The Seller manages the full sales cycle, from order creation to customer follow-up. Ideal for sales and service…

📋 General Information

Role Name: Seller
Access Level: Sales and Order Management
Typical Use: Salesperson, customer service agent, account executive
Recommended Quantity: Depending on sales and support volume

🎯 Role Purpose

The Seller manages the full sales cycle, from order creation to customer follow-up. Ideal for sales and customer service staff who interact directly with customers and process their orders.

✅ What they CAN do

📦 Order Management

✅ View orders (their own and the team’s)
✅ Create new orders
✅ Edit active orders
✅ Update order statuses
✅ Print invoices
✅ Print shipping labels
✅ View order history
✅ Search orders by criteria
❌ Cannot delete orders
❌ Cannot modify completed orders

👤 Contact Management

✅ View all contacts
✅ Create new senders
✅ Create new recipients
✅ Edit contact information
✅ Delete their own contacts
✅ Search contacts
✅ View shipment history per contact
✅ Add notes to contacts

💰 Rate Calculation

✅ Calculate shipping costs
✅ View available shipping methods
✅ Apply standard rates
✅ View active promotions
❌ Cannot modify prices
❌ Cannot create special discounts

📊 Dashboard and Metrics

✅ View basic dashboard
✅ View their own sales
✅ View commissions (if applicable)
✅ View personal goals
✅ Performance statistics
❌ Cannot view other people’s metrics
❌ Cannot access advanced analytics

🏷️ Labels and Documents

✅ Create shipping labels
✅ Print waybills
✅ Generate invoices
✅ Download receipts
✅ Reprint documents

⚙️ Personal Configuration

✅ View their profile
✅ Update personal information
✅ Change their password
✅ Configure notifications
✅ Customize the dashboard view

❌ What they CANNOT do

Main Restrictions:

❌ View full financial information
❌ Access global reports
❌ Modify rates or prices
❌ Manage other users
❌ Change system configuration
❌ Delete orders
❌ View other teams’ orders (without permission)
❌ Access organizational configuration

💡 Typical Use Cases

Sales Process:

Receive the customer’s request
Find or create the contact
Calculate the shipping rate
Create the order with details
Confirm with the customer
Generate the label
Deliver documents

Customer Service:

Check shipment status
Update contact information
Resolve rate questions
Process changes to orders
Reprint documents
Log observations

Post-Sale Follow-up:

Verify completed deliveries
Contact customers for feedback
Log incidents
Coordinate reshipments if needed
Update the database

🎯 Performance Metrics

Personal Indicators:

Number of orders created
Total sales value
Average ticket
Conversion rate
New vs. returning customers
Processing time
Customer satisfaction

Typical Goals:

Daily/weekly/monthly sales
Number of orders
New customers
Customer retention
Upselling/cross-selling

💬 Customer Interaction

Information they Can Provide:

Shipping quotes
Estimated delivery times
Zone coverage
Available services
Shipment status
Required documentation

Information they CANNOT Provide:

Unauthorized special discounts
Policy changes
Other customers’ information
Company financial data
System access

🛠️ Work Tools

Searches and Filters:

By order number
By customer/contact
By date
By status
By zone
By service type

Quick Access:

Create new order
Search customer
Rate calculator
Order statuses
Print labels
My sales for the day

🎓 Required Training

Required Knowledge:

Full sales process
Handling objections
Customer service
Basic system use
Products and services
Coverage zones

Training Time:

Minimum: 2 days
Recommended: 1 week
Supervised practice: 3 days

Focus Areas:

Order creation (40%)
Contact management (20%)
Rate calculation (20%)
Customer service (15%)
Dashboard use (5%)

📝 Best Practices

To Maximize Sales:

Keep the contact database up to date
Follow up on quotes
Offer complementary services
Log customer preferences
Anticipate recurring needs

For Efficiency:

Use templates for frequent orders
Keep contact data complete
Verify information before confirming
Document special cases
Prepare documents in advance

For Customer Service:

Respond quickly
Provide accurate information
Follow up proactively
Log feedback
Escalate when necessary

⚠️ Important Situations

When to Escalate to a Supervisor:

Customer requests a special discount
Problem with a complex order
A claim they can’t resolve
Need for a policy change
An out-of-the-ordinary situation

Common Mistakes to Avoid:

Promising unrealistic timelines
Forgetting to verify coverage
Not confirming contact details
Creating duplicate orders
Not documenting special agreements

💼 Professional Development

Skills to Develop:

Product knowledge
Sales techniques
CRM handling
Problem-solving
Effective communication

Typical Progression:

Junior Seller → Senior Seller
Senior Seller → Sales Supervisor
Supervisor → Sales Manager

🔒 Data Responsibilities

Must Protect:

Customer information
Contact data
Purchase history
Shipment information

Must Never:

Share customer data
Use information for personal purposes
Modify records without authorization
Delete information without permission

💡 Tips for Success

Productivity:

Organize your day with a to-do list
Prioritize high-value customers
Automate repetitive tasks
Maintain constant communication
Document everything for reference

Sales:

Know every available service
Listen to the customer’s needs
Offer solutions, not just services
Follow up consistently
Build relationships for the long term

System:

Learn keyboard shortcuts
Use filters efficiently
Save frequent searches
Customize your dashboard
Keep data up to date

📞 Available Support

For Immediate Help:

Direct supervisor
User manual
Knowledge base
Team chat

For Technical Issues:

Help desk
Technical support
System administrator

This role is key to business growth. Your success in sales is the success of the whole company.

Seller Role - Complete Guide