Assign sellers and their customer portfolio

If your business works with a sales team, each customer is assigned to a seller. The seller looks after their own book, receives their customers' orders and can buy on their behalf, without seeing the rest of your base.

Step by step

1. Create the seller

1. In the side menu, go to Configuration → Managers.
2. Tap Add user.
3. Type the email that person will use to sign in to the panel. Optionally, name, last name and phone.
4. To the right of the email there is a Seller switch. Turn it on.
5. A notice opens explaining that the user will be left with access to Customers and Orders only. Tap Confirm.
6. Below it the seller's own configuration appears: Can create customers and Allowed price lists.
7. Tap Save.

Turning Seller on switches off every other access for that user. It is a deliberately narrow role: it keeps only Customers and Orders.

2. Assign them customers

1. In the side menu, go to Sales → Customers.
2. Open the customer's record.
3. In the commercial conditions card, pick the person in the Seller selector.
4. Tap Save.

Only a manager or an administrator can assign or change a customer's seller. A seller cannot reassign somebody else's customers: if they create a new customer, it is assigned to them, and if they try to touch one that already belongs to another seller, the system rejects it.

3. See each person's book

In the customer list, the Seller column and filter let you see each person's book. The filter's None option shows you the customers nobody is looking after.

What a seller sees and can do

• They see only their assigned customers, in the list and in orders. The counter above the list reflects their book alone. If they open the record of a customer who is not theirs, the system stops them.
• They can edit their customers, including the price list, the classification, the discount and those customers' internal notes. What they cannot do is reassign them to another seller.
• They can create customers. The Can create customers permission is on by default: you only need to go to the manager card if you want to take it away.
• They can only assign the price lists you enabled under Allowed price lists. If you ticked none, they can use them all.
• They receive an email when an order comes in from one of their customers.
• They can build orders on behalf of their customers from the store.
• They do not administer discounts. The Discounts screen does not appear in their menu.

Transferring a book to another seller

When somebody leaves the team or changes territory, all of their customers move at once:

1. Go to Configuration → Managers.
2. On the card of the seller handing over, next to the chip showing how many customers they have, tap Transfer.
3. The screen goes into transfer mode and tells you to find the recipient.
4. Scroll down to the card of the seller receiving and tap Receive.
5. Every customer is reassigned.

If you change your mind before picking a recipient, tap Cancel on the sending card.

Measuring each seller's sales

There is a dedicated screen: in the side menu, Sales → Sales by seller. Every order is stamped with the customer's seller, so that is where you see how much each one sold.

There is no automatic commission calculation. If you settle commissions, export the orders and do the maths outside.

If you cannot find it

• You don't see the Seller selector on the customer record. It only appears if there is at least one seller set up. Create the first one under Configuration → Managers.
• The seller does not see their customer's orders. Check that the customer really does have that seller assigned and saved. Order visibility comes from the customer's assignment, not from a per-order assignment.
• You want a seller to see every customer. Not possible: the Seller role is limited to their book by design. If that person needs to see everything, do not make them a seller: give them a manager user with the Customers permission.
• A customer cannot have two sellers. The Seller field is one per customer. If two people look after the same account, pick who is the owner.
• You don't see the Transfer button. It only appears on the cards of users with Seller mode on who already have customers assigned.

Tips

• Assign the seller at the same moment you approve a new customer. That way the opening order arrives notified to whoever will handle it.
• The list's "Seller: None" filter shows you the orphaned customers nobody is following up.
• Combine sellers with classifications, by territory or by sector, to divide up books cleanly.
• If a seller should only sell with one specific list, tick it for them under Allowed price lists. It is safer than trusting them to pick the right one.