Distributor Console Operation Manual

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Store

In the Store module, you can manage and configure distributor stores.

Store management

Onboarding wizard

On the Store > Store management > Onboarding wizard page in the Distributor Console, you can use the Onboarding wizard to open distributor stores. You can open up to 50 stores, and each store has a unique ID.

Note

For more information about distributor onboarding, see Distributor Enterprise Onboarding Guide and Distributor Store Opening Guide.

Distributor store management

On the Store > Store management > Distributor store management page in the Distributor Console, you can view Active stores and Inactive stores. Click New store to go to the Onboarding wizard page.

Active stores

  • Edit store information

    Click Edit store information to modify the Store name, Store description, and Contact's DingTalk. When you are finished, click OK to save your changes.

    Note

    Do not enter a Callback notification URL.

  • Select channel business

    Click Select channel business to browse available channel businesses. Select the business with which you have a cooperation agreement.

    Note
    • Negotiate business cooperation before you select and set up a channel business. Do not select a channel business without a cooperation agreement, because this can affect your business operations.

    • You can select only one channel business.

    • You cannot change the channel business after you select it.

    1. Select the channel business.

    2. Click Sign contract.

    Warning
    • Before you start, make sure the contract signer's basic information is configured. Otherwise, the signer will not receive the text message to sign the contract. For more information, see Maintain Contract Signer Information.

    • If there are special contract agreements between the distributor and the channel partner, contact the channel partner's representative offline. In this case, you do not need to sign the contract online and can ignore Steps 3 and 4.

    • If the Sign contract button does not appear when you select a channel business, click Confirm and wait for channel approval. You can ignore the contract signing steps below.

    3. The system redirects you to the business contract page. Click Sign.

    4. A text message with a contract signing link will be sent to the phone number specified in the signer's basic information. Open the link to sign the contract.

    5. After both parties sign the contract and it becomes effective (the contract status is Effective), the channel partner must review the business. Contact the channel partner or an Alibaba Cloud operations representative (DingTalk ID: i8id7on) for assistance with the review.

    6. Click Select channel business again to check the review status. If approved, the status is Effective. If rejected, the status is Rejected.

  • Payment collection configuration

    You can configure the store's collection account. For more information, see Configure and Enable a Collection Account.

  • Payment configuration

    You can configure the payment account for the store. For more information, see Configure and enable a payment account.

Inactive stores

  • Continue onboarding

    Click Continue onboarding. The system navigates to the Store > Store management > Onboarding wizard page, where you can continue the incomplete store onboarding process.

  • Payment collection configuration

    You can configure the store's collection account. For more information, see Configure and Enable a Collection Account.

  • Payment configuration

    You can configure the store's payment account. For more information, see Configure and Enable a Payment Account.

Payment settings

Store payment collection configuration

On the Shops > Payment Configuration > Shop Payment Collection Configuration page in the Distributor Console, you can view the payment collection account configuration status for all shops. You can also use the Shop Status filter to view the payment collection configuration for Effective or Ineffective shops.

You can configure the store's collection account. For more information, see Configure and Enable a Collection Account.

Store payment configuration

In the Distributor Console, on the Shops > Payment Configuration > Shop Payment Configuration page, you can view the payment account configuration status for all shops. You can also use the Shop Status filter to view the configurations for Active or Inactive shops.

You can configure the store's payment account. For more information, see Configure and Enable a Payment Account.

Finance

In the Finance module, you can view bills and settlement statements for goods payments and technical service fees.

Bills for goods

Distributor purchase bills

On the Finance > Purchase Bills > Distributor Purchase Bills page in the Distributor Console, you can manage and view your monthly master purchase bills.

  • Filter: You can set filter criteria, such as Billing period, and click Filter. The system displays bills that match your criteria.

  • View sub-bills: In the Actions column, click View sub-bills to go to the Purchase sub-bills page for the master bill. You can set filter criteria and click Filter to view sub-bills that match your criteria. Click Download bill details to download the sub-bill details. Go to the Download Hub to view the exported sub-bill.

  • Download master bill details: Click Download master bill details to download the master bill details. Go to the Download Hub to view the exported bill.

Distributor purchase settlement statements

On the Distributor Console Finance > Payment Bills > Distributor Purchase Settlement Statements page, distributors can manage and view their monthly purchase settlement statements.

  • Filter: You can set filter criteria, such as Billing period, and click Filter. The system displays settlement statements that match your criteria.

  • Confirm settlement statement: On each reconciliation day, you can check the purchase settlement statement. If it is correct, click Confirm settlement statement.

  • Download settlement statement: Click Download settlement statement to download the settlement statement details. Go to the Download Hub to view the exported statement.

Technical service fee bills

Technical service fee transactions

In the Distributor Console, the Finance > Technical Service Fee Bills > Technical Service Fee Stream page lets you manage and view the Technical Service Fee Stream.

  • Filter: You can set filter criteria, such as Time search, and click Filter. The system displays technical service fee transactions that match your criteria.

Technical service fee bills

In the Distributor Console, you can manage and view technical service fee bills on the Finance > Technical Service Fee Bills > Technical Service Fee Bills page.

  • Filter: You can set filter criteria, such as Billing period, and click Filter. The system displays technical service fee bills that match your criteria.

  • View bill: Click View bill to go to the Technical service fee bill details page. You can view all service fee details for that bill. You can also set filter criteria and click Filter to view service fee details that match your criteria.

  • View settlement statement: Click View settlement statement to go to the Technical service fee settlement statements page, where you can view and manage the settlement statement.

  • Download bill details: Click Download settlement statement to download the settlement statement details. Go to the Download Hub to view the exported statement.

Technical service fee settlement statements

You can manage and view Technical Service Fee Settlement Bills on the Financials > Technical Service Fee Bills > Technical Service Fee Settlement Bills page in the Distributor Console.

  • Filter: You can set filter criteria, such as Billing period, and click Filter. The system displays settlement statements that match your criteria.

  • Confirm settlement statement: On each reconciliation day, you can check the technical service fee settlement statement. If it is correct, click Confirm settlement statement.

  • Download settlement statement: Click Download settlement statement to download the settlement statement details. Go to the Download Hub to view the exported statement.

  • View details: Click View details to go to the Technical service fee settlement statement details page. You can view all service fee details for that settlement statement. You can also set filter criteria and click Filter to view service fee details that match your criteria.

Download Hub

Export records

On the Finance > Download Hub > Export History page of the Distributor Console, you can view and download exported reports. After you set the filter criteria, click Filter. The system then displays the report information that meets the filter criteria.

Note

Exported data is saved in the system for only 30 days. Download and save it to your local machine immediately. Reports with a Report status of Creating cannot be downloaded. You must wait for the report to be created.

Configuration

In the Configuration module, you can view information such as enterprise onboarding information, account information, and financial account information.

Account information

Basic information

In the Distributor Console, on the Settings > Account Information > Basic Information page, you can view Account Authorization Information and Basic Information.

Click Modify to change the basic account information.

Financial accounts

Payment and collection accounts

In the Distributor Console, on the Manage > Treasury Account > Payment Account page, you can view the status and information of payment accounts for onboarded enterprises.

Collection accounts

On the Collection accounts page, you can click View configuration in the account list to view information about the configured Alipay secured transaction account. Click New account to create a collection account. For more information, see Configure and Enable a Collection Account.

Payment accounts

On the Payment accounts page, you can view information about the configured Alipay withholding account. Click New account to create a payment account. For more information, see Configure and Enable a Payment Account.