Note: This is a module for Perfex CRM and need to integrate with the INVENTORY MANAGEMENT MODULE (from version 1.3.0) to manage inventory of products.
Brief description
Sales Agent Management Module is your solution for managing your company’s sales agents and their commissions. While sales agents create new customer profiles and keep track of their orders, admins can set commission percentage values for sales agents and view important sales data on their dashboards. Sales agents also have dedicated dashboards. They can review information about their customers, orders placed, commissions accrued, and other statistical data.
This solution has everything you and your sales agent team need to boost your revenue.
Module Features
Dashboard
Agents Management
Sales Agent Programs Management
Orders Management
Sales Agent Portal:
Dashboard
Sales Agent Programs
Product Management
Customer Management
Purchase Management
Purchase Order Management
Supplier Contract Management
Supplier Invoice Management
Inventory Management
Receiving Voucher Management
Dlivery Voucher Management
Warehouse Management
Inventory History
Sales Management
Sales Invoice Management
Payment Management
Tickets Management
Reports:
Invoices Report
Purchase Orders Report
Total Income by Sale Invoices
Total Expenses by Purchase Orders
Settings:
General Settings
Approval Process
Customer Group Management
Integration:
Inventory Management for Perfex CRM
Demo
Sales Agent Management Demo
Set-up
Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.
Support
Our support team is always around to help. Feel free to raise a support ticket.
Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.
Changelog
Version 1.0.0 / 2022-10-01
Initial version
Version 1.0.1 / 2024-06-06
Add permission for staff
Version 1.0.2 / 2024-06-06
Fix the error of the Add Permission button not working
Version 1.0.3 / 2024-06-06
Fix error of the Create invoice button not creating an invoice in order details (admin portal)
Fix error of not being able to submit an Invoice when the invoice contains an item (Agent portal
Fix error displaying the icon of the Program menu
fix keyword language error
Fix the error of displaying incorrect currency in the agent portal
Version 1.0.4 / 2024-06-06
Print sale invoice & sale receipt (sale-agent portal)
Upgrade source code to be compatible with PHP 8.1.
Upgraded features to be compatible with the latest version of Perfex CRM.