Sales Agent
Section: Sales & Billing
URL:/admin/sales_agent
Page title: Sales Agent
Overview
The Sales Agent module manages external sales representatives — their programme enrolment, commission structures, order management, shipment tracking, and performance dashboards. Agents can access a dedicated portal to view their own orders, commissions, and deliveries.
Business value
Extends your sales network through a managed channel of external agents without adding headcount. Tracks every agent's contribution and automates commission calculation.
- Who uses it: Sales director, channel managers, finance, external sales agents
- Key benefit: Grow revenue through partner channels with full visibility into agent activity and automated commission payouts.
- Metrics it influences: Channel revenue, agent commission, order fulfilment rate, delivery on time
Typical use cases:
- Onboard regional sales agents under a specific programme and commission rate
- Agent places customer orders through the portal; orders flow into the main CRM pipeline
- Finance exports commission statements at month-end for payroll
- Agent tracks shipment status for their orders in real time
Accessing this module
From the admin sidebar, navigate to Sales Agent, or open the URL directly:
/admin/sales_agent
Key concepts
| Concept | Description |
|---|---|
| Agent | An external representative linked to a CRM staff account or standalone login |
| Programme | A commission scheme with rate, tier thresholds, and eligible product categories |
| Agent Order | An order created or attributed to a specific agent |
| Shipment | Delivery record linked to an agent order, with status tracking |
| Commission Statement | Periodic report of earned commissions per agent |
Common actions
- Create agent — enrol a new sales agent and assign them to a programme.
- Manage programmes — define commission rules, rates, and tiers at
/admin/sales_agent/programs. - View orders — see all orders attributed to agents with fulfilment and payment status.
- Track shipments — monitor delivery progress for agent orders.
- Generate commission report — export commission earned per agent for a given period.
- Agent portal — agents log in to view their own orders, commissions, and shipment status.
Agents place orders and track their commissions through the dedicated portal — this reduces admin load on the internal team and gives agents real-time visibility into their earnings without calling finance.
Agent orders flow into the main CRM pipeline so all sales activity is visible in a single system regardless of channel. Internal reps and managers see agent-attributed orders alongside direct sales for a complete revenue picture.
Source: crm-connect-main/app/modules/sales_agent