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Dealers

 

This menu is linked to an external Dealer module.

This page provides an overview of all the dealers in the system. The following details about each dealer can be seen here: user name, surname, first name and email address. You may add dealers, edit them and delete them here. You may arrange for the system to show you more information about them and their performance. You may also add commissions to their credit and add payments for them. 

 

icon add Add new dealer
  • Add a new dealer’s account to the system After you click on this button, a page will appear on which you complete the form with details of a new dealer. In the first part, you enter a given dealer’s login, personal and contact details as well as their commission. In the second part, you fill in their invoicing details In the third part, you may add a note. After completing the form, you can save it by clicking on Create.
icon money Payments for dealers
  • Show all payments made to dealers - available information: Dealer, Date, Payment
  • You can add new payments to dealers by clicking on icon money Add payment. Fill in the Payment to dealer, Amount and VS fields and click on Add payment.
icon lupa Information about dealers
  • Show information about dealers and their invoices:
    • Information about dealers: number of assigned services, amount of income, amount of money paid, send
    • Information about invoices: full name, date, due date, VS, amount + the Show invoice option (click on icon lupa ) + the Add payment option (click on icon money, fill in the following items: Dealer, Amount and VS and click on Add payment.).
icon edit Edit
  • Edit a given dealer’s account Editing an existing dealer’s account works the same way as adding a new account.
icon lupa Show statistics
  • Show the personal details of a particular dealer, their statistics and their invoices.
  • Click on Items detail to display acquired clients and services
  • Click on icon money to add payment to an invoice
icon money Dealer’s credit
  • Show the total credit of a given dealer
  • Show an overview of individual items included in the credit of a given dealer - available information: Date, Credit (amount), Type (description)
  • You can manually edit a dealer’s credit by clicking on icon add Manual Credit adjustment - fill in the Amount, Description and Bude fakturováno (to whom) items and click on OK.
icon delete btsp Delete account
  • Delete a particular dealer’s account

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Export of invoices

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Calculation of VAT on invoices

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How to modify the text on an invoice

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CSV format for payment import

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