In Stockagile, from the wholesaler module we have the option of creating a user for a sales agent, who only has visibility of the companies in his area or vertical and the sales he makes.
Requirements to create a user
The user must have the role of OWNER, STORE MANAGER or WAREHOUSE MANAGER.
Steps to create a sales agent
Go to the drop-down menu at the top right with the user name.
Click on USERS.
In the list of users, click on the"+ Add user" button located at the top right.
We must fill in the new user's data and assign him/her the "Wholesaler" role.
It is important that you assign the showroom or warehouse where he will work. You can also assign a virtual showroom (which has no assigned product), but allows you to assign companies to this commercial and have visibility of their orders.
Step 3 Add user
Step 4 Assign Wholesaler Role
Step 5 Assign Showroom or Warehouse
Aspects to consider
In the Inventory Module, the Wholesaler will only have visibility in "stock" and "transfers".
In the Wholesale Module, in the Sales section, you will only be able to make sales with the companies assigned to you.
This is a user who has little visibility, but is allowed to review stock, enter sales orders and review shipments to companies.