Read guide 04Day-end and module reports
Review Admin day-end, delivery, repair, warranty, textile and reload reports with the right scope.
Read guideYour menus and dashboard depend on the features, permissions and branches available to your account. Each guide explains the differences that matter.