Tagrit ERP Sales Agent
Management Module

Sales agents benefit from a dedicated dashboard where they can review customer information, order histories, accrued commissions, and various performance statistics. This visibility allows agents to better understand their customer relationships and prioritize leads effectively.

Administrators can easily manage sales agents, set commission percentages for each agent, and view critical sales data on their dashboard. This feature ensures transparency, enabling real-time adjustments to commissions and incentives based on individual performance.

The module provides a centralized system to manage sales orders, purchase orders, and customer profiles. Sales agents and admins alike can access detailed customer information, facilitating improved customer relationships and more effective sales follow-up.

Sales agents have access to a self-service Sales Agent Portal that includes:

• Product and Customer Management: Agents can manage product data, customer details, and order placements.
• Sales and Inventory Management: Real-time tracking of sales inventory, deliveries, warehouse data, and inventory history.
• Commission Review: Agents can monitor accrued commissions, helping them stay motivated and aligned with sales goals.

This module offers robust reporting features that deliver valuable insights into agent and product performance:

• Invoices and Purchase Orders Reports: Track revenue and expenses.
• Total Income and Expenses Reports: Measure performance by Sales Invoices and Purchase Orders.
• Sales Agent Activity Reports: Get granular data on each agent’s activities and contributions to revenue.

Admins have control over module configurations with General Settings and can set up an Approval Process for sales and purchase orders, ensuring efficient workflows. Additionally, Customer Group Management allows for the segmentation of customers, supporting more targeted sales efforts.