Agents


From this page, users can View, Add and Edit the list of Agents. Agents are persons whom your store employs to deliver orders to customer's door steps and collect payment. (see figure 1).


In this section you can see how to Add and Edit a Agent and also how to collect payment.  


(Figure 1 - Agents page)

How to create a new Agent ?


To create a new Agent, you need to log into Just Billing Application in your desktop.


1. Navigate the page to from Menu > Masters > Agents (see figure 2 ).

2. Click on + Add, Enter Agent First name and Last Name

3. Enter Phone number

4. Enter DOB, Anniversary, Area

5. Enter Commission rate percentage

6. Enter Address

7. Save the details



(Figure 2 - Agents entry page in Just Billing Windows)


8. On saving, the Agent reflects in the JB Windows application under the Agents page.


(Figure 2 - Saving Agent in JB Windows Application)


Note: Agents page added from Just billing application will get synced to JB cloud Back office by Auto Sync.


How to edit an Agent ? 


1. Navigate the page to from Menu > Masters > Agents

2. Select an Agent from list of Agents available

3. Click on Edit, Enter the details need to be Edited/ Updated

4. Then Save the details

5. On Saving, the Agents page is updated and reflects in JB Windows application under Agents page.


How to search a Agent ?


1. Place the cursor on search field

2. Enter the Agent name or Contact number of Agent so that it will filter the results

3. Select the Agents from the filtered results


Fields in this page are :


  • Name : ( From this option is to enter First Name and Last name )
  • Phone Number : ( From this option is to enter Phone number )
  • Email : ( From this option you can enter Email address of the agent )
  • DOB : ( From this option you can enter Date of birth of the agent )
  • Anniversary : ( From this option you can enter anniversary of the agent )
  • Area : ( From this option you can enter area of the agent )
  • Commission rate : ( From this option you can enter commission rate for the agent )
  • Address : ( From this option you can enter Address of the agent )