How To: Setup and Use Agents

When setting up agents there are several steps:

1. Setup the Agents in System Data.
2. Set the amount of commission an agent can earn against Level 2 Stock Types.
3. Decide whether the agent is added to individual sales orders or to customers.

Notes:

• An agent can be prevented from appearing in the Agent drop-down lists in the [ Sales Order | Additional ] and the [ Customer | Detail | General ] screens by ticking the Hide checkbox against their name in the [ Sales Order Processing | Agents ] screen. However, they can be seen by right-clicking on the drop down and selecting 'Show All'. They will also be visible in all historical information such as documents and reports.
• Agent sales are reported on in:
  • [ Sales Summary | Sale Source | Agents (type) ]
  • [ Sales Summary | Sale Source | Agents (detail) ]
    

Creating Agents

1. Open a System Data screen (show me how).
2. Double click on [ Sales Order Processing | Agents ].
3. Press Alt+E or click to enter edit mode.
4. To create a new agent (add a new entry for each agent):
   1. Press F3 or click to add a new item.
   2. Enter the agent's name in the 'Agent Name' column.
   3. Use the 'Hide' checkbox to determine if the Agent should be shown in the Sales Order and Customer Agent drop-down list.
5. Press Ctrl+S or click to save changes.

Linking Agents to Level 2 Stock Types

1. Open a System Data screen (show me how).
2. Double click on [ Stock Type | Level 2 Type ].
3. Press Alt+E or click to enter edit mode.
4. In the 'Agent Commission%' column enter the agent commission figure for each Level 2 Stock Type as required.
5. Press Ctrl+S or click to save changes.

Linking Agents to Customers

If a customer has a default agent listed against them this is set up in the [ Customer | Detail | General ] tab as follows:

1. Open a Customer screen (show me how).
2. Load the required customer record.
3. Press Alt+E or click to enter edit mode.
4. In the [ Customer | Detail | General ] tab, in the drop down list besides 'Default Agent' select the appropriate agent.
5. Press Ctrl+S or click to save changes.
   Note: agents can be added to groups of customers using the Block Change Selected Items button on the [ Customer | List ] screen, see Update Selected Items Dialog.

Linking a Sales Order with an Agent

If a customer has an agent listed on an individual sales order basis this is done in the Sales Order as follows:

1. Create a sales order.
2. Go to the [ Sales Order | Additional ] tab.
3. Select the appropriate agent from the Agent drop-down list in the 'Additional Details' area.
4. Continue processing the sales order as necessary.

See Also

• System Data overview