§ Field manual for distribution networks

Every catalog. Every quote. Every order. Every service call. One ledger.

DealerYes is the multi-tenant operating system for distributor / dealer networks. Catalog, pricebook, quotes, orders, communications, service — every interaction between a brand and its dealer channel captured in one place, scoped to the exact person looking at it. Your workspace, your brand, your data.

§ Chapter 01 The Platform

Six modules. One operating ledger. Zero tabs you don't need.

Exhibit № 01 Catalog

A catalog scoped to who's looking.

Distributor owns the SKUs. Dealer sees their assortment. Sales rep sees the dealer they're acting as. Public sees nothing they shouldn't.

/products
Dealer Yes product inventory — chainsaws, blowers, trimmers
Fig. 01Product inventory · live SKUs
Exhibit № 02 Pricebook

Tiered pricing the way your contracts actually read.

Dealer-specific tiers, volume breaks, promotional overrides — computed at quote time, stamped onto the order, locked onto the invoice.

/pricebook
Dealer Yes price book — tiered dealer pricing rules
Fig. 02Price books · tiered dealer pricing
Exhibit № 03 Communications

Email that threads itself — and forks when the subject moves.

Subject-aware threading. Replies land on the right conversation automatically. When a thread drifts off-topic, DealerYes forks it into a new one — without losing the lineage.

/communications
Dealer Yes communications — threaded dealer email
Fig. 03Communications · threaded conversations
Exhibit № 04 3D Tours

Walk a buyer through the product.

Hotspot-driven product tours your team builds in-browser. Ship a link. Dealers preview. Sales closes.

Exhibit № 05 Service

A public-facing service center finder.

Embed on your brand sites. Filter by ZIP, radius, category, or SKU. Shows only the ASCs certified on the part a customer is searching.

/asc/locator?erp={{sku}}
Dealer Yes service center locator — ZIP-filtered map of service centers
Fig. 05Service locator · public, embed-ready
Exhibit № 06 Architecture

Isolated workspaces — one tenant, one world.

Every distributor gets their own workspace, their own subdomain, their own branding. Nothing is shared between tenants. Your data stays yours, period.

Chapter 02 Manifest

Every module in the kit, routed on day one.

№ 01
Catalog & Products
SKUs, categories, brands, media, attachments. Distributor-owned, dealer-scoped assortments.
/catalog · /products
№ 02
Pricebook
Tiered dealer pricing, volume breaks, promotional overrides — applied automatically at quote time.
/pricebook
№ 03
Quotes Orders
Build a quote, send it, convert to order with one click. Prices freeze at conversion.
/quotes · /orders · /cart
№ 04
Invoices & Transactions
Generate, track, reconcile. NET terms, payment lifecycle, downloadable PDFs.
/invoices · /transactions · /payments
№ 05
Communications
Threaded inbox · subject-aware forking · attachments · mobile-first UX.
/communications
№ 06
3D Product Tours
In-browser editor. Hotspot-driven viewer. Lights, scenes, cameras — no plugin required.
/tours
№ 07
Fulfillment & Dealers
Dealer onboarding, approval flow, salesperson assignment, act-as-dealer for reps.
/dealers · /fulfillment
№ 08
ASC Locator (public)
Authorized Service Center finder — embed-ready, ZIP + SKU filtered, geolocated.
/asc/locator
№ 09
Admin & Activity
Tenant admin, member/role management, full activity feed, settings per workspace.
/admin · /activity · /settings
& Chapter 03 Storefront Pact

Already on Shopify? Good. We sit alongside it — not against it.

Consumer side 01

Your Shopify storefront

Keeps doing what it does best — the public buy-now experience, marketing, checkout, fulfillment to end customers.

  • Public product catalog
  • Consumer checkout
  • Marketing campaigns
  • Shopify theme & brand
Dealer & service side 02

DealerYes , underneath

Runs the B2B layer your storefront can't — dealer accounts, tiered pricing, quotes, service networks, 3D product tours.

  • Dealer portal & pricebook
  • Quotes → orders → invoices
  • Service center locator
  • 3D product tours
Drop-in
Service Center Locator — embeds on any Shopify product page. Pass the SKU in the URL, it filters service centers certified for that part.
/asc/locator?erp={{sku}}
Drop-in
3D Product Tours — iframe onto any PDP by SKU. Cross-origin-ready, mobile-safe, no plugins on the shopper's end.
/tours/public?sku={{sku}}
Sync
Shared SKUs — the SKU is the hinge. List a part on Shopify and dealers, service centers, and quotes inside DealerYes line up automatically.
SKU everywhere

One workspace per distributor. Seven levels of permission. Every query scoped, every row accounted for.

§ Role doctrine · ROOT · ADMIN · SALES · DEALER · MEMBER · PUBLIC
Chapter 04 Specification

Sharp edges, round numbers. Here's how it runs.

1 workspace
Per distributor · your brand, your data, your rules
6 roles
Root · Admin · Sales · Dealer · Member · Public
9 modules
Wired together on day one · no assembly required
tenants
Stand up a new distributor in minutes, not quarters
Every POST
Guarded end to end · tamper-proof by default
Zero leaks
Tenant data never crosses the workspace line
2-way mail
Threaded inbox · subject-aware · forks on drift
0 installs
3D product tours run in the browser · no plugins

Ready to wire up
your dealer channel?

Tell us about your brand and your network. We'll provision a workspace, stand up your catalog, and hand you the keys in days — not quarters.

Platform

Contact

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