Distributors can be added in two ways:

1. Via Excel Import Templates created in Setup > Imports > Company Lists:

Check the boxes for all information you want included and download your template.

** Be sure to put a 'D' for Distributor in all applicable rows of the 'Company Type' column of your import template. You can import multiple company types in the same file (C=customer, P=prospect, D=distributor, S=sales company/broker, R=regional), so this step is important. 

** Submit your completed file to support@turntree.com for import into your database. Please note the $25 QA and import fee will apply. 

2. Logged into TurnLink as an administrator, click on Company > New and select ‘Distributor’ from the 'Company Type' dropdown:

** Once your distributors are in the system you can connect them to the products they carry by going to Setup > Products > Distributor Codes & Pricing. 

** If you are a broker, we recommend adding your vendors as distributors and creating a TurnTag called "Vendor" for them. 

** Your TurnLink account will come preloaded with a 'Direct' distributor for all of your direct sales. This distributor can sync orders with your QuickBooks.

** If you have multiple Direct Distribution Centers you want to track separately, you can connect them all to QuickBooks by starting their name with an asterisk ‘*’ (eg *Warehouse1, *Warehouse2 etc...) in TurnLink. 

Distributors can be added in two ways:

** We use the main company phone number as the unique identifier to ensure no duplicates are created in your account. This is a required field with both methods.

1. Manually within TurnLink

Logged in as an Admin, click on Companies > Add New:

You will automatically be taken into the Company Overview where you can add additional details such as Contacts. 

Click here for detailed mapping instructions.

If you are creating a Blank Document simply select the fields you want to include and click 'Create Template':

Submitting Your Completed Import Template

Email your completed file to support@turntree.com for us to test, feedback, and import for you. Please note that there is a $25 quality assurance and import fee per file with up to 2,500 rows. 

Additional Notes: 

** Once your distributors are in the system you can connect them to the products they carry by going to Setup > Products > Distributor Codes & Pricing.

** If you are a broker, we recommend adding your vendors as Distributors and creating a Tag called 'Vendor' for them. This will enable you to connect them to their products should they sell direct, or should you need to order samples directly from them.

** Your TurnLink account will come preloaded with a 'Direct' distributor for all of your direct sales. This distributor can sync orders with QuickBooks if you subscribe to this service.

** If you have multiple Direct distribution centers you want to track separately, you can connect them all to QuickBooks by starting their name with an asterisk ‘*’, e.g. *Warehouse1, *Warehouse2 etc...