In Stockagile, from the Wholesale module we have the option of creating a user for a sales agent, who only has visibility of the companies in his area or vertical and the sales he makes.
Requirements to create a user
The user must have the role of OWNER, RETAIL MANAGER or INVENTORY MANAGER.
Steps to create a sales agent
Open the MORE menu in the left side menu and go to CONFIGURATION.
In the Access section, click USERS.
In the list of users, click the "New User" button at the top right.
Fill in the new user's data and assign the "Wholesale Vendor" role in the Role field.
It is important that you assign the showroom or warehouse where they will work, from the Warehouses field. You can also assign a virtual showroom (which has no products assigned) that still lets you assign certain companies to this sales rep so they can see their orders.
Step 3 New user form
Step 4 Assign the Wholesale Vendor role
Step 5 Assign Showroom or Warehouse
Aspects to consider
In the Inventory Module, the Wholesale Vendor will only have visibility in "stock" and "transfers".
In the Wholesale Module, in the Sales section, you will only be able to make sales with the companies assigned to you.
This is a user who has little visibility, but is allowed to review stock, enter sales orders and review shipments to companies.