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  Public Ticket #3559919
Agent setup
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  • Jean-Pierre started the conversation

    Hi there 

    I dont find your instructions clear enough and need your urgent help. 

    Please can you give me step by step instructions how to setup a group of agents with 1 main agent overseeing all the agents in that specific group and earning a 5% commission on all of the the agents in his groups sales. 

    As an example 

    Group Skywalker

    With 5 agents in earning 20% on their first sale 

    15% for all their ongoing sales after the first sale 

    and Agent CHARLIE who manages all the 5 agents and earns his own 15% commission for his own sales but also a 5% overrider for all the agents in the group. 

    Please I really need your assistance as soon as possible.. 

  •  1,904
    WebWizards replied

    Hi Jean-Pierre,

    Thank you for purchasing our plugin,


    To configure the group of agents and commissions as you described, please follow these steps:


    1) Create the group in SalesKing -> Agent Groups -> Create new group:

    8424155768.png


    2) Configure 20% commission on the first sale. For this, create a commission rule as follows in SalesKing -> Commission Rules:

    5052965175.png

    Please note this means 20% on the 1st sale of each new customer (first order of a customer).


    3) Create a 15% rule for ongoing orders as follows:

    2460636858.png


    4) For agent Charlie to get 5%:

    You can create a rule like this:

    2565852316.png

    Please note that this is the percentage based on the agent earnings.

    For example if we have an order that costs $100:

    The agent gets 15% = $15

    Agent CHARLIE gets 33.33% * $15 = $5


    For this to work, the agents must be subagents of Agent CHARLIE. Either Charlie must add them via the agent dashboard -> my team -> add, or you must manually set this account as the parent account of each agent via SalesKing -> Settings -> Tools.


    We can also help configure things directly if you'd like to share a backend login to the site or a staging site,


    Kind regards,

    Stefan

  • Jean-Pierre replied

    Hi there Stefan 


    Thank you for the response, it worked perfectly. Two further questions please. 


    1. I want only my dealers to have access to additional payment options like Invoice payment or Bank Deposit, but when I activate it In Woocommerce, and deactivate it under B2C in your plugin customers still see the option. I want B2C to pay via Stripe and not Bank deposit but my dealers need the option. 


    2. Shipping. I want to change my B2B customers different shipping costs, currently now B2C has free shipping above $150  and I want B2B to above $250 . If you send me an email address I can set you up in the back end of Wordpress to assist if your offer still stands 

  •  1,904
    WebWizards replied

    Hi Jean-Pierre,

    (1) It should indeed be possible to set that up in B2BKing -> Groups.

    You mentioned that you deactivated an option for B2C, but they are still seeing the method. Something to note:

    9084173256.png

    On the Groups page, you need to click on both B2C and Logged Out, and deactivate the method for both.

    In other words, please keep in mind deactivating it for B2C does not affect logged out users. This is a common mistake we see with this configuration.


    If the method is disabled for both B2C / Logged Out, but those users are still seeing it in checkout, it's hard to say what it could be. Probably some kind of conflict with another plugin or code.

    In that case, we can check the issue directly on your site if you would like. 


    (2) Probably the easiest way would be to create 2 shipping methods in WooCommerce shipping settings, and likewise go to B2BKing -> Groups to enable one method for B2C, and the other one for B2B.


    We'd be happy to check everything on your site directly. For that, please use our email at [email protected] for the account.



  •   Jean-Pierre replied privately
  •  1,904
    WebWizards replied

    Hi Jean-Pierre,

    I checked this on the site now. The issue is the zones are set up incorrectly. 

    This is quite unintuitive and it's a common issue we see all the time: in WooCommerce, a customer only matches 1 zone, the first zone from top to bottom that matches their address. Our plugins do not influence this.


    Let me walk you through a few examples to explain how WooCommerce handles this:

    This is your site's zone setup:

    7600622700.png


    Example A) You have a customer from Australia.

    -> First of all, WooCommerce checks the first zone (from top to bottom), the zone "Flat Rate B2C". The customer is in Australia, so the zone matches. WooCommerce selects this zone and it does not check other zones!.

    All other zones are then ignored. Only the first zone that matches is used.


    Example B) Let's say the customer is in France

    -> First, WooCommerce checks the first zone "Flat Rate B2C". The zone does not match.

    -> Now WooCommerce goes to check the next zone "Flat Rate B2B " (Everywhere). The zone matches because it is set to everywhere. Now this zone is selected, and WooCommerce does not check further down the list.

    Therefore as you can see, with the way the zones are set up now on your site, only the first 2 zones will ever be used.



    To solve this:

    You should have only 3 zones:

    - Australia

    - New Zealand

    - Everywhere (this zone must be at the bottom).


    Inside each zone you must add free shipping, b2b methods, b2c methods, etc. So there can be B2B and B2C methods but you cannot have B2B or B2C zones.

    Then in B2BKing -> Groups you can enable or disable the methods.



    I hope that makes sense, but please let me know if you have any questions,