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Distribution Management

Overview

The Distributor Module enables three-tier partner relationships in Journeybee, allowing you to manage complex distribution networks with vendors, distributors, and resellers. This powerful feature streamlines partner management across multiple levels of your distribution chain.

What is the Distributor Module?

The Distributor Module introduces an intermediary layer between vendors and resellers, creating a hierarchical partner structure:

Vendor (You) → Distributor → Reseller

This allows distributors to manage their own network of resellers while maintaining visibility and control at the vendor level.

Key Benefits

  • Multi-tier Partner Management: Manage complex distribution networks with clear hierarchical relationships

  • Automated Lead Attribution: Leads flow through the distribution chain with proper attribution at each level

  • Distributor Autonomy: Distributors can manage their own reseller networks independently

  • Centralised Oversight: Maintain visibility across your entire distribution network

  • Streamlined Deal Management: Track deals through the entire distribution chain

Enabling the Distributor Module

Prerequisites

Before enabling the distributor module, ensure you have:

  • Admin access to your Journeybee account

  • Existing partner program setup

  • At least one partner with "Distributor" partnership type capability ready to go

Activation Steps

  1. Navigate to SettingsCompany Settings

  2. Locate the Modules section

  3. Find Distributor Module and toggle it ON

  4. Click Save Changes

Once enabled, you'll see new distributor-specific options throughout your partner management interface.

Setting Up Distributors

Creating a Distributor Partnership

  1. Navigate to Partners

    • Go to the Partners section from your main navigation

  2. Add New Partner

    • Click Add Partner button

    • Fill in the partner's company information

  3. Select Partnership Type

    • Choose "Distributor" as the partnership type

    • This designates them as a distributor rather than a direct reseller

  4. Configure Distributor Settings

    • Set the appropriate tier level

    • Assign categories relevant to their distribution focus

    • Configure commission structures if applicable

Inviting Distributors

  1. Send Partnership Invitation

    • Click Send Invitation after creating the distributor partnership

    • The distributor will receive an email invitation

  2. Distributor Acceptance

    • Distributors accept the invitation through their email link

    • They'll gain access to their partner portal upon acceptance

Managing Distributor-Reseller Relationships

For Vendors

As a vendor, you can:

  1. View Distributor Networks

    • Navigate to PartnersDistributors

    • Click on any distributor to see their reseller network

    • View all resellers connected through each distributor

  2. Assign Resellers to Distributors

    • Go to a reseller's partnership page

    • Click Manage Distributors

    • Select which distributors can work with this reseller

    • Multiple distributors can be assigned to the same reseller

  3. Monitor Performance

    • Track leads flowing through distributor channels

    • View deals attributed to specific distributor-reseller combinations

    • Access reports showing distribution chain performance

For Distributors

Distributors access their portal to:

  1. View Assigned Resellers

    • See all resellers assigned to them by the vendor

    • Access reseller contact information and details

    • Monitor reseller performance

  2. Submit Leads for Resellers

    • Click Add Lead in the distributor portal

    • Select the reseller the lead is for

    • Fill in lead information

    • The lead is attributed to both the distributor and reseller

  3. Track Reseller Deals

    • View all deals from their reseller network

    • Monitor deal progression through stages

    • Track commissions and attributions

Lead Management Through Distributors

Lead Attribution Flow

When a lead enters through a distributor:

  1. Distributor Submits Lead

    • Distributor creates a lead in their portal

    • Selects the associated reseller

  2. Dual Attribution

    • Lead is attributed to the distributor

    • Lead is also attributed to the selected reseller

    • Vendor sees complete attribution chain

  3. Lead Visibility

    • Vendor sees all lead details and attribution

    • Distributor can track their submitted leads

    • Reseller receives and can work the lead

Managing Distributor Leads

Viewing Distributor Leads:

  1. Navigate to Leads section

  2. Use the filter to show "Distributor Leads"

  3. See complete attribution including distributor and reseller

Lead Assignment:

  • Assign leads to internal users as normal

  • Attribution chain remains intact

  • Both distributor and reseller maintain visibility

Deal Management

Creating Deals from Distributor Leads

  1. Convert Lead to Deal

    • Select a distributor-attributed lead

    • Click Create Deal

    • Deal maintains distributor attribution

  2. Deal Visibility

    • Vendor sees all deal details

    • Distributor can track deal progress

    • Reseller manages the deal directly

Commission Tracking

  • Commissions can be split between distributors and resellers

  • Configure commission rules in partnership settings

  • Automatic calculation based on deal value and attribution

Partner Portal Features for Distributors

Distributor Dashboard

Distributors access a specialised dashboard showing:

  • Their assigned resellers

  • Recent leads and deals

  • Performance metrics

  • Commission tracking

Available Actions

Distributors can:

  • View reseller partnerships

  • Submit leads for resellers

  • Track deal progression

  • Access resources and materials

  • Communicate through the messaging system

Distributors cannot:

  • Add new resellers independently

  • Modify partnership terms

  • Access other distributors' networks

  • Change commission structures

Reporting and Analytics

Distribution Network Reports

Access comprehensive reports showing:

  • Lead flow through distribution channels

  • Conversion rates by distributor

  • Reseller performance by distributor

  • Commission distributions

Accessing Reports

  1. Navigate to ReportsPartner Reports

  2. Select Distribution Network report type

  3. Filter by:

    • Date range

    • Specific distributors

    • Reseller segments

    • Lead/deal status

Best Practices

Setting Up Your Distribution Network

  1. Start Small

    • Begin with a few key distributors

    • Establish processes before scaling

    • Document workflows and expectations

  2. Clear Communication

    • Define roles and responsibilities

    • Set clear attribution rules

    • Establish SLAs for lead handling

  3. Regular Reviews

    • Monitor distributor performance monthly

    • Review reseller assignments quarterly

    • Adjust territories and assignments as needed

Managing Multiple Distributors

  • Avoid Conflicts: Clearly define territories or segments

  • Balanced Assignment: Distribute resellers evenly when possible

  • Performance Monitoring: Track each distributor's effectiveness

  • Regular Communication: Hold monthly distributor meetings

Common Use Cases

Regional Distribution

Scenario: You have distributors managing specific geographic regions

Setup:

  1. Create distributor partnerships for each region

  2. Assign resellers based on their location

  3. Distributors manage local reseller relationships

  4. Track regional performance separately

Product-Based Distribution

Scenario: Different distributors specialise in different product lines

Setup:

  1. Create distributors by product category

  2. Assign resellers based on product expertise

  3. Route leads to appropriate distributor-reseller combinations

  4. Monitor product line performance

Tiered Distribution

Scenario: Multiple levels of distributors (master distributors and regional distributors)

Setup:

  1. Create master distributor partnerships

  2. Set up regional distributors

  3. Establish clear hierarchy and territories

  4. Track performance at each level

Troubleshooting

Common Issues and Solutions

Distributor Can't See Resellers

  • Verify distributor partnership is active

  • Check reseller assignments in vendor portal

  • Ensure distributor has logged into portal

Leads Not Showing Attribution

  • Confirm distributor selected reseller when creating lead

  • Verify partnership connections are active

  • Check filter settings in leads view

Missing Commission Data

  • Review commission settings in partnership configuration

  • Ensure deals have progressed to commission-eligible stages

  • Verify attribution chain is complete

Getting Help

If you need assistance with the Distributor Module:

  1. Check this documentation for guidance

  2. Contact your account manager

  3. Submit a support ticket through the help center or in app

Frequently Asked Questions

Q: Can a reseller work with multiple distributors?

A: Yes, you can assign multiple distributors to a single reseller. This is useful when distributors have different territories or product focuses.

Q: Can distributors add their own resellers?

A: No, only vendors can create and assign reseller partnerships. This maintains control over your partner network.

Q: How are commissions split between distributors and resellers?

A: Commission splits are configured in the partnership settings. You can set different rates for distributors and resellers, and the system automatically calculates based on attribution.

Q: Can I convert existing partners to distributors?

A: Yes, you can change a partner's type to "Distributor" in their partnership settings. Historical data remains intact.

Q: What happens to existing leads when I enable the module?

A: Existing leads and deals remain unchanged. The distributor features only apply to new partnerships and leads going forward.

Q: Can distributors see other distributors' resellers?

A: No, distributors can only see and manage resellers specifically assigned to them by the vendor.

Q: Is there a limit to how many resellers a distributor can manage?

A: There's no system limit. The number of resellers per distributor depends on your business needs and the distributor's capacity.

Q: Can I remove a distributor's access to a reseller?

A: Yes, you can modify distributor-reseller assignments at any time through the vendor portal. Existing leads and deals maintain their original attribution.