The first distributor in the company’s genealogy is always ID # 1. This is a system requirement.  The profile information can be edited for ID #1, however ID#1 is usually the company position and named accordingly.

Each new distributor entered in the ES 100 is associated with an Enroller and Sponsor.

Enroller: The Enroller is the person who enrolls the new distributor into the program.  The Enroller can be anywhere in the upline of a distributor.

Sponsor: The sponsor of a new distributor is the immediate first-level upline of the distributor placement in the genealogy.

Unless your program has a matrix genealogy, the enroller and sponsor will typically be the same distributor.  The ES 100 allows you to change the Enroller and Sponsor of a distributor.

1) To enter a distributor, you must first go to the Enroller’s distributor profile screen.

2) On the left navigation bar click New.

3) Enter all relevant data for the new distributor.

Rep Name (ID#)

Name: Enter last name, first name, middle initial, company name, nick name.

Joint Name

Joint Name: Enter joint last name, first name (for husband/wife/partner teams that would like to share the same distributorship)

Address (Billing/Shipping)

Address: Enter billing address first.  If the shipping address is the same, click copy to transpose the address without re-entry.  You may select country if applicable.

NOTE: Some merchant accounts will not process a successful transaction if State is spelled out. (Be sure that you are using the 2-letter abbreviation for State)

Country default is United States.  If the country is United States, the zip code will be stripped of all letter characters.  If any other country is selected, the auto-formatting will not apply.

International Region: If international region is applicable, enter that here.

Phones

Phone Numbers: Enter applicable phone numbers.

Identification

SSN#: Social Security Number.

EIN#: Employer Identification Number for businesses.

STAX#: Sales Tax Number for businesses.

D.L#: Drivers License Number (needed for eCheck)

D.L. State: Drivers License State (needed for eCheck)

NOTE: Some merchant accounts will not process a successful transaction if State is spelled out. (Be sure that you are using the 2-letter abbreviation for State)

Other

Join Date: Join date will default to current date.  Change if necessary.

Dist Type: If Distributor Types are relevant to your program, select appropriate type from drop down.

Bus Type: Select appropriate Business Type from drop down.

Tax Exempt: Select the appropriate Tax Exempt status. The default is No.

Email: Enter the distributor’s email address.

Password: Enter the password the distributor will use to log into the Extranet.  It is typical to enter the last 4 digits of the Tax ID as the password.  The distributor can change the password in the Extranet.

Earnings: Select the appropriate method for earnings payment. If Debit Card/ACH is a method of earnings payment for your company, then you will have a separate section for your bank account details.

Custom

Custom: If you have set up custom fields for distributors, the fields will display in the lower left of the display screen.  Enter any appropriate information in the custom fields if applicable.

Credit Card

Credit Card: Select appropriate CC Type from drop down. Enter credit card number. Enter

CC Exp Date (Format mmyy). Enter CVV. Enter Name on card.

The ES 100 will validate credit card number length based on the CC Type selected.

Checking

Checking: If you utilize e-check services/ACH you can enter the ABA Routing, Acct Number, Bank Name, Bank State, and Name on Acct. for the distributor’s checking account

Pay Default: Select the appropriate default payment type.  If a default is selected, this payment type will auto-populate in the order payment screen when processing order payments for the distributor in the ES100.

Direct Deposit

NOTE: Only displays if your company is using this functionality to pay out commissions

Direct Deposit: If you utilize the Debit Card/ACH functionality to pay out commissions to your reps, you can enter the Name on Account, Account Number, ABA Routing, Bank Name, Bank State for the distributor’s account.

4) Click Save.  You will now be at the new distributors profile screen.

NOTE: A Distributor ID# has been automatically assigned to the new distributor.  The number is blue in parentheses.  The ES 100 generates the distributor ID#.

Remember to set the correct Rank (if not the first rank), Replicate Site, enter initial Order, create Autoship record (if applicable), and correct Sponsor (if other than enroller in unilevel or auto-placement sponsor in matrix).

See the Admin Functions section for more details.