12 guides · 1 topics
Agents & B2B
Agent accounts, B2B portal, and agent-priced ordering.
Topics in Agents & B2B
B2B Operations
12 articlesIntroduction to B2B
Learn what B2B is and how it helps you manage and pay the partners who bring orders to your business.
Read articleAdd an Agent
Add the people and partners who bring orders to your business and set up their profiles.
Read articleAdd Agent Groups
Organise your agents into groups so your team can find the right one quickly
Read articleCreate an Agent Price List
Set up the pricing for your agents so every order is billed at the right rate automatically.
Read articleSet Up Order Procedures
Set up the steps your team or agents follow when creating an order, so every order comes in with the right information.
Read articleSet up an Agent Workflow Account
Give your agents their own login so they can create orders and access the mobile app.
Read articleCreate Agent Apps
Create an app for your agents so they can manage their customers and create orders from their phone.
Read articleTrack Agent Orders
Find and review the orders your agents bring in, all from one dashboard.
Read articleCustomize Invoice Templates
Create and customise the invoices you send to your agents so they clearly show what they are being paid for.
Read articleBill Your Agents
Review your agents' monthly orders and send them their invoices.
Read articleIntroduction to Receivables
Keep track of every unpaid and partially paid order in one place.
Read articleManaging Your Receivables
Learn how to track, filter, and follow up on unpaid and partially paid orders.
Read article