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How to Create Sellers

Sellers are direct staff selling your products in the field.

Create Seller

  1. Go to Ticket Terminals > Sellers in the navigation bar.

    Sellers

  2. Press the + New Seller button.

    New Seller

  3. Enter seller 'Name'.
    ​

    Name

    Name, Active, Test & Pin

    📒 NOTE

    You will notice that an auto-generated PIN number is displayed next to the seller name. You may change this to a number not yet used by another seller.

    ‼️ IMPORTANT

    Make sure the PIN is a unique 6-digit number that is not easily guessable.

  4. Select the seller's destination.

    Destination

    📒 NOTE

    The 'Destination' field will auto-populate with the destination selected at the terminal creation. You can change the seller's destination any time.

  5. Select the 'Seller' position.

    Seller, Guide & Driver

    📒 NOTE

    If the seller has a different position or performs multiple jobs, select all that apply. A 'Guide' can see manifests to which they are assigned,

  6. Enter the seller's 'Mobile' number (optional).

  7. Enter the seller's 'Email' address. If the seller will be using the web-based Seller Portal, they need an email to get the sign-in link. Sellers who use only terminals do not need the email filled in.

    ‼️ IMPORTANT

    Make sure the sellers who will be using the web-based Seller Portal have their email address filled in. The email address has to be unique to each seller. They will receive a sign-in link there.

  8. Check the 'Notification email cc' if the seller should receive booking notifications.

    Mobile and Email Contact

    Seller Contact Details

  9. Select tags or start typing and press Enter to create new ones.

    Tags

    📒 NOTE

    Depending on the authentication type, a phone number (SMS, Call) or email address (email) must be provided in the form.

  10. Uncheck the 'Allow All' box and list the location(s) where the seller operates.

    Allow / Disallow Locations

    📒 NOTE

    Make sure that the required products are also listed in the 'Manifest Products' field in the Location settings.

  11. Enter a billing account code if you have one.

    Billing Account Code

  12. Press the Create Seller button.

    Create Seller

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