Click the create button to make a new Sales Agent.
Once you click on Add an item as above, you will be brought to this screen.
From here you can select the location for your super-agent. You can only have one super-agent per location.
A super-agent can also be placed in more than one location, but generally will be only one per location.
You can also create a “Cluster Agent” or a “Sub Agent” which would be under a Super-Agent and can be placed in any location.
Where a location can have only one super-agent, you can have multiple cluster or sub agents.
Click Select
Continue to fill out the rest of the form. It is compulsory to fill out the blue shaded fields.
Home Address: Enter the home address of the agent selecting from the drop-down menus. In the final drop-down menu option under Home Address, you can either select from the menu or input a new location.
You will need the National ID or Passport number before you can proceed.
Payment Mode: In Kenya, you can only select m-PESA as the payment method, where in Rwanda you can choose Mobile Money or Bank Account.
Agent Reference: You will also need 2 references for each agent. Select the Add an item option under the Agent References and fill out the options.
Once you have finished filling out the form scroll to the top of the page and click Save.Sales Agent Sub Module is not very different from what you see on the Main module page since it displays same list of agents with same info.
Create Agent
Creating Agent Option is also seen from the main home page other Agent Module but also available any agent page opened. And it opens a new form to create an agent in the System.
