Vendors and sales employees

Two lists under Customers are about people who sell rather than buy: vendors - the sellers of a marketplace - and sales employees - your own sales staff who look after customers and earn a commission.

Vendors

Customers → Vendors lists the vendors with their e-mail and whether they are active.

Create a vendor and give someone access

1. Click Add new, enter the vendor's Name, Email, description and picture, set Active, and save.
2. Open (or create) the customer account the vendor's staff will use. Set its Vendor field to the new vendor and add it to the Vendors customer group.
3. That person can now sign in to the vendor panel at /vendor and manage the vendor's products and orders.

Products are assigned to a vendor on the product's General tab. The full marketplace set-up - vendor settings, applications from the storefront, vendor reviews, commissions and the vendor panel - is described in Vendor panel (marketplace).

Customers → Vendor reviews is where you moderate reviews customers write about vendors, the same way as product reviews.

Sales employees

Customers → Sales employee lists your sales staff: name, e-mail, phone, whether they are active, their Commission percentage and display order. Click Add new record to add one.

Assign a sales employee to a customer on the customer's page (Sales employee field). Orders of that customer are then attributed to the employee, the order shows the commission, and the employee can be used in reports and filters.

Related

• Customer groups
• Vendor panel (marketplace)