1. Documentation

Sales Agent For WooCommerce Store Owner’s Guide – Basic Concepts

Installation ↑ Back to top

  1. Download the plugin zip file from WordPress
  2. Navigate to the WordPress Admin Dashboard > Plugins
  3. Click on the Add New button in the top left corner.
  4. Click the Upload plugin button and upload the zip file of the plugin which you have downloaded earlier.
  5. Click the “Install now” button.
  6. Once installed, click the “Activate” link.

Commission Category ↑ Back to top

How to add a commission category? ↑ Back to top

  1. Go to wp-admin menu → Commission Category
  2. Add name of the commission category
  3. Add a slug (slug is the URL-friendly version of the name)
  4. Add a description of you commission category
  5. Add the commission percentage
  6. Click on the Add New button (that means the commission is created and the admin will be able to assign to the agent).

Front-end impact

  • Admin can view all commission categories with commission percentage
  • Admin can view, edit & delete commission categories.

Commission List ↑ Back to top

Inside the Commission List:

  • Admin can view commission list/details. 
  • Admin can edit commission list/details.

How to view commission list? ↑ Back to top

  1. Go to agents → Commission List 
    1. Admin can search by agent name and filter by date [from: to]
    2. Admin can export all commissions [export will be applied only if a search is applied]
    3. Agent name 
    4. Order number 
    5. Order date 
    6. Commission value 
    7. Order status 
  2. Option to edit or delete

  3. Click on Export button (search applied) → Export CSV

How to change commission status? ↑ Back to top

On viewing commission details, the admin can change the status of any commission (Paid/Pending/Cancelled) using a drop down menu. They can also view details including:

  • Order number 
  • Order date
  • Commission status: admin can change commission status for [pending, paid, cancelled]

Sales Agents – Administrator View ↑ Back to top

Create a new sales agent ↑ Back to top

  1. Go to the wp-admin menu → AgentsAdd New
  2. Add the agent’s first and last name
  3. Customer Registration (Yes/No). (Yes) Agent would be able to create a customer from my-account page.
  4. Assign the sales agent role to any WordPress user.
  5. Assign commision category to your agent (define commission percentage for this agent),
  6. Click on the Create button.

List view of all agents ↑ Back to top

Admin can view a lsit of all agents including details like:

  • Agent username.
  • Agent First/Last name 
  • Customers related to this user
  • Commission category that is assigned to this agent.

Admin will be asked for confirmation if they want to delete a sales agent.

Admin can filter by commission category.

View customers related to sales agents ↑ Back to top

Admin can view a list of all customers related to sales agents (created by agent or assigned to them).

How to view customer related to sales agents?

  1. Go to agents → View Customers 
  2. View all customers list by all details.
  3.  Click on View customers.

View customer details ↑ Back to top

How to view customer details?

Admin can view all customers details including:

  1. Go to customer listView details.
    1. Admin can view all customer details.
    2. Admin can change sales agents.
    3. Admin can view all orders related to their customers with all details. 
    4. Admin can search for specific order.
  2. To click on edit admin to view order details.

Sales Agents – Agent View ↑ Back to top

What can sales agents do? ↑ Back to top

Sales agents can view certain details about their profile as well as create new orders (on behalf of the customers) and customers profiles.

  • Agent statistics
  • Agent customers 
  • Agent orders 
  • Agent commissions

How can sales agents create customer profiles? ↑ Back to top

  1. Go to Agent Customers → Create Customer.
  2. Agent can add all customer info. 
  3. Click on save changes.

How can sales agents view their customer list? ↑ Back to top

  1. Go to the wp-admin menuAgent Customers 
  2. Agent can view list of all customers. 
  3. Agent can use filters to view specific customers (if search is applied).
  4. Agent can view customer details. 
  5. Agents can make orders on behlf of their customer (When clicked, it will switch agents to a customer account. Sales agents will be able to access the Shop, Cart and Checkout page) 

How can sales agents view customer information & orders? ↑ Back to top

  • Agents can view all customer info.
  • Agents can edit all customer info.
  • Agents can view all orders created by customers.
  • Agents can view customer WooCommerce order details.

How can sales agents create an order for customers? ↑ Back to top

  1. Go to the wp-admin menu → Agent CustomersMake a Order
  2. Click on “Make an order” button. It will switch the agent account to the customer’s account.

  • Click on the Back to Agent button to switch from customer account to agent account.

How to view customer orders? ↑ Back to top

Agents can view customer’s orders.

  • Go to the wp-admin menu → Agent Orders 
  • Agents can view all customer’s orders and search.

(To click on View to get the order details)

How to view agent commissions? ↑ Back to top

Agents will be able to view all commissions lists.

  • Go to the wp-admin menu → Agent Commission
  • View order number 
  • View order date 
  • View commissions value
  • Agent can export all commissions  records

Agent can export all commission records to Click on Export button (search applied)

How to view agent statistics? ↑ Back to top

Agents will be able to view all statistics.

  • Go to the wp-admin menu → Agent Statistics
  • Agents can filter by customers, orders and commissions.

Sales Dashboard ↑ Back to top

Sales dashboard options and filters ↑ Back to top

  • Go to → wp-admin menuAgentsDashboard
  • Admin can find a monthly report of :
    • Number of created customers by agent current month
    • Number of created sales agents current month
    • Number of order of current month
    • Total of commissions monthly
    • Number of paid commissions current month
    • Number of pending commissions current month

General Settings ↑ Back to top

How to change general settings? ↑ Back to top

  • Go to the wp-admin menuAgentsGeneral Settings
  • Admin can add text to the Filter Commission Condition String field.
  • Admin can add Dashboard Condition String field.
  • Admin can set/add List Number Rows #.

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