Creating an Agent and Assigning to Customers

This article explains how to add an agent to your customers. An agent is an individual or company that represents one or more fashion labels.

You firstly need to create a customer record of type 'agent' and then go into each customer and assign the required agent. When creating your sales orders, for the given customer, the required agent will automatically flow through to the sales order.

This is typically done to track agent commissions which will be pulled through your reports.

Step-by-step guide

1. Go to the Navigation Panel, click left arrow and select Customers & Suppliers.

2. Click Add Client button

3. A pop up window will open. Enter the agent's information into the text boxes.

Agents are organised within the Customer data base so it is a good idea to Name them as Agents for ease of recognition i.e. York Fashion Agency

You must select Agent from the status drop down list, in order for this customer record to be treated as an Agent.

4. Click SAVE

Applying an Agent to a Customer record

Click on Customer name

2. A pop up window will open. Click on the Financial Tab

3. Choose an Agent from the drop down list

4. If the agent receives a commission, enter this figure in the box to the right of Agent Commission on Sales %

6. Click Save