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Sylectus AlliancePro software now supports AGENTS and provides more software controls to manage how your SALES PEOPLE can use the system.

If your company uses the AGENCY model or if your company has SALES PEOPLE, you can now grant them "selective" access to the Sylectus system and control what they can "see" and "do".

Just another "No additional charge" enhancement to our advanced AlliancePro Transportation Management Software solution!

How do I set up a SALES PERSON to have limited access to the system?

  1. Go to main menu CUSTOMERS and sub-menu SALES TEAM and set up your SALES PEOPLE.
  2. Go to main menu USERS and sub-menu USER PROFILES and add your SALES PEOPLE as USERS and link them to their SALES PERSON profile. In their "user profile", set the appropriate flags in the "Agents / Sales People" section of the profile.
  3. Go to main menu CUSTOMERS and find all the customers that belong to the Sales Person. Go into EACH customer record and set the sales person.
  4. OR ... (a faster way) ... go to main menu RATING and sub-menu CUSTOMERS. Do a search for a group of customers and set the Sales Person for a GROUP of customers.

How do I set up an AGENT OFFICE with more than one person in the AGENT OFFICE to have limited access to the system?

  1. Go to main menu CUSTOMERS and sub-menu SALES TEAM and set up a "Sales Person" with the title of "Agent Office". For example, if you have a Agency in Omaha, NB, you would set up a sales person as "OMAHA NB AGENCY".
  2. Go to main menu USERS and sub-menu USER PROFILES and add your AGENTS as USERS and link them to their SALES PERSON profile that represents their AGENT OFFICE. In their "user profile", set the appropriate flags in the "Agents / Sales People" section of the profile for each user.
  3. Go to main menu CUSTOMERS and find all the customers that belong to the AGENCY. Go into EACH customer record and set the sales person to be the AGENT OFFICE.
  4. OR ... (a faster way) ... go to main menu RATING and sub-menu CUSTOMERS. Do a search for a group of customers and set the Sales Person for a GROUP of customers to be the AGENT OFFICE.

What kind of "Sales Person" or "Agency" controls do I have for the various Sylectus Modules?

First, they are only allowed to access CUSTOMERS in the CUSTOMER database where they are listed as either Sales Person 1, 2 or 3. In their "USER PROFILE", you can control what they can do with these customer records. The standard "Customer Controls" are:

  • Add a Customer – If set to YES, they can ADD customers to the system. By default, they will be tagged as the "first sales person" for the customer record. If set to NO, they are NOT allowed to add customers.
  • Modify Basic Information – If set to YES, they can MODIFY the basic information about a customer (name, address, city, time zone, etc.) if they are defined as Sales Person 1, 2 or 3 for the customer. If set to NO, they are NOT allowed to modify the basic customer information.
  • Modify Billing Information – If set to YES, they can MODIFY the billing information about a customer (currencies, rate tables, etc.) if they are defined as Sales Person 1, 2 or 3 for the customer. If set to NO, they are NOT allowed to modify the billing customer information.
  • Modify Sales Information – If set to YES, they can MODIFY the sales information about a customer (Sales Person, Commission Rates) if they are defined as Sales Person 1, 2 or 3 for the customer. If set to NO, they are NOT allowed to modify the sales person customer information.
  • Modify Customer Status – If set to YES, they can RETIRE/ UN-RETIRE customer if they are defined as Sales Person 1, 2 or 3 for the customer. If set to NO, they are NOT allowed to RETIRE/ UN-RETIRE customers.
  • Modify Customer Contact Information – If set to YES, they can add/modify/retire/un-retire customer contacts if they are defined as Sales Person 1, 2 or 3 for the customer. If set to NO, they are NOT allowed to modify the customer contacts information.
  • Modify Customer Contact Notification Rules – If set to YES, they can add/modify/retire/un-retire customer contact notification rules (automatic emails to the customers on trip events such as arrive, load, detention, empty with POD, etc.) if they are defined as Sales Person 1, 2 or 3 for the customer. If set to NO, they are NOT allowed to modify the customer contact notification riles.
  • Modify Customer Special Instructions – If set to YES, they can add/modify customer special instructions if they are defined as Sales Person 1, 2 or 3 for the customer. If set to NO, they are NOT allowed to modify the customer special instructions.

Second, at the user level, there are many controls in terms of what a "user" can or cannot do. Above and beyond the traditional "rights", you can control the access to the following Sylectus features:

  • Viewing Orders – If set to YES, they are allowed to view any order were they are defined as Sales Person 1, 2 or 3 for the billing customer on the order. If set to NO, they are not allowed to view any orders.
  • Creating Orders – If set to YES, they are allowed to create new orders but can only see customer records were they are defined as Sales Person 1, 2 or 3 customer. If set to NO, they are not allowed to create orders.
  • Updating Orders – If set to YES, they are allowed to update any order were they are defined as Sales Person 1, 2 or 3 for the billing customer on the order. If set to NO, they are not allowed to update any orders.
  • Dispatching Orders – If set to YES, they are allowed to dispatch any order were they are defined as Sales Person 1, 2 or 3 for the billing customer on the order. If set to NO, they are not allowed to dispatch any orders.
  • Posting Orders on the Load Board – If set to YES, they are allowed to post any order to the "load board" were they are defined as Sales Person 1, 2 or 3 for the billing customer on the order. If set to NO, they are not allowed to post any orders.
  • Bid on Posted Orders – If set to YES, they are allowed to view the Sylectus load board and bid on loads. If set to NO, they are not allowed to view the load board and bid on loads.
  • Audit Orders – If set to YES, they are allowed to audit any completed order (pending audit) were they are defined as Sales Person 1, 2 or 3 for the billing customer on the order. If set to NO, they are not allowed to audit any completed orders (pending audit). This is only applicable for those Sylectus customers that have the "Audit Completed Orders before sending to Billing" feature turned on.
  • Access Trip Count Dash Board – If set to YES, they are allowed to view the trip count dash board of the orders were they are defined as Sales Person 1, 2 or 3 for the billing customer on the order. If set to NO, they are not allowed to view the trip count dash board.
  • Run Closest Truck Search – If set to YES, they are allowed to search for the closest available vehicle. If set to NO, they are not allowed to search for trucks.
  • View Trip Monitor – If set to YES, they are allowed to view the trip monitor for orders were they are defined as Sales Person 1, 2 or 3 for the billing customer on the order. If set to NO, they are not allowed to view the trip monitor.
  • Update Trip Monitor – If set to YES, they are allowed to update orders on the trip monitor were they are defined as Sales Person 1, 2 or 3 for the billing customer on the order. If set to NO, they are not allowed to update the trip monitor.
  • Set Driver / Carrier Pay – If set to YES, they are allowed to set the driver / carrier pay for dispatched orders were they are defined as Sales Person 1, 2 or 3 for the billing customer on the order. If set to NO, they are not allowed to set the driver / carrier pay on any order.
  • See All Loads on a Travel Order – If set to YES, they are allowed to view the all the loads dispatched onto a truck, even if some of the loads are not theirs. If set to NO, they are not allowed to view all the loads dispatched onto a truck UNLESS they are all their loads.
  • Allowed to Multi-Load a Truck – If set to YES, they are allowed to dispatch more than one load onto a truck, even if other loads on the truck may not be theirs. If set to NO, they are not allowed to dispatch more than one load onto a truck..
  • View Invoices – If set to YES, they are allowed to view any invoice were they are defined as Sales Person 1, 2 or 3 for the billing customer on the invoice. If set to NO, they are not allowed to update any invoices.
  • Update Invoices – If set to YES, they are allowed to update any invoice were they are defined as Sales Person 1, 2 or 3 for the billing customer on the invoice. If set to NO, they are not allowed to update any invoices.
  • View Payroll (Settlement) – If set to YES, they are allowed to view the driver/carrier pay were they are defined as Sales Person 1, 2 or 3 for the billing customer on the related order. If set to NO, they are not allowed to view the driver/carrier pay.
  • Update Payroll (Settlement) – If set to YES, they are allowed to update the driver/carrier pay were they are defined as Sales Person 1, 2 or 3 for the billing customer on the related order. If set to NO, they are not allowed to update the driver/carrier pay.
  • Maintain Vehicle Data – If set to YES, they are allowed to maintain vehicles that are OWNED by "owners" associated with Sales Person 1, 2 or 3. If set to NO, they are not allowed to maintain vehicle information. This flag works in conjunction with the other "Vehicle" rights settings (Add / Modify / Modify compliance data / Modify In-And-Out-Of-Service Status / Reserve a Truck).
  • Maintain Driver Data – If set to YES, they are allowed to maintain drivers that are OWNED by "owners" associated with Sales Person 1, 2 or 3. If set to NO, they are not allowed to maintain driver information. This flag works in conjunction with the other "Driver" rights settings (Add / Modify / Modify compliance data / Modify Status / Modify Passenger / Hide Sensitive Data).
  • Maintain Trailer Data – If set to YES, they are allowed to maintain trailers that are OWNED by "owners" associated with Sales Person 1, 2 or 3. If set to NO, they are not allowed to maintain trailer information.
  • Maintain Owner Data – If set to YES, they are allowed to maintain owners that are associated with Sales Person 1, 2 or 3. If set to NO, they are not allowed to maintain owner information. This flag works in conjunction with the other "Vehicle" rights settings (Add / Modify / Modify status).
  • Maintain Carrier Data – If set to YES, they are allowed to maintain "Outside Carriers" information. If set to NO, they are not allowed to maintain "Outside Carriers" information.
  • See Other Agents / Sales Customers – If set to YES, they are allowed to view the entire CUSTOMER file, even if they are not associated with Sales Person 1, 2 or 3 on the customer record.

Here the steps (and some screen shots) to help understand the process of setting up a SALES PERSON or AGENT:

  • Go to main menu CUSTOMERS and then sub-menu SALES TEAM
  • Click the "ADD NEW SALESPERSON" button to ADD a sales person.
  • Enter all the pertinent information in the form. If this is for a SALES PERSON, use the sales persons FIRST and LAST name in the form. If this is for an AGENCY, use some Agency related information in the spaces for the First and Last Name (for example, OMAHA AGENCY).
  • Save the Sales Person profile.

Step 1 – Set up a SALES PERSON or AGENCY location

Step 2 – Set up USERS Profiles Associated with the SALES PERSON or the AGENCY:

  • Go to main menu USERS and then sub-menu USER PROFILES
  • Create a NEW user profile or update an existing user profile. In the user profile,
    • you must set the "SALES PERSON?" flag to "YES" to show this is a Sales Person
    • you must choose which SALES PERSON or AGENT this user is associated to. This is VERY IMPORTANT since it will determine which CUSTOMER records, orders, trips, etc. the user will be allowed to see.
  • Update all the traditional USER rights settings for CUSTOMERS (what part of the customer record can the user See / Modify) plus the NEW "module rights" settings to determine what the user can do or cannot do.

Portion of the User Profile to set the User as a SALES PERSON

Portion of the User Profile to set the rules for accessing customer data

Portion of the User Profile to set the rules for accessing the modules

Step 3 – Associate CUSTOMERS to the Sales Person or AGENT.

  • Go to main menu CUSTOMERS and then sub-menu CUSTOMER PROFILES
  • Update an existing customer profile and set any one of Sales Person 1, 2 or 3 to the appropriate Sales Person or Agent from your active list.
  • Save the Customer Profile.
  • A FASTER way to associate a GROUP of customers to a SALES PERSON is to go to main menu RATING and then sub-menu CUSTOMERS and do a search for a GROUP of customers. From the screen, select which customers you want to "mass update" and then choose the appropriate "Sales Person" or "Agent" from the appropriate drop down and click the right button.

Updating a single customer record to assign a Sales Person or Agent

Updating a multiple customer records to assign a Sales Person or Agent

Step 4 – Associate OWNERS to the Sales Person or AGENT. This will allow the Sales Person or Agent access to Tractor / Driver / Trailer / Owner data.

  • Go to main menu FLEETS and then sub-menu OWNERS
  • Update an existing OWNER profile and set any one of Sales Person 1, 2 or 3 to the appropriate Sales Person or Agent from your active list.
  • Save the Owner Profile.

Here is a screen shot of .

updating an OWNER record to assign a Sales Person or Agent

Thanks to all our customers for their help and support as we developed and implemented this significant enhancement to our software.

It just keeps getting better ... and the best is yet to come!