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Client loginالعربية Amman, Jordan[email protected]+962 795 900 124

Sales: from lead to paid

Sales agents

A sales agent is a company that resells our products or orders for its own customers. Here you add the agents, check them, protect their customers and pay their commissions.

Where

Sales & CRM › Sales Agent › Dashboard · Agents · Settings

Who

Anyone allowed to see sales agents: all of them, their team's, or only their own. The settings need the right to see settings.

The dashboard

Four figures for the quarter: Agent sales this quarter, KYC pending, Credit used and Waiting for you. The table Agents by sales this quarter shows each agent's sales, orders, Tier and how far the Next tier is. The block Waiting for you lists the orders to approve, the join requests and the commissions that wait for you.

The Sales Agent dashboard

Add an agent

1
Open Agents and press New agent.
2
Company: type the Company name, or choose a customer you already have in Or an existing customer. Add the contact's name, Contact email and Phone.
3
Stock model: Buys the stock (we invoice when we deliver) or Consignment — our stock, paid when sold (the stock stays in our books until the agent reports it sold).
4
Prices & program: choose the Price list (the agent cannot change prices) and the Program.
5
Money: the Credit limit (orders above it wait for approval), the Payout method and the IBAN.
6
Protection: choose the Account manager (it must be filled), the Territory and Protect a new customer for (days). Press Save.

The list has five views: Active, Buys the stock, Consignment, KYC pending and Archived. Import brings many agents from a file: one row is one agent.

Above the list, Export takes it out as a file and ⚙ Columns chooses which columns the table shows.

The Agents list
The Agents list, one view chosen

The agent's own page

Press an agent to open it over the list. Its head has Edit and More ▾ (Set KYC, Archive).

TabWhat it holds
OverviewThe Terms (stock model, price list, program, account manager, credit limit, payout method, territory) and the Contacts.
KYCThe identity check. Set it from More ▾ › Set KYC: Pending review, Approved or Rejected. A rejection needs a reason.
Protected customersThe customers, email domains and territories kept for this agent. Press Protect a customer to add one; Release ends it and the record is kept.
CommissionsA commission is earned when our invoice is issued and taken back when a credit note or a cancel reverses it. Approved commissions are paid out from here.
Monthly reportsOnly for a consignment agent. Each month the agent reports what it sold. Its account manager presses Confirm and invoice (that issues the invoice and moves the stock out) or Send back.
Sales agents: Overview
Sales agents: KYC
Sales agents: Protected customers
Sales agents: Commissions
Sales agents: Monthly reports

The settings

Four settings, per company: Protect a new customer for (days), Commissions need an approval before payout, Agents may register themselves on the portal and Consignment settlement day. Press Save changes.

The Sales Agent settings
The agents' orders
Next: Programs for sales agents · An agent's orders: Sales orders › Agents' orders