To add an agent, open Settings › Sales Channels › B2B agents and click Add Agent. Enter the agent's name, its business unit, the company you bill it from and its price list, then click Add. The agent's own page opens, where you finish its profile, order settings and billing details.
What is an Agent?
In EasyBiz, an Agent is a business customer that brings orders to you, such as a hotel, an office or a partner shop. Instead of paying for each order, the agent gets one invoice from you each month for the orders it brought in.
By adding your agents into the system, your team can easily create orders tied to the right agent, keep track of how many orders each agent brings in, and bill each one the right amount. This guide will walk you through how to add an agent and set up their profile.
Open the Agents Page
Everything related to your agents is managed on the Agents page.
- Click Settings (the gear icon at the top right).
- In the Sales Channels section, click B2B agents.
Add a New Agent
Add an agent: On the Agents page, click the Add Agent button.
Initial set up: The Add New Agent window opens. Fill in these fields to build the foundation of the agent's profile:
Agent Name: The name of the agent. Each agent needs its own name.
Agent Business Unit: This determines which part of your business handles this agent's orders. All sales orders from this agent go under this business unit.
Agent Payable To: The company you use to bill this agent. If you have more than one company, select the correct one from the dropdown.
Agent Price list: The prices this agent's orders use. If the business unit has one published Agent Price List, it is already chosen for you. Leave the field empty to charge the agent your usual prices. You can change it later on the agent's page, under Agent Sales Order Settings.
- Finish: Once you have filled out these fields, click the Add button.
Complete the Agent Profile
After clicking Add, you'll see "New agent added" and the agent's own page opens. A message at the top reminds you to finish the agent's Sales Order Settings and Agent Billing Information. For now, we will focus on the Agent Profile section.
Locate the Agent Profile section and fill in the details that apply to your agent:
- Agent Name: The name of the agent.
- Agent Logo: The agent's own logo, if you have one.
- Agent Code: The agent's sales channel code, a short name for this agent in reports and printouts. EasyBiz gives the agent a default code; type your own to change it. No two sales channels can share a code.
- Agent Group: Assign the agent to a specific group. See Add Agent Groups.
- Example Scenario: This is helpful when you receive a manual order in the factory. Your factory worker can quickly create an order from their workflow app by picking the correct Agent Group to find the specific agent.
- Phone Number: The agent's mobile number.
- Agent Company UEN: The official registered identification number of the agent's company.
- Address: The agent's address.
The agent's profile details print on the agent's sales order documents, such as receipts and labels.
For this example, we will just leave it as it is, though it is generally recommended to fill in the full profile for better record-keeping.
Save Changes: Once you have finished entering the details, click the Save button in the section. You'll see "Agent profile updated".
Verify: Click Agents at the top of the page to go back. You should now see your new agent in the list.