Sales App offers your wholesale buyers a seamless way to view your products and place orders in an offline environment using the iOS/Android app. Once you create your catalogue and enter your products, ensure that all data is synced in the Sales App. Use the following guidelines to create user accounts for your Sales Agents and restrict their access.
Introduce your Sales Agent to the Sales App
If your Sales Agent(s) have not used the Sales App yet, introduce and train them on how to use it so they feel comfortable entering the sales on the app. You can share the following resources with them:
Create a user for your Sales Agent
To create a user for your Sales Agent, follow the guide below:
- General Settings - User Management - Add New User
Please note that only users with the Zedonk App flag enabled will be able to access the Sales App.
Note: To add a new user you must have purchased a licence for an additional user.
For more information please email [email protected]
Restrict user permissions for your Sales Agent
Once you have created a user for your Sales Agent, you can limit their access in Zedonk Web.
Create Customer Account Manager Groups first:
By creating and assigning a Customer Account Manager Group to specific customers, you can manage sales agent permissions, track sales by group, and calculate commissions more accurately.
Important: Note that it is currently not possible to restrict access to specific customers or orders on the Sales App.
As an administrator, you may wish to start by restricting system permissions to all areas, then enable only the areas and features you are happy your Sales Agent to access in Zedonk Web.
Below we have highlighted some of the most used system permissions restriction for Sales Agents that you can apply to your Sales Agents.
Enable your Sales Agent to view the Sales App connector
If you want your Sales Agent to create a Catalogue and add Products, ensure that the Connectors > Zedonk App flag is enabled on their user account.
Restrict your Sales Agent's access by Account Manager Groups
Enable the Restrict Access by Account Manager Group setting to restrict the Sales Agent to:
- viewing and managing only their own Digital Showroom linesheets/selections,
- customers and sales orders related to their specific Account Manager Group (only in Zedonk Web).
Assign your Sales Agent to an Account Manager Group
Once access is restricted by Account Manager Group you will see a new tab called Account Manager Groups. Here you can tick which group(s) the Sales Agent belongs to.
Creating Customers by your Sales Agents
If your Sales Agents need to create Customers in Zedonk, you have two options:
- Ask them to populate the Data Import templates, forward them to a user with access to the Customers area in Zedonk and import them in bulk. Review the links below to learn how to download the Data Import templates and how to use them to import Customer data in bulk:
- Customers - Data Import - General- Customers - Data Import - Addresses - Create a placeholder Customer(s), so that your Sales Agent can create Sales Order Confirmations for the placeholder Customer(s).
You can then update the Customer Details and apply changes made on the placeholder Customer record to the Sales Orders associated with the placeholder Customer record.
Click on all Sales Order Confirmations created by your Sales Agent(s) and move between selected records to Update Customer Fields from the Actions menu.