Description

Sales Agent Management module for Perfex CRM

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

 

1. Dashboard
2. Agents Management
3. Sales Agent Programs Management
4. Orders Management
5. 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
6. Integration:
   • Inventory Management for Perfex CRM