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  Public Ticket #3618979
Agent Dashboard
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  • Juliet started the conversation

    Is it possible to hook the agent dashboard page? I didn't see an option for this on the demo page. I would like to prepare a fixed section with Elementor and show it with conditioning. I am thinking of a menu to speed up transitions between the site interface and the agent dashboard.

  •  1,885
    WebWizards replied

    Hello Juliet,

    Thank you for getting in touch,


    I am not sure I completely understand what kind hook you are looking to use / add.

    If you'd like, it is possible to add a custom menu page item with a PHP code snippet:

    4378040095.png

    This way you can create a custom page with your own content.



    Otherwise, it would help if you can explain in more details what you need to achieve,



    Kind regards,

    Stefan

  • Juliet replied

    Actually I'm running a fixed menu everywhere on the site. With Bricks builder I designed it with section block. But I see that Agent doesn't inherit dashboard builder templates. With Bricks builder you can think of a shortcut menu that works everywhere on the site. Do you need to write a condition function and use a hook to show it in agent dashboard?

    4780659106.png


    Attached files:  4378040095.png

  •  1,885
    WebWizards replied

    Thanks for clarifying,

    It's possible with SalesKing to edit the "templates" of the agent dashboard.

    https://woocommerce-b2b-plugin.com/docs/how-to-edit-salesking-dashboard-page-templates/


    Of particular interest may be the header bar template, and the sidebar template:

    2914292842.png


    If you wanted to add a fixed menu, you could add it to the header bar, by editing the header-bar.php template under your child theme. 

    I am not quite sure how a section block of Bricks can be displayed via PHP, I am not very familiar with their plugin. But if there is a way to show it with PHP or with a shortcode, that should be achievable.


    Kind regards,

    Stefan

  • Juliet replied

    Thank you. 

    While reviewing on the demo site, I tried the process of saving sales agent "Bank Transfer" information. It would be good to add a "Payment Method" column to the output of the Admin panel > Payments list. It makes it easy to see sales agents payment information when sending money by bank transfer.

    Is there a method to output the list including all sales agents saved payment methods?

  •  1,885
    WebWizards replied

    Normally this can be viewed for each agent by going to SalesKing -> Payouts -> View Payouts for that particular agent.

    We will consider an extra column there to show that in bulk, thank you for the feedback.


    Currently there is no way to list all agents + their payment method in bulk.

  • Juliet replied

    Is it possible to convert a user who is a main agent to another main agent account as a sub agent?

    As far as I can see, there are Agent and Customer options in the user settings.

  • Juliet replied

    Is it possible to create a % commission rule from main agent, sub agents total orders?

  •  1,885
    WebWizards replied

    (1) It is possible to set an agent as the sub-agent of another agent. This can be achieved by going to SalesKing -> Settings -> Tools and using the "Set users as subagents of an agent" tool there.

    1050637071.png


    (2) It is possible that the main agent receives a commission from subagent orders. The commission rule has to be set to 'all earnings of subagent'.

    1879648811.png

    For example the above rule gives agents 10% on their subagent order value.

    So for example, Agent A has subagent B. If B has an order of $500, agent A will receive $50 commission.

  • Juliet replied

    2. I tried the answer to my question on the demo site but I did not get the result I wanted.

    Let the total order amount of the main agent and its sub-agents (customer orders) be $1000.
    The main agent should earn % commission from the total order amounts of the sub-agents (customer orders).
    *Master agent should not earn commission from the earnings earned by sub-agents.

    For example, agent A earns 10% (from the total of customer orders of sub-agents): Agent A should earn $100 if the total order amount of sub-agent B (customer orders) is $1000.

    The rule you describe: If sub-agent B's total earnings are $100, agent A earns $10.

  •  1,885
    WebWizards replied

    Is that issue that you are seeing 10% from the earnings, but you would like to have 10% from the order value?

    For that, you would have to choose the "all earnings of subagent (single value)" option:

    3081624723.png

    (do not choose the 'cascading' option).


    I have now updated the demo to the latest SalesKing version so this is visible - previously the option was not showing there in the demo ( at https://demosk.wpbay.co/wp-admin )

  • Juliet replied

    Example:

    A parent agent
    B sub agent

    -B Sub-agent (10%, earned $100) > customer order total $1000

    -A parent agent (earn $100 if 10%) > B subagent > customer order $1000 

    As a result, the Parent agent should earn commission from the Sub-agent's customer orders.

    The Parent Agent should not earn commission from the Sub-agent's earnings.

  • Juliet replied

    I think to try this scenario, I need 3 user logins on the demo site, but the demo is limited.

    A main agent
    B sub agent
    C customer

  •  1,885
    WebWizards replied

    -B Sub-agent (10%, earned $100) > customer order total $1000

    -A parent agent (earn $100 if 10%) > B subagent > customer order $1000 

    It is possible to have both user A (parent agent) and user B (subagent) earn $100 each in this scenario.


    On the demo, you can test by creating a subagent, using the "+ add" button on the My team panel.

    2322904114.png


  • Juliet replied

    This scenario does not work on the demo site. Please check, I was not successful.

    I tried these steps:

    I logged in with A main agent.
    I created sub-agency B for main agency A.
    I could not create a customer C assigned to sub-agent B.
     
    Here are the commission rules:
    1. All agents earn 10% commission on all orders
    2. For all Main agents' customer orders assigned to their Sub-agents, Main agents earn 20% of the order total.

    I have specified the percentages with different numbers to avoid confusion. The customer's agent earns the correct commission. But the Main agency earns from the commission earnings of the sub-agency. I did not want this.

    I can't try a customer order from the perspective of sub-agent B. I can only do demo login on the demo site. 

    Attached files:  mainagent.png
      subagent.png

  • Juliet replied

    How can I test it? 

  •  1,885
    WebWizards replied

    I looked into this again now and I realize that indeed that was not correct. That rule indeed calculates based on the subagent’s earnings. My apologies for the confusion.


    I have added a hook now to SalesKing so that this can be changed with a code snippet.

    The snippet will make the “all earnings of subagent (single value)” option calculated based on total order value.

    The code is:

    add_filter('salesking_parent_agent_calculation_basis', function($basis, $order){
        return $order->get_total();
    }, 10, 2);


    I'm afraid I do not have a way to allow testing this on the demo site though.

  • Juliet replied

    It would be great if you could improve this feature to "All orders of subagent (single value)" in the commission rule options.

    This way the main agent can earn "commission" from subagent orders.

    Have you tested this snippet?  

  •   WebWizards replied privately
  • Selin replied

    Hello, is this request still valid? I need this feature too. 

    The main agent should earn (from the sub-agent's customer order) as well as the sub-agent earns from the customer order.