Wholesale & Routes
Setting up sales agents and route plans
Create agent accounts, assign territories, set credit limits, and plan daily distribution routes.
1 min read
For distributors and wholesalers, MerxumOS supports field sales — agents selling on routes, often on credit, away from the shop.
- Create accounts for your sales agents with the right role.
- Assign each agent a territory and the customers on it.
- Set credit limits so agents sell within safe boundaries.
- Plan daily routes so agents visit the right customers in the right order.
Tip — Agents can keep working on the road thanks to offline mode, syncing their orders when they are back in coverage.
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