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Word: This can be a module for Perfex CRM and must combine with the INVENTORY MANAGEMENT MODULE (from version 1.3.0) to handle stock of merchandise.

Transient description

Gross sales Agent Administration Module is your answer for managing your organization’s gross sales brokers and their commissions. Whereas gross sales brokers create new buyer profiles and maintain observe of their orders, admins can set fee share values for gross sales brokers and think about necessary gross sales information on their dashboards. Gross sales brokers even have devoted dashboards. They will overview details about their prospects, orders positioned, commissions accrued, and different statistical information.
This answer has every thing you and your gross sales agent workforce want to spice up your income.

Sales Agent Management for Perfex CRM

Sales Agent Management for Perfex CRM


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Module Options

  1. Dashboard
  2. Brokers Administration
  3. Gross sales Agent Applications Administration
  4. Orders Administration
  5. Gross sales Agent Portal:
    • Dashboard
    • Gross sales Agent Applications
    • Product Administration
    • Buyer Administration
    • Buy Administration
      • Buy Order Administration
      • Provider Contract Administration
      • Provider Bill Administration
    • Stock Administration
      • Receiving Voucher Administration
      • Dlivery Voucher Administration
      • Warehouse Administration
      • Stock Historical past
    • Gross sales Administration
      • Gross sales Bill Administration
      • Fee Administration
    • Tickets Administration
    • Stories:
      • Invoices Report
      • Buy Orders Report
      • Whole Revenue by Sale Invoices
      • Whole Bills by Buy Orders
    • Settings:
      • Basic Settings
      • Approval Course of
      • Buyer Group Administration
  6. Integration:

Demo

Sales Agent Management Demo

Set-up

Included documentation will assist you add and activate the module inside Perfex CRM, if you’re not conscious on easy methods to do it.

Help

Our assist workforce is all the time round to assist. Be happy to boost a assist ticket.
Guys from assist division will get again to you as quickly as potential with a reply, guiding you thru any points.

Changelog

Model 1.0.0 / 2022-10-01 

    Preliminary model

Model 1.0.1 / 2024-06-06 

    Add permission for employees

Model 1.0.2 / 2024-06-06 

    Repair the error of the Add Permission button not working

Model 1.0.3 / 2024-06-06 

    Repair error of the Create bill button not creating an bill so as particulars (admin portal)
    Repair error of not with the ability to submit an Bill when the bill accommodates an merchandise (Agent portal
    Repair error displaying the icon of the Program menu
    repair key phrase language error
    Repair the error of displaying incorrect foreign money within the agent portal

Model 1.0.4 / 2024-06-06 

    Print sale bill & sale receipt (sale-agent portal)
    Improve supply code to be appropriate with PHP 8.1.
    Upgraded options to be appropriate with the newest model of Perfex CRM.


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