Creating a Sales Agent

About this article

This article will teach you how to create an Agent user type in Centra and give them account access rights to accounts that they will represent.

What are Agent users for?

Agent user types are used to represent your customers where you otherwise may not have an office location, e.g: you have an office in Sweden but you have accounts that come from the United Kingdom or other parts of the world that want to sell your products. Agents can place orders on behalf of your customers and manage the orders via the Centra Showroom and in some cases be a Sales Rep too.

Prerequisites

To be able to create a Sales Agent you need to have to create the following prerequisites:

Creating a Sales agent

All user types need to be created by a full access administrator, if that is not you please seek out a full access admin internally.

  1. Click 'SYSTEM' in the bottom menu
  2. Click 'USERS'
  3. Click '+USER' in the upper-right corner
  4. Define the user type under 'VISIBILITY ACCESS' as Agent
  5. Enter the following information.

    • Status - Change the status to 'Active' (green)
    • Admin Name - The name of your agent
    • Email - This is what the agent will log into the Centra Showroom with
    • User Name - If given access, this will be what the user logs into Centra with
    • Password - Enter a password or click 'Generate' to auto-generate one.
  6. Select which pricelist(s) and market(s) the Agent should have access to if they are restricted to one market or pricelist to represent
  7. Define whether the Agent should have brand restrictions (this is more relevant if you are a distribution company with many brands or if you supply your customers multiple brands from your store). Do this via the check box
  8. Define whether the Agent can set a credit limit for accounts they have access to (for example, an account may not place orders after €10,000 is exceeded). Do this via the check box
  9. Define whether the Agent can receive order and shipping confirmations. Do this via the check box
  10. Scroll down to the next section called 'USER ACCOUNT ACCESS'
  11. In the column called Account Access check in the accounts that the Agent will represent. You can search for specific accounts or countries in the search bar
  12. Click 'SAVE' in the bottom- or upper-right corner.

Creating an Agent user in Centra that receives commission

All user types need to be created by a full access administrator, if that is not you please seek out a full access admin internally.

  1. Follow steps 1 - 8 in Creating an Agent user in Centra, above
  2. Define whether the Agent should be a sales rep as well (this will allow your Agent to receive commissions on orders that they place when specified per account they have access to)
  3. Enter the commission percent that the agent should receive on orders placed, e.g 15%
  4. Scroll down to the next section called 'USER ACCOUNT ACCESS'
  5. In the column called Account Access check in the accounts that the Agent will represent. You can search for specific accounts or countries in the search bar
  6. In the column called Sales Rep check in the accounts that the Agent will receive a commission for. You can search for specific accounts or countries in the search bar

    It is important to note that you can only have one user listed as a sales rep per account, if you have one agent that is already a sales rep on an account and then create a new agent that is a sales rep for the same account then the sales rep access on the initial agent will be removed.

  7. Click SAVE

Previously, an Agent may have been a buyer and this is okay, however it is important to note that no user type can share an email address with a buyer account. Centra can not define which access should be given if the email addresses are the same. If you are going to use a pre-existing buyer as an Agent then the account’s buyer email address will need to change.