Knowledgebase: > Tree Management
Dealers Tree Options
Posted by Mohammad Rahhal, Last modified by Mohammad Rahhal on 05 December 2018 03:14 PM

In the Dealer Tree there are many options can be found as the following:

DealersTreeOptions

1- New

From the new option you will be able to create new Dealer, Department or group.

New

New Dealer

Choose this option if you want to create a new dealer and a new window will appear as the following, and after you fill all the blanks press on the Submit button so a new dealer will be added to your dealers tree.

NewDealer

Option Description
Descriptions Type a description for your new dealer.
User Name Type the username of the new dealer.
Password Type the password of the new dealer and you will see the strength of the password in the bottom of this window.
GMT Offset Insert the GMT offset of the dealer which you will be able to choose your dealer country GMT offset from the browse button.
Account Tree Privilege From here you will define on which account(s) this new dealer will have privilege on, by selecting the desired node from the accounts tree and it will be reflected on this blank.

New Department

By choosing this option you will create a new department on your dealer tree, this option will help you to organize your dealers appearance on the dealers tree, and you can create many departments, each one have a separate parameters so the containing dealers will inherit those parameters. After choosing this option a new window will appear as the following, and after you fill all the blanks press on the Submit button.

NewDepartment

Option Description
Description Type a description for your new department.
GMT Offset Insert the GMT offset of the department which you will be able to choose your dealer country from the browse button, this option will help you when you create a new dealers inside this department, they will inherit the GMT Offset.
Is Branch By enabling this option then all dealers inside this department will be able to receive the delivery orders to the delivery chatting window.
Accounts Tree Privilege From here you will define on which account(s) this new department will have privilege on by selecting the desired node from the accounts tree and it will be reflected on this blank, this option will help you when you create a new dealers inside this department, they will inherit the Accounts Tree Privilege.

New Group 

This options is as like the new department option, by choosing this option you will create a new group on your dealer tree, this option will help you to organize your dealers appearance on the dealers tree, and you can create many groups each one have a separate parameters so the containing dealers will inherit those parameters. After choosing this option a new window will appear as the following, and after you fill all the blanks press on the Submit button.

NewGroup

Option Description
Description Type a description for your new group.
GMT Offset Insert the GMT offset of the group which you will be able to choose your dealer country from the browse button, this option will help you when you create a new dealers inside this group so they will inherit the GMT Offset.
Accounts Tree Privilege From here you will define on which account(s) this new group will have privilege on by selecting the desired node from the accounts tree and it will be reflected on this blank, this option will help you when you create a new dealers inside this group, they will inherit the Accounts Tree Privilege.

2- Edit

From the edit option you will be able to edit your Dealer(s), Department(s) or group(s) information.

Edit Department

When you want to change the information of a certain department in your dealers tree, right click on it and choose the edit option, and after you finish from editing its information press on the Submit button.

EditDepartment

Edit Group

When you want to change the information of a certain group in your dealers tree, right click on it and choose the edit option, and after you finish from editing its information press on the Submit button.

EditGroup

Edit Dealer

When you want to change the information of a certain dealer in your dealers tree, right click on it and choose the edit option, and after you finish from editing its information press on the Submit button.

EditDealer

 

3- Transfer

Use this option to transfer any dealer from his current group/ department to another desired group/ department. When you apply this option on any dealer, a small green arrow appears beside the selected dealer, ex: Transfer, then after you choose the second group/ department press right and choose the option transfer to here TransferToHere.

You can also transfer any dealer, group or department by dragging it and drop it to the desired place in the dealer’s tree.

4- Send Mail

Using this option you can send an email to a certain dealer, department or group and you dealers will receive the sent mail in their Mailbox Panel. When you choose this option a new window will appear as the Send Mail option in the accounts tree.

5- Parameters

From the parameters option any option inside the system can be granted or revoked to/from dealer depending on the level of that Dealer “regarding to your Business plan”. These privileges can be set for a certain group/ department to be grouped and accordingly granted as one group; we will start talking about all these parameters and explain all of them.

EditParameters

Symbols Tab

From this tab you can show or hide the symbol(s) that belong a certain dealer, department or group will have privileges on, and that is by setting it to true for each desired symbol(s) from the symbols tree then press on the OK button.

SymbolParameters

Privilege Tab

This tab contains all the system options as privileges, you can grant any privilege(s) for a certain dealer, department or group by setting to True or revoke any privilege(s) by setting it to False, then press on the OK button. Check the list of privileges in the VertexFX system.

PrivilegeParameters

 

See the Dealers Privileges video

General Tab

This tab contains the dealer’s private sliding news, you can change it for any certain dealer, department or group by double clicking on it and change it to override and type the desired news which will appear on the private sliding news bar, then press on the OK button.

GeneralParameters

6- Delete

To delete a certain dealer, department or group from your dealers tree, just right click on it and choose delete. For sure you will not be able to delete any dealer from the dealers tree how had done transactions in the system.


See Also

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