How to Add and Send Distributor Order Services to Service Providers

Send Service Providers your Distributors' customer numbers to unlock the Distributors' order services access with the Service Provider.

First, lets export your Distributor list from OneSource:

1. While logged into OneSource, select Data Consumers in the navigation menu
   
   
2. Choose Distributors in the dropdown
   
   
   
3. On the Data Consumers page, click Export (shown n the Distributor table)
   
   
   
4. Choose Download as CSV
   
   This export will include Distributors and their customer numbers (if available)
   
   
5. When the CSV file downloads open the file
   
   

Now that you've exported your supplier list, add your Distributor's customer number to the spreadsheet

1. In the Distributors file, find the Distributor under the Company Name
   
   If the Distributor doesn't exist in the file, you can add them in an empty row to be added as a Relationship Consumer Type in OneSource once imported
   
   
2. Next to the Distributor's company name, in the Customer # column, add the Distributor's customer number used to identify them within your company
   
   
   
3. Repeat steps 6 & 7 as needed
   
   
4. Save your changes
   
   

Once you've added your Distributor's Customer Numbers to the spreadsheet, we'll import it back into OneSource:

1. When you're done adding customer numbers, go back to the Data Consumers page inside OneSource
   
   
2. Click Import in the table
   
   
   
3. Click Select file
   
   
   
4. Choose & Open the CSV file that includes your added customer numbers
   
   
5. The file will upload and import automatically
   
   
6. When the import successfully completes, close the Import Data Consumers dialog box
   
   
   
7. The distributors you've added a customer number to will show as "Available" under the Order Services Access column
   
   
   

Now that you have customer numbers uploaded to OneSource export your distri

list to send to the Service Provider:

1. On the Data Consumers page, click Export (shown n the Distributor table)
   
   
   
2. Choose Download as CSV
   
   This export will include Distributors and their customer numbers (if available)
   
   
3. Review before sending to the Service Provider