Sales & CRM
Sales Agent Management
Sales & CRM
Module 24 of 45
Track agent orders, commissions and customer ownership
What it does
Manage the sales agents who bring in customers and orders, with commission percentages set by an administrator. Agents get their own portal and dashboard covering the customers they introduced, the orders placed and the commissions they have earned. Admins see the same picture across the whole team, which makes payouts and performance reviews straightforward.
Who uses it
Sales managers, finance staff and in-house or external sales agents.
Where it fits
Agent orders reference the same product catalogue and warehouse stock records the rest of the platform uses. Sales invoices and payments land in the accounting records, and agents can raise support tickets on behalf of the customers they manage.
What it supports
- Agent Management
- Sales Agent Programs
- Commission Rate Settings
- Order Management
- Sales Agent Portal
- Agent Dashboard
- Product Management
- Customer Management
- Sales Invoice Management
- Payment Management
- Purchase Order Management
- Supplier Contract Management
- Warehouse And Stock Records
- Invoices And Purchase Reports