"SalesKing + B2B Sales" (#3777365) / KingsPlugins

8 Tickets 6

Matthew started the conversation 2 years ago on December 4, 2024 at 4:38pm

Hello,

I am already using B2B King but I needed to create reports for my sales reps in their admin area. Is this included in the B2B King or do I need to addon the SalesKing? Will this cause conflicts with B2B King?

Also I am assuming adding the Sales King app, I can also turn this into an affiliate website, right?

Thanks!!

2,762

KingsPlugins replied 2 years ago on December 5, 2024 at 3:43pm

Hello Matthew,

Could you share more details about the specific reports functionality you're looking for, for your sales reps? What kind of reports and what data would these include?

B2BKing and SalesKing can work well together and the 2 plugins are fully integrated. That said, I am not sure if SalesKing has the reports functionality you're looking for, so it would help if you can share more info.

SalesKing can indeed be used for affiliate purposes: each sales rep will be able to create and share affiliate links, coupons, cart links, etc. and earn a commission when those are used.

Kind regards,

Stefan

8 Tickets 6

Matthew replied 2 years ago on December 6, 2024 at 5:41pm

Thanks for your reply. I am setting up this site for wholesale orders with sales reps and retail stores they manage.

So I need to be able to show the reps and stores sales reports. I also need to have commission reports for the sales reps. The Sales King plug-in may be more than I need.

But let me know what you think.

Thanks

Matthew

2,762

KingsPlugins replied 2 years ago on December 7, 2024 at 6:28pm

I think SalesKing may help but it depends on the exact functionalities you need.

Generally in terms of reports, the following information is available:

Agents can view their earnings (commissions) in a chart as follows on the agent dashboard: https://prnt.sc/LwlrQcsEA93s
Agents can also view a list of orders assigned to them, and the commission for each order: https://prnt.sc/j76uaiG6AJyk
In the site backend, the admin can view a report of all agents' orders and commissions: https://prnt.sc/zgZmhv0IvCiB
The site admin can also view a list of agents' balances and commissions: https://prnt.sc/9uFd9apcDWz7

8 Tickets 6

Matthew replied 2 years ago on December 16, 2024 at 3:26am

This looks like what we need. The SalesKing would allow each rep/agent to see their total sales from their retail stores and we would calculate their commissions, correct? Are we able to have various commission rates for each rep?

If an “Agent” or “Sales Rep” creates a new customer, would that work the same way as a subaccount under B2B King? We need to make sure the sales rep can create a new account but it has to be listed under our custom group (retail store).

I appreciate all the help!

8 Tickets 6

Matthew replied 2 years ago on December 16, 2024 at 3:41am

I installed SalesKing and have been playing around with the configuration.

I noticed a few things that I couldn't find documentation on:

Our commissions are based on % not $. I couldn't use % on previous orders when assigning to an agent.
Would using Sub Accounts on B2B or My Customers through Sales King be better?
40% reps will order for the customer/sub account
Customer/sub account will order for themselves
We need to track commissions Commissions go to sales rep regardless of who orders
Sales reps are able to order for themselves. But we are not paying commissions on their personal orders.
We would like everything automated but it looks like we need to assign a sales rep to each order manually.

If you think it's best to login to the site. Let me know what email to use.

Thanks for your help and guidance to make this work.