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B2B Operations

B2B Operations

In this chapter

Managing a network of external agents requires precision and clear workflows. This section provides everything you need to scale your business through agents, from setting up their custom pricing to tracking their performance and handling monthly billing.

Articles

Add an Agent

Register your agents and manage how they work with you.

Add Agent Groups

Add Agent Groups

Effortlessly organize and find your agents regardless of your network size

Create an Agent Price List

Create an Agent Price List

Build a "menu" of services and agreed pricing specifically for your agents.

Set Up Order Procedures

Set Up Order Procedures

Standardise the steps your agents take for every new order.

Set up an Agent Workflow Account

Set up an Agent Workflow Account

Empower your agents with direct access to create orders and use the mobile app

Create Agent Apps

Create Agent Apps

Set up custom apps tailored to your agents' specific needs to help them handle their work and create orders.

Track Agent Orders

Track Agent Orders

Monitor your business in real-time and review every order submitted by your agents.

Customize Invoice Templates

Customize Invoice Templates

Use the visual editor to style invoice templates that match your business.

Bill Your Agents

Bill Your Agents

Review monthly sales and issue agent invoices.