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B2B Operations

B2B Operations

In this chapter

This section walks you through setting up B2B in EasyBiz step by step. You will learn how to add the people and partners you work with, organise them, set their rates, track the orders they bring in, and pay them.

Articles

Introduction to B2B
Introduction to B2B

Learn what B2B is and how it helps you manage and pay the partners who bring orders to your business.

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Add an Agent
Add an Agent

Add the people and partners who bring orders to your business and set up their profiles.

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Add Agent Groups
Add Agent Groups

Organise your agents into groups so your team can find the right one quickly

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Create an Agent Price List
Create an Agent Price List

Set up the pricing for your agents so every order is billed at the right rate automatically.

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Set Up Order Procedures
Set Up Order Procedures

Set up the steps your team or agents follow when creating an order, so every order comes in with the right information.

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Set up an Agent Workflow Account
Set up an Agent Workflow Account

Give your agents their own login so they can create orders and access the mobile app.

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Create Agent Apps
Create Agent Apps

Create an app for your agents so they can manage their customers and create orders from their phone.

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Track Agent Orders
Track Agent Orders

Find and review the orders your agents bring in, all from one dashboard.

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Customize Invoice Templates
Customize Invoice Templates

Create and customise the invoices you send to your agents so they clearly show what they are being paid for.

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Bill Your Agents
Bill Your Agents

Review your agents' monthly orders and send them their invoices.

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