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EditandPrint Version.5 Business Partners

Home EditandPrint Version.5 Business Partners

Business Partners

  • Printer
  • Sales Agent

Printer

Printer

This section enlists print vendors which you have added to assign print orders for products that you don’t offer or outsource excessive print orders.

Overview: Quick links to add and manage details of every print vendor and assign them orders, as well as mark their commission as paid, unpaid or canceled. Other than these you can also find a quick link to login as printer to view their admin panel. You can toggle printer status as Green (Active) or Red (Inactive).

Note: From your admin, you can track actions performed by the printer vendor in their admin. Simply go to…

Admin > Reports > Log > Audit Log > Enter time duration > Show Report

New Order Notification: Printer/Vendor will get notification under the top right notifications link regarding the new orders which you have assigned to them.

Action Menu

Admin > Business Partners > Printer > Action dropdown View: Displays selected printer’s details and has a quick link to Login as printer, which allows you to see this printer’s admin panel and perform actions on their behalf. Once you are finished, click Logout.

Edit: Quick link to edit details in printer’s profile.

Printer Commission: Displays details regarding commission amount to be paid to selected printer on different orders along-with their status based on the configuration. The default status will show up as ‘Unpaid’, but you can then change their status to ‘Paid’ or ‘Canceled’ by selecting particular order using available checkboxes and changing the status from ‘Action’ menu at top left side.

Assigned Products: This interface allows you to allot selective products from your existing product list. By default this option is disabled, to enable it go to…

Admin > Store Configuration > Settings > Search with “Printer” > Order Assignment to Printer (Select Product Wise)

You can assign products to a printer in either of the two ways:

  • Auto: Tick this option if you want all the orders for the specified products to automatically reflect in the Printer’s admin as well. The order price and shipping details are not displayed to the printer. In case you want customer’s details to be displayed to the printer, then go to…

Admin > Store Configuration > Settings > Search with “Printer” > Display (Enable/disable) customer personal and billing detail into printer admin panel (Select “Yes”)

  • Manual: If you tick this option, you will be required to manually assign product orders to this printer. Every time an order is received, you will need to go to View Orders and assign the product order to the printer. More on this in List Orders.

Assigned Orders: Quick link to view all the orders assigned to this printer.

Login as Printer: Quick link to enter into the selected printer’s admin panel and perform actions on their behalf (access assigned orders and view related reports). Once you are finished, click Logout.

Add

Admin > Business Partners > Printer > Add (Top Right Link)

Fill in the details and click Submit to instantly add a new printer. You are also required to enter the User Name and Password which the printer will use to login his/her admin panel. The newly added printer will automatically receive an email with their login credentials, which they can later change.

Disable Printer Module

By default, Printer/Vendor module is enabled. To disable it, simply go to…

Admin > Store Configuration > Settings > Search with “Printer” > Enable Printer Module (Select “No”)

Sales Agent

Sales Agent

This section enlists sales agents which you may have added. Sales agent generally refers to a person who receives certain commission on any particular order made by a customer referred to you by them.

Overview: Quick links to add and manage details of every sales agent and their commissions. Other than these you can also find a quick link to login as sales agent to view their admin panel. You can toggle sales agent status as Green (Active) or Red (Inactive).

Note: From your admin, you can track actions performed by the sales agent in their admin. Simply go to…

Admin > Reports > Log > Audit Log > Enter time duration > Show Report

New Order Notification: Sales Agent will get notification under the top right notifications link regarding the new orders placed by their customer.

Action Menu

Admin > Business Partners > Sales Agent > Action dropdown

Edit: Quick link to edit details in sales agent’s profile.

View: Displays selected sales agent’s details and has a quick link to Login as Sales Agent, which allows you to see this printer’s admin panel and perform actions on their behalf. Once you are finished, click Logout.

Manage Commission: Displays details regarding commission percentage or amount to be paid to selected sales agent on different orders along-with their status based on the configuration. The default status will show up as ‘Unpaid’, but you can then change their status to ‘Paid’ or ‘Canceled’ by selecting particular order using available checkboxes and changing the status from ‘Action’ menu at top left side.

View Customers: Quick link to view details of customers that you have added from Add Customer under selected sales agent or selected sales agent has added from their admin panel. You can carry out various actions from here such as view orders, templates and more.

View Orders: Quick link to view all orders placed by customers under selected sales agent.

Login as Sales Agent: Quick link to enter into the selected sales agent’s admin panel and perform actions on their behalf (access orders placed by customers under them and view Sales Agent Commision report). Once you are finished, click Logout.

Add

Admin > Business Partners > Sales Agent > Add (Top Right Link)

Fill in the details and click Submit to instantly add a new sales agent. You are also required to enter the User Name and Password which the sales agent will use to login his/her admin panel. The newly added sales agent can receive an email with their login credentials if ‘Send Notification’ is set to Green (enabled). The sales agent can later change the login credentials whenever required.

From the same page, you are able to setup commission to be provided to sales agent for the orders placed by customers under them. The commission type can be a fixed percentage of order amount, or a dynamic percentage based on ‘upto’ order amount range.

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