Sales Dashboard

What can sales agents do?

Sales agents can view certain details about their profile and create new orders (on behalf of the customers) and customers’ profiles.

• Agent statistics
• Agent customers 
• Agent orders 
• Agent commissions

How can sales agents create customer profiles?

1. Go to Agent Customers → Create Customer.
2. The agent can add all customer info.
3. Click on save changes.

 

How can sales agents view their customer list?

1. Go to the wp-admin menu → Agent Customers 
2. The agent can view a list of all customers.
3. The agent can use filters to view specific customers (if the search is applied).
4. The agent can view customer details.
5. Agents can make orders on behalf of their customers (When clicked, it will switch agents to a customer account. Sales agents will be able to access the Shop, Cart, and Checkout page)

How can sales agents view customer information & orders?

• Agents can view all customer info.
• Agents can edit all customer info.
• Agents can view all orders created by customers.
• Agents can view customer WooCommerce order details.

How can sales agents create an order for customers?

1. Go to the wp-admin menu → Agent Customers → Make an Order
2. Click on the “Make an order” button. It will switch the agent account to the customer’s account.

• Click on the Back to Agent button to switch from customer account to agent account.

How to view customer orders?

Agents can view customers’ orders.

• Go to the wp-admin menu → Agent Orders 
• Agents can view all customer’s orders and search.

(To click on View to get the order details)

How to view agent commissions?

Agents will be able to view all commissions lists.

• Go to the wp-admin menu → Agent Commission
• View order number
• View order date
• View commissions value
• The agent can export all commissions  records

Agent can export all commission records to Click on the Export button (search applied)

How to view agent statistics?

Agents will be able to view all statistics.

• Go to the wp-admin menu → Agent Statistics.
• Agents can filter by customers, orders, and commissions.