Sales agents

Summary: a sales agent represents the seller or commission earner behind each operation. Mosce ERP supports external agents (freelancers), internal users (employees), or clients who also refer sales, each with their own default commission rate.

Reading time: ~5 min

When to use this

Read this article if you need to:

• Register a seller so they appear as the person responsible on orders, quotations, and invoices.
• Assign them a default commission percentage or fixed amount.
• Assign a "default" agent to a client so the system preselects them when invoicing.

Before you start

• You need the sales-agents:create or sales-agents:update permission.
• Decide which agent mode you will use: external, linked to a system user, or linked to a client.
• If you are going to link them to an internal user, that user must already be created in Administration → Users.

Step by step

Create an agent

1. Enter the module. Sidebar → Operations → Sales agents. (screenshot: agent list)
2. Press "New agent".
3. Select the mode (tabs at the top of the form):
   • External - freelancer or independent seller. Has neither userId nor clientId.
   • Linked to user - internal employee with a login in Mosce ERP. Paste the user's ID; their commissions will be calculated on the sales they capture themselves.
   • Linked to client - a registered client who also refers sales. Select them from the list.
4. Common data:
   • Name (required).
   • RNC / ID - unique per company. Useful for issuing commission reports.
   • Email and phone.
5. Default commission.
   • Commission type: Percentage or Fixed amount.
   • Default rate:
     • If you chose Percentage, enter a number between 0 and 100 (e.g. 5 = 5 %).
     • If you chose Fixed amount, enter the amount in RD$ per closed sale.
   • The indicator to the right of the field changes (% or RD$) according to the selected type.
6. Notes - internal comments.
7. Active - turn off the switch to retire the agent without deleting them. Inactive agents do not appear in selectors.
8. Press "Create".

Tiered commissions (rate by amount sold or by category) are not available in this version. The default rate is used as a fallback; advanced rules will arrive in a later sprint.

Assign a default agent to a client

1. Go to Operations → Clients and open the client.
2. Press Edit and go to the Credit tab.
3. Under Default sales agent, select the agent.
4. Save the changes.

From that moment on, when you issue orders, quotations, or invoices for that client, the agent appears preselected (you can always change it per operation).

Assign an agent to a specific operation

In the order, quotation, or invoice form, there is a Sales agent selector. Only one person per sale - multi-agent splits are not allowed in this version.

Edit and delete

• Edit: pencil icon in the list or in the agent detail → Edit.
• Delete: trash icon. This is a soft delete; past invoices and orders keep the agent on record for historical integrity.

View performance

The agent detail shows their basic data and commission configuration, but it does not yet include a "closed sales / accrued commissions" panel. For that analysis, use Reports and filter invoices by agent.

Expected result

• The agent appears in the client, order, quotation, and invoice selectors.
• When a client has a default agent, the system preselects them on each new operation.
• The default rate is recorded as a reference; the final commission calculation will happen in the corresponding module once it is available.

Common errors

Related

• Clients
• Invoices
• Quotations