Inquiry About Multi-Level Hierarchy and Data Separation in SalesKing

Hello WebWizards Support Team,

I am interested in using SalesKing to manage a franchise structure with multiple levels. My goal is to set up a system where:

1. There are multiple main franchise accounts (e.g., Franchise A, Franchise B), each overseeing their own sub-stores.
2. Each franchise can view the sales and activities of their respective sub-stores and sellers (e.g., Franchise A can see all activities of Sub-Stores A1, A2, etc., and their sellers).
3. The data between different franchises should be completely isolated (e.g., Franchise A cannot see the data of Franchise B and vice versa).

Is it possible to achieve this franchise structure using SalesKing, or would it require additional customization or plugins? Any guidance or suggestions you could provide would be greatly appreciated.

Thank you for your assistance!

Hello, I need to know if SalesKing fully meets my requirements.

I am building an e-commerce store on WooCommerce, but this is not a marketplace. Instead of multiple independent stores selling on the website, there is only one central e-commerce store, and within it, we will have partner stores that act as sales agents.

These partner stores (agents) will not sell directly on the e-commerce platform. Instead, they will provide their sales representatives, who will use the central WooCommerce store to place orders for their customers.

Key System Requirements:

1. Hierarchy of Agents and Subagents (Partner Stores and Sales Representatives)

• Each partner store should be structured as a main agent within the system.

• The sales representatives of these stores should be subagents linked to their respective agents.

• The main agent (store/partner store manager) must have full access to the sales and customers of all its subagents (sales representatives).

2. Sales Representatives Placing Orders for Customers

• Each sales representative (subagent) must be able to register customers and place orders on their behalf using the central WooCommerce store.

• These customers should be linked to the subagent (sales representative) and their respective agent (partner store).

• The platform administrator (me) must have access to all customers and orders.

3. Reports and Data Visibility

• The main agent (partner store manager) must have access to detailed reports on sales and orders from all their sales representatives (subagents).

• It should be possible to track how much each sales representative is selling, what they are selling, and to whom they are selling.

• The platform administrator (me) must have full control over all sales, customers, and orders registered by all agents and their subagents.

4. Commissions and Sales Team Management

• The system must allow for custom commission settings for agents and subagents.

• Each partner store (agent) should be able to set its own commission structure for its sales representatives (subagents).

5. Centralized Management and Access Restrictions

• The main agents (partner stores) should only be able to view their own sales representatives and customers, without access to information from other partner stores.

• Subagents (sales representatives) should only be able to manage their own customers and orders.

Key Clarification: This Is Not a Marketplace

• There is only one e-commerce store, and it is the sole platform for selling products.

• The partner stores do not sell on the website – they only act as agents with their own teams of sales representatives.

• Sales representatives use the e-commerce store as a centralized system to process orders for their customers.

Specific Questions:

1. Does SalesKing allow for this hierarchical structure where each agent (partner store) can view and manage all its sales representatives’ sales and customers?

2. Can sales representatives register customers and place orders on their behalf?

3. Can the main agent (partner store) see all customers and sales made by its sales representatives?

4. Can the platform administrator access all orders, customers, and sales representatives without restrictions?

5. Is it possible to generate detailed reports by partner store and by sales representative?

If SalesKing does not fully support this model, is there any customization available to achieve this structure?

I look forward to your response. Thank you very much!

Hello,

I need to confirm how visibility works between agents (main partner stores) and their subagents (sales representatives) in SalesKing.

1. Can main agents (partner stores) see all the customers and sales from their subagents?

2. Can main agents track all orders, transactions, and customer details that their subagents handle?

3. Are there any restrictions on what a main agent can see regarding their subagents’ activities?

4. Most importantly: Can each subagent only see the customers and orders that belong to them, without access to data from other subagents or unrelated customers?

5. Are there any reporting tools or data exports available for main agents to analyze the performance of their subagents?

It is crucial that each subagent only has access to their own data, while the main agent has full visibility over all their assigned subagents. Please confirm if this is fully supported and if there are any limitations.

Thank you for your support!