Agents & Commissions
Learn how to assign agents to sales and purchase orders, track their performance, and manage commission structures.
🧭 Welcome to Mores Software
Your Central Hub for Smarter Business Management
Thank you for choosing Mores Software. This guide will walk you through the first steps to start using the platform effectively.
🔑 Step 1: Access the Platform
Open your browser and go to:
👉 ui.mores-soft.com
You'll be greeted with the login screen. Enter your credentials and click Login.
🏢 Step 2: Select Your Company
Once logged in, the first thing you'll see is a Company Selection Panel.
- Choose the company you want to work with.
- This helps the system load relevant settings, data, and permissions tied to that company.
🌿 Step 3: Choose Your Branch
After selecting your company, choose the branch location (if applicable).
This ensures that the data you work with is filtered specifically for that branch's operations.
✅ Tip: You can change your company or branch later by clicking the top-right profile menu.
👥 Assigning Agents & Tracking Their Commissions
To ensure accountability and reward performance, Mores Software lets you assign agents (marketers) to each sales or purchase order. This helps track:
- 🧾 Who created the deal
- 💰 Who's responsible for its payment
- 📈 The income share (commission) the agent earns for:
- Successful sales
- Debt collection from customers
📌 When to Select the Agent
- While creating a Sales Order or Purchase Order, use the "Agent" drop-down menu to assign the responsible marketer.
- This ensures their performance and payment responsibilities are tracked automatically.
🧾 Assigning Agents on Invoices
- While generating an invoice, select the marketer/agent from the drop-down list.
- The system will then attribute:
- The sale
- Any future payments
- Any delay or risk — directly to that agent
➕ What If the Agent is Not Listed?
If the agent's name doesn't appear in the list:
- Go to People Menu → People Information
- Use the search bar to check if the agent already exists
- If not found, click Create New
- Fill in the details (name, contact info, etc.)
- Set the Role as Marketer
- Click Save
Now the agent will be available for selection in orders and invoices.
🧮 Commission Tracking
Mores automatically calculates and tracks:
- Each agent's share of revenue
- Their performance based on:
- Number and value of sales
- Collection of outstanding balances
- Delays attributed to their customers
This data can be used for:
- Salary bonuses
- Risk management
- Team performance reviews