Create an agent interface for your sales team
Would you like to make ordering easier for your sales agents? Would you like to develop your sales with Odoo ? We have a solution to meet your needs. Discover our agent interface solution. Your sales agents will be able to create orders for your customers via the e-commerce site, place orders on behalf of customers with automatic creation of the order and invoice in the Odoo backend. This solution facilitates order management for sales agents and improves the shopping experience for end customers.
Fluid configuration for your sales teams
Easily configure the addition of your agents in Odoo. You don't need to install any additional software. From your Employees application in Odoo, you can :
- Add the agent role to your employees
- You have an "Agents" menu with a kanban view
- Assign specific agents to your customers' contact records
Main features of the agent interface
E-commerce orders
Your agents place orders on behalf of the customers they represent directly from your e-commerce site. The sales agent logs in with his user and selects the customer for whom he wishes to order. He places the order on behalf of the customer.
Visibility of the customer's name at every stage
The customer's name is visible at every stage of the order process. From the product data sheet to the payment page and order confirmation. This visibility throughout the order process reduces errors.
Name of agent in documents
In sales, purchase orders, invoices and invoice PDFs, the agent's name is present on all documents to keep a record for both the customer and the company.
In-house agent management
You can easily manage agents from your Employees application, with a new "Agents" menu. You can set customer contact records to be visible to agents, with the choice of making the customer visible to all agents or to a selection of agents.
TSC supports your B2B needs
Are you looking for an Odoo partner to help you configure your sales, production, invoicing and B2B accounting processes?
We're here to listen to you and offer you a wide range of solutions to meet your different needs. We can also help you with your B2C sales.
Nara
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