Published at: 2026-10-12
Get started as a system admin
Enable the DMS base product, confirm optional plugin entry points, and check completion conditions.
Learning objectives
This tutorial helps admins initialize Manufacturing DMS. After you finish, the system shows the Distributor Management and Dealer Portal apps.
Before you begin
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Permissions: Use an account that can configure the Setup.
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License: Confirm that you purchased the Manufacturing DMS license.
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Prerequisites: Enable Price Book and saleable scope before initialization.
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Optional capabilities: To use multi-level ordering, purchase that capability and enable inventory management first.
Steps
- In the Setup, go to CRM Platform Administration > Business Rule Settings > Distributor Management.
- On the Manufacturing DMS introduction page, click Enable now.
- On the initialization page, confirm the standard capabilities to enable.
- If you purchased the Medical Device DMS plugin, enable it on the initialization page.
- After initialization, open the Distributor Management app.
- In the first-time prompt, open the setup guide and check the initialization result.
Verify the result
- The Distributor Management app is visible.
- The Dealer Portal app is visible.
- A purchased and selected medical device plugin is initialized.
- The multi-level ordering entry appears only after you purchase it.