It’s a well-known fact that managing sales agents can be a complex task for some companies. Computing the commissions is a prolonged and tedious process.
WooCommerce businesses require a robust and powerful process that requires a well-esteemed solution that instantly calculates sales commissions to track the customers and their required data.
What is Sales Agent for WooCommerce?
Sales Agent for WooCommerce is a powerful and robust solution to manage your company’s sales agents and track their commissions. Even though sales agents are in charge of making a new profile for each customer and keeping track of their orders, the admin can change the commission percentage for sales agents and see important sales data on their dashboard.
Sales agents also have their own dashboards where they can look at information about their potential customers, orders that have been placed, commissions earned, and other useful statistics.
Installing Sales Agent for WooCommerce
Following are some of the steps required to install Sales Agent for WooCommerce:
Step # 1
Download the plugin ZIP file from WordPress
Step # 2
Go to the WordPress Admin Dashboard, then Go to Plugins
Step # 3
Click on the Add New button on the top left side
Step # 4
Click on the Upload Plugin button and upload the ZIP file of the plugin you downloaded earlier.
Step # 5
Click on the “Install Now” button
Step # 6
After successfully installing the plugin, click on the “Activate” link.
Features of Sales Agent for WooCommerce
Some of the features of the Sales Agent for WooCommerce:
Features for Sales Agents
- Create new customer profiles
- Create multiple orders for their customers
- View multiple orders and commissions
Features for Administrators
- Create a commission structure of categories
- Assign multiple commission categories to sales agents
- Create and edit sales agent profiles
- Monthly & Annual performance reports
- Exports the list of commission
Analyzing your Store using Sales Agent for WooCommerce?
Some of the factors of analyzing your Store via Sales Agent for WooCommerce:
Sales Agent Dashboard
A specific area for sales agents where they can add their customers, view multiple notifications and compute commission.
Global Commissions
You must create, assign, and edit commission percentage values for sales agents.
Exports Commission Lists
Export a filterable list of all the commissions respective to the sales agent who can attain them.
Commission Categories
Enables users to assign each sales agent to various commission percentages.
Create Order as a Customer
Sales Agents can simply purchase based on their customers.
Admin Dashboard
Enables the user to view an annual or monthly performance summary that includes numbers for created customers, sales agents, orders, and paid and pending commissions for each month.
Sales Agent Management Area
Now, create, edit, and delete sales agent profiles with relevant ease. The admin can also transit the commission details for any agent.
Adding Commission Category
Some of the steps required to add a commission category are as follows:
Step # 1
Go to WP Admin Menu, and Click on Commission Category.
Step # 2
Add the name of the commission category.
Step # 3
Add a slug (slug Is a URL-oriented version of the name).
Step # 4
Adding a description of your commission-based category.
Step # 5
Adding the commission percentage.
Step # 6
Now you can click on the Add New button (which means the commission is created, and the admin will be able to assign it to the agent).
Front-End Display
- Admin can view all the commission categories with commission percentage.
- Admin can view, edit, & delete commission categories.
Commission List
Based on the Commission List:
- Admin can view the commission list or details.
- Admin can edit commission list or details.
Viewing Commission List
Some of the steps required to view the commission list are as follows:
Step # 1
Hover to Agents -> Go to Commission List
- Admin can search by agent name and filters by date [from: to]
- Admin can export all commissions [export will be applied if a search is applied]
- Add Agent Name
- Examine Order Number
- Find Order Date
- Search Commission Value
- Find Order Details
Step # 2
Provides an option to edit or delete
Step # 3
Click on the Export Button (Search Applied), and Now Click on Export CSV
Changing Commission Status
If you want to view commission details, the admin can change the commission status (Paid, Pending, Cancelled) via a drop-down menu. They can also view details that include:
- Order number
- Order date
- Commission Status: Admin can also change commission status for pending, paid, canceled
Sales Agents – Administrator Display
Creating a New Sales Agent
Step # 1
Hover to WP-Admin Menu, Click on Agents, and Add New.
Step # 2
Add the first and last name of the agent.
Step # 3
Enable or Disable Customer Registration, and the agent will be able to build a customer from the my-account page.
Step # 4
Assign a significant sales agent role to any user of WordPress.
Step # 5
Assigns the commission category to your agent and then define the percentage obtained from the commission for the particular agent.
Step # 6
Now, click on the Create button.
Getting Started
If you want to get hands-on experience as Sales Agent for WooCommerce, you need to follow the steps below:
- Purchase a ‘Sales Agent for WooCommerce’ extension.
- Download and install the extension.
- Activate, Setup, and Configure the WooCommerce extension.