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Agents & B2B

Agent accounts, B2B portal, and agent-priced ordering.

Topics in Agents & B2B

B2B Operations10

B2B Operations

10 articles

Set up business customers (agents) such as hotels and partner shops: their prices, order steps and apps, and bill each of them once a month for their orders.

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  1. Introduction to B2B

    Learn what B2B agents are and how EasyBiz helps you price their orders and bill them once a month.

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  2. Add an Agent

    Add the business customers who bring you orders and set up their profiles.

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  3. Add Agent Groups

    Organise your agents into groups so your team can find the right one quickly.

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  4. Create an Agent Price List

    Set up the pricing for your agents so every order is billed at the right rate automatically.

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  5. Set Up Order Procedures

    Choose the steps your team or agents follow when creating an order, so every order comes in with the right information.

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  6. Set Up an Agent User

    Give your agents their own login so they can create orders themselves.

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  7. Create Agent Apps

    Give your agents an app so they can manage their customers and create orders from their phone.

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  8. Track Agent Orders

    Find and review the orders your agents bring in, all in one list.

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  9. Customize the Monthly Invoice

    Make your agents' monthly invoice show the right orders, your bank details and a PayNow QR for the amount due.

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  10. Bill Your Agents

    Bill each agent once a month for all its orders, and record the payment when it comes in.

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