How To: Setup and Use Agents

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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:

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 the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  4. To create a new agent (add a new entry for each agent):
    1. Press F3 or click the NEW ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right   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 the disk icon is the button bar's SAVE button    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 the green triangle icon is the buttonbar's EDIT button 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 the disk icon is the button bar's SAVE button    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 the green triangle icon is the buttonbar's EDIT button 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 the disk icon is the button bar's SAVE button    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

Visit KhaosWikiX at http://wiki.keystonesupport.net/wiki_kcx/ to see the following:

Contact the Khaos Team