Admin / Getting started
Start using Admin
Get familiar with Distribook Admin, choose your branch and learn where to begin with the tools available to your account.
Admin is where you review your business and manage the records your team uses every day. These guides are for business owners, administrators, managers and staff using Distribook Admin in a browser.
Before you begin
You need your business’s Admin address and a sign-in account provided by your administrator. Available pages depend on your permissions, assigned branches and the features enabled for your business. Two colleagues can see different menus and still be using the same system.
These first guides cover signing in, finding your way around, reading the dashboard and selecting a branch. Detailed product, purchasing and other feature guides will be added in later batches.
A useful first visit
- Sign in with your own account at the Admin address supplied by your business.
- Check the account name in the top bar. Open the account menu to see the email address if you need to confirm which account is signed in.
- If a branch selector is available, choose the branch you want to work with.
- Open Dashboard to review the overview cards available to you.
- Use the sidebar or Go to page… to open the page you need.
You should now be able to identify your account, understand the branch context and find the pages you can use.
Find the right area
| What you want to do | Look for in Admin |
|---|---|
| Review the business overview | Dashboard |
| Find products and stock tools | Stock |
| Work with customer records and orders | Every day |
| Review supplier requests and deliveries received | Purchasing |
| Find business reports | Reports → All reports |
| Manage accounts and reference lists | Setup |
| Review business preferences | Settings |
Only the areas available to you appear. A missing group is not an instruction to change settings yourself; start with the access guide.
Work in the right context
Check your branch before comparing totals or looking for a record. When All branches is selected, it refers to the branches available to your account. It does not give access to every branch in the business.
Good habit: Finish or save work in a form before changing your branch or opening another page.
When you finish, use Sign out in the account menu. On a shared computer, this leaves the next person at the sign-in screen.