---
title: "Seller Role - Complete Guide"
description: "The Seller manages the full sales cycle, from order creation to customer follow-up. Ideal for sales and service…"
url: https://sistrack.com/en/docs/permissions/rol-seller/
category: permissions
section: docs
updated: 2025-12-23
---


*Markdown version for agents. This page on the web: https://sistrack.com/en/docs/permissions/rol-seller/*


# Seller Role - Complete Guide


## 📋 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:
1. Receive the customer's request
2. Find or create the contact
3. Calculate the shipping rate
4. Create the order with details
5. Confirm with the customer
6. Generate the label
7. 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:
1. Order creation (40%)
2. Contact management (20%)
3. Rate calculation (20%)
4. Customer service (15%)
5. Dashboard use (5%)

## 📝 Best Practices

### To Maximize Sales:
1. Keep the contact database up to date
2. Follow up on quotes
3. Offer complementary services
4. Log customer preferences
5. Anticipate recurring needs

### For Efficiency:
1. Use templates for frequent orders
2. Keep contact data complete
3. Verify information before confirming
4. Document special cases
5. Prepare documents in advance

### For Customer Service:
1. Respond quickly
2. Provide accurate information
3. Follow up proactively
4. Log feedback
5. 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:
1. Junior Seller → Senior Seller
2. Senior Seller → Sales Supervisor
3. 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:
1. **Organize your day** with a to-do list
2. **Prioritize** high-value customers
3. **Automate** repetitive tasks
4. **Maintain** constant communication
5. **Document everything** for reference

### Sales:
1. **Know** every available service
2. **Listen** to the customer's needs
3. **Offer solutions**, not just services
4. **Follow up** consistently
5. **Build relationships** for the long term

### System:
1. **Learn** keyboard shortcuts
2. **Use filters** efficiently
3. **Save** frequent searches
4. **Customize** your dashboard
5. **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

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