Sales Agent Integration in Dash SaaS

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Introduction

The Sales Agent Add-on is a powerful tool designed to elevate your sales team’s performance and streamline sales operations. With this comprehensive solution, you can effectively manage sales activities, nurture customer relationships, and achieve your performance goals. The SalesAgent Module simplifies program management by offering real-time tracking of sales programs and providing dedicated dashboards for sales agents to access performance insights. Moreover, it streamlines the order-to-invoice process, making purchase orders and invoice management effortless and ensuring smooth transactions.

How to Install the Add-On?

To Set Up the Sales Agent Add-On, you can follow this link: Setup Add-On

How to use the Sales Agent Add-on?

Dashboard

The dashboard gives you a quick overview of all your sales activity, including the total number of sales agents in the system.
You can instantly see how many agents are currently active and how many are inactive, helping you manage your team more effectively.
It also displays the total number of programs created and the total number of orders handled through the platform.
The number of delivered orders is shown as well, giving you real-time insights into how efficiently your orders are being fulfilled.
Just below these key stats, there is a detailed list of all sales agents, showing information like their name, contact number, email address, total orders assigned, total order value, and number of delivered orders.

Sales Agents

After the dashboard, go to the sidebar and search for a sales agent. Here you will see three sub pages.
The first page is for sales agents. Here you can create a new sales agent with the help of the create button given at the top. Just enter the name, contact, email, password, and tax number. After that, add the billing address, city from where the order is sent, shipping address, and the city where the order is going to be delivered.
Once you do that, the entry of that agent will be recorded on the sales agent page including the necessary details like number, name, email, contact, active status (you can enable or disable it easily).
Beside the details, you will see an action column where there are three buttons. First button is for view, upon clicking on the view button you can see the details of the sales agent, list of programs, you can view, edit or delete them, and you can also view the list of purchase orders, you can view, edit or delete them easily.
Then the rest two buttons are for edit and delete, you can edit and delete the sales agent details with the help of these two buttons.

Programs

After the sales agent page, comes the page for programs. Here you can create new programs with the help of the create button given at the top. Add the program name, start date, end date, enable the discount type from percentage and fixed, select the approved program participants from the dropdown, select the can view & request join programs from the dropdown, at last add the details.
Below the details column, you will see a list of items, where you can create new items. Just select the products, items (you can also select multiple items), from amount, to amount, and at last add the discount.
After you create a program, the entry will be recorded on the programs page. Here you can see all the details of the programs such as program name, sales agents, from, and to. Beside which there is an action column, where there are three buttons.
First comes the view button, from where you can view the program details like general details, description, list of approved program participants, list of discount information, and at last comes the list of items. At the top of that page you will see two buttons, with the help of the first button you can join the meeting through video hub, the second button is for join request through which you can see the list of join requests.
The next two buttons are for edit and delete through which you can edit or delete the program details.

Orders

Go to the Orders tab to view a full list of sales orders.
Each order entry displays important information like order number, agent name, order value, date, invoice number, delivery date, and current status.
To explore further, click on the Order Number to access full order details.
From there, you’ll be able to review the linked purchase order, view the associated program, and take any necessary action, such as verifying items or making updates.

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