Prestashop Field Sales Agent | CRM, Routes & Commission Manager

Download the module package from your account and keep the ZIP file ready for installation.

Log in to your PrestaShop admin panel and navigate to the “Modules” section.

Click on “Module Manager” and use the “Upload a module” option to upload the ZIP file.

Once uploaded, install the module by clicking the “Install” button and wait for the process to complete.

After installation, go to the module configuration page to set up basic settings as per your business requirements.

Configure field agent roles, permissions, and access levels to control what each agent can view or manage.

Add and assign customers to specific agents to ensure proper ownership and management.

Set up commission rules, calculation methods, and payout conditions based on your business model.

Enable location tracking and route planning features if required for your field operations.

Configure product access and pricing visibility for agents to ensure accurate order placement.

Test the module by creating a sample order and tracking a test visit to ensure everything is working correctly.

Train your sales agents on how to use the system, including order creation, visit tracking, and follow-ups.

Start using the module in your live environment and monitor performance through the admin dashboard.

FAQ What does the Field Sales Management module do?

This module helps businesses manage their field sales operations by allowing agents to track visits, manage customers, and place orders directly during customer interactions.

Can field agents create orders during customer visits?

Yes, agents can instantly create and confirm orders while visiting customers, reducing delays and improving overall sales efficiency.

Is it possible to assign customers to specific sales agents?

Yes, the module allows admins to assign customers to individual agents, ensuring clear ownership and avoiding duplication or confusion.

Does the module support visit tracking?