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How to Add, Manage Agencies and Generate Commission Reports
How to Add, Manage Agencies and Generate Commission Reports

Segment sales, invoices, report on your sales by sales agency and track commissions

Brenda Beckham avatar
Written by Brenda Beckham
Updated over a week ago

Adding agencies to your accounts gives you the chance to reach a wider region, expand your sales and grow your business fast.

Uphance makes it easy to add agents to your account, manage them efficiently, and generate commission reports for each agent on the fly.

Think of these agents as sales reps.

In this document, we will show you how to add agents to your account and manage them.

An Overview of Agents

As we mentioned earlier, agents are sales reps responsible for generating sales for your business and improving business relationships with your customers. You only get to pay them when they bring in a sale (except if you agreed otherwise).

To access your agents or add one, simply navigate to Settings >> Agencies

Note: While they are called agents by default, you can choose to call them whatever you want. For example, rather than agents, you can call them sales reps, stylists, etc.

To change the naming, navigate to Settings >> Paperwork >> Agent labels

But for this documentation, we will stick to Agents

How to Add an Agent

To add an agent to your account, navigate to Settings >> Agents once again. Then click the + icon and follow through the process as illustrated below:

Upon clicking the Create Agents button, you will automatically redirected to the Agent configuration page.

This is where you get to set the agent's commission percentage, commission period, sales target, etc.

After adding agents, the next thing you will want to do is to give them access to your account. That way, they can log into your system to create sales orders and shipments for customers assigned to them.

To do so, navigate to Settings >> Users. Create a user and assign it to the agent you just added as shown below:

Upon adding, the agent will receive an email invitation to join your organization. It looks something like this:

All they need to do now is click the link and create an account. Once they accept, they can log into your organization's account and access all or some of your modules.

For example, you might give them access to only Dashboard and Order Management. You can regulate this access from Settings >> Users >> Permissions

How to Generate Sales Agent Reports

Uphance enables you to generate reports for each agent based on projected sales, invoices created, and sales commissions.

To generate these reports, simply click the Reports tab and select the type of report you want to run.

You have the option of emailing the report straight to the agent by simply clicking the Email button.

How to Assign a Customer to an Agent

Assigning a customer to an agent gives that agent full access to the customer. This means the agent can edit the customer's contacts, create sales orders for the customer, generate payments and invoices, etc.

To assign an agent to a customer, navigate to Customer Relationships >> Customers. Open the customer, click Edit details and assign the agent as illustrated below.

Note: You can assign multiple agents to a customer. To do so, hold down the Ctrl (or Cmd) button on your keyboard and select the agents you wish to assign to the customer.

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