The Sales Agent Profile Page provides an overview of each agent’s sales activity. The Orders tab within the profile shows all sales orders linked to the agent.

Purpose:

• Monitor the sales agent’s order history
• Track the status of sales and collections handled by the agent
• Identify unpaid or pending orders for follow-up
• Evaluate the agent’s sales contribution over time

Customer Profile Tabs:

📃 Details Tab

Use this tab to view and manage the sales agent’s basic information, such as their name, code, and description. This is the default tab when opening the Sales Agent Profile Page.

1. Open a Sales Agent record.
2. Navigate to the Orders tab.
3. View or Update the Sales Agent’s information.

📃 Orders Tab

Provides a detailed list of all sales orders assigned to the sales agent, including the Order Code, Order and Payment Status, Customer, Quantities, and Amount. Useful for tracking agent performance, monitoring order activity, and reviewing assigned transactions.

1. Open a Sales Agent record.
2. Navigate to the Orders tab.
3. You can filter or sort the orders to display specific records.
4. Click the order code to open full details. You will be directed to the specific Sales Order page, where you can review or take further actions.

Next Step: Manage your Customer Groups

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