External Sales Teams

External Sales Summary:

• The external sales feature enables your external/remote sales team to connect to your Seedtrakr system with limited access (see user profiles roles chart for more info).

• Manage sales, commissions and product availability for your external sales people.

• If you want your external sales users to have access to reports on their bookings & sales, there is a setting in the company setting that can be enabled to allow this.

Broker vs. Non-Broker External sales users:

• External sales users who are brokers must be linked to a single customer account (their customer account).  This is the only account that they will be able to see & make sales to.  They manage their customers by entering consignees on their bookings, all sales go to their one customer account.

• External sales users who are not brokers can be assigned to one or more customer accounts.  They will have access to all the customers that they are assigned to. They can add/edit customer information (cannot add/edit payments) and add bookings for any of their assigned customers.