SalesKing Plugin Setup Guide

The SalesKing Quick Start Guide explains how to install and activate the plugin.

After this initial step, let's look at how to configure the plugin step by step, based on your shop's requirements. This page will explain all settings.

CHAPTER 1: SETTINGS #

Step 1) Choose Dashboard Page and Logo

After activating the plugin, go to SalesKing -> Settings -> Main Settings. Here you can configure two settings: Agent Dashboard Page (already created by default during activation) and Logo.

The dashboard page is the page where your agents will go to log in and access their dashboard:

The logo setting is where you can change the default SalesKing logo that you see in the image above.

Step 2) Choose Modules

On the same page under Main Settings, you can disable plugin modules depending on your store's needs.

For example, if your agents do not earn commissions and only manage orders, you can disable earnings and payouts here. By doing so, these will no longer appear in either the admin area or the dashboard.

A quick explanation of each module:

• Announcements: Admins can publish announcements (posts) that agents see and get notified of by email. For example, you might want to announce a competition for your agents.
• Messages: Here admins can communicate with agents. Both parties can send messages, and the other party receives an email and other notifications.
• Coupons: Agents can create and manage coupons to share with their customers. Admins choose the maximum allowed discount by user or group.
• Affiliate Links: Agents can create registration, shopping, and product affiliate links.
• Cart Sharing: Agents can fill the cart with products and save that cart as a link, which they can share. Whenever that link is clicked and products are purchased, the agent receives a commission.
• Teams: This enables subagents and allows each agent to create subagents. Agents can receive a commission from subagent sales depending on plugin settings (this can be configured under SalesKing -> Commission Rules).
• Earnings: This panel keeps track of agent earnings.
• Payouts: SalesKing does not send payouts itself, but the payout panel is used to keep track of what has been sent. By adding payouts here, agents are also notified, and the balance in earnings is reduced.

Step 3) Registration Settings

There are two settings here, both disabled by default:

• Add Sales Agent ID to WooCommerce Registration
• Assign Agent Automatically at Registration

By adding the agent ID to registration, customers will have a field where they can enter an agent ID and be assigned to a particular agent.

The "assign agent automatically" setting automatically assigns customers to an agent if they didn't choose a particular one (or weren't referred via a link/cookie).

Step 4) Agent Capabilities Settings

There are five settings here:

Here is what they do:

• Allow agents to edit customer profiles: This allows agents to edit user data in My Account.
• Allow agents to manage their assigned orders: This allows agents to manage their orders and mark them as complete, send invoices, etc. It gives agents full backend control over the specific orders assigned to them. This setting is particularly useful if agents are also representatives who manage orders.

• Agents receive new order emails: When a customer places an order, an email is sent notifying the agent.
• Agents can edit prices to offer discounts: This setting allows agents to edit prices on the cart page and thus offer a discount. The maximum discount allowed is controlled by group/user (on their respective pages).

• Agents can edit prices to increase price: This allows agents to increase the price on the cart page. What makes this more complex is that you can also offer a different commission for price increases (see next step). For example, this allows an agent to sell an item at a higher price and pocket the difference between the item price and the price they sold it at (a powerful incentive for your agents).

Step 5) Commission Calculation Settings

There are three main settings here:

• Commission calculation includes tax: By disabling this, commissions are calculated only on the price excluding tax.
• Different commission when agent increases price: This allows you to enter a different percentage. For example, if the item price is $1000, the standard commission is 10%, and you set this setting to 90% commission for price increases, the following happens:

-> If the agent sells the item for $1000, they get a $100 commission (10%).

-> If the agent sells the item for $2000, they get 10% × $1000 + 90% × $1000 = a total $1000 commission.

• Commission rules: hide individual users: This setting prevents crashes in the SalesKing -> Commission Rules panel for sites with large numbers of users.

Step 6: Payout Settings

Here you can enable payout methods for your agents.

Agents see these options in their Payouts panel when they click on "Set payout account":

CHAPTER 2: AGENT GROUPS #

Step 1) Create Agent Groups

After the settings have been configured, the next step is to go to SalesKing -> Agent Groups and create as many groups as you need to manage your agents.

Step 2) Add Agents to Groups

You can make someone an agent by adding them to an agent group. To do this, go to their user profile page and choose "This user is a Sales Agent" under "Agent Settings". Then choose a group below.

CHAPTER 3: COMMISSION RULES #

Through commission rules, you can set up the commission structure for your shop.

To do this, go to SalesKing -> Commission Rules, click "Create new rule," and create as many rules as necessary.

Here are some rule examples:

Example 1: $50 fixed commission for each order of an agent

Example 2: 15% commission on products in the Accessories category for agents in a particular group:

Example 3: 50% commission on order value for only the first 10 orders after a customer is recruited

Example 4: Target specific products. If you want to offer a 10% commission on three specific products, you must use the tag functionality. To do this, go to each product and assign them a tag:

Go to Products -> Quick Edit on a product and add a tag:

After giving this product a tag, you can find the tag under commission rules:

All products with that particular tag will be affected by a rule created here.

Example 5: Subagent Commissions

To control the commission earned from subagent orders, you can create rules with conditions in the "For orders" dropdown:

At the bottom of this dropdown, there are four options for subagents, under "Orders of subagents."

By adding rules here, all commissions are calculated when an order is placed. Later on, you can see these commissions in each order's panel (in WooCommerce -> Orders).

For example, you would see the following:

In the screenshot above, the order was placed by a subagent, and both the subagent and parent agent received a commission.