Principal
Separate terms.
Business type
Commission correct, order on time, customer satisfied
A sales agent sells on behalf of manufacturers; it holds no stock but manages orders, commission and the customer relationship. The system keeps principal and customer cards, forwarding of orders to the principal, commission calculation, visit and note tracking and per-principal reports together.
- German, French, Italian, English
- QR-bill and CHF
- Roles and audit log
Commission and forwarding
A separate commission rate, product group and payment period is defined for each principal. The order taken from the customer is forwarded to the principal by e-mail; when the principal confirms and invoices, the commission entitlement is calculated and a statement is prepared at period end.
The legal content of the agency contract is assessed by the company and its specialist.
Visits and reports
Visit plan, customer notes and next steps are recorded; which principal’s products each customer buys is visible. Turnover, commission and pending orders per principal are reported so each principal receives regular information.
Direct connection to principals’ systems is assessed separately depending on the principal.
Your benefits
How we work
- 1
Clarify the need
By e-mail we discuss your processes, roles, existing systems and how data is moved, and set the scope in writing.
- 2
Build and connect
We build the solution around your workflow and connect it to e-mail, calendar, documents and payment.
- 3
Test and launch
We test every flow with realistic cases, train your team and go live only when it is right.
Swiss-specific points
In Switzerland agencies often represent foreign manufacturers across several language regions. The system keeps language per customer and terms per principal; assessment of commission, compensation and contract matters belongs to the company and its specialist.
Frequently asked questions
Can several principals be managed?
Yes; separate terms, item list and report are kept for each principal.
How is the commission statement prepared?
It is calculated from confirmed invoices at period end and prepared as a PDF.
Related topics
Field sales
Trade software: visit plan, mobile orders, customer notes and sales targets. For Swiss field sales teams. Quote by e-mail.
Learn moreContracts and terms
Trade software: framework agreements, annual discounts, bonuses and payment-term tracking. For Swiss wholesale. Quote by e-mail.
Learn moreCustomers and CRM
Trade CRM software: customer card, contact history, reminders and sales opportunities. For Swiss wholesalers. Quote by e-mail.
Learn more