Sales Person Comprehensive Guide

1. Overview & Role Description

Welcome to the MC B2B Portal Sales Person guide. The Sales Person (Seller) role is carefully tailored to ensure laser-focus on assigned clients while maintaining strict data isolation between different sales representatives.

Login Process & Authentication

The login process for sellers is fundamentally different from administrators. Sellers do not use email addresses for authentication.

• Use Your Phone Number

  Sellers log in using their registered mobile phone number. The system is flexible and accepts multiple formats (e.g., +965 6000 0001, 96560000001, or 60000001).

• Enter Your Password

  Enter the password assigned to you. Note that initial passwords are set by the Super Admin and securely handed over to you (typically via WhatsApp or in person).

• Account Recovery

  Because your account is not linked to an email address, the "Forgot Password" function cannot be used. There is nowhere to send a reset link. If you forget your password, you must contact a Super Admin directly to have it reset.

2. Dashboard

Upon logging in, you are greeted by the Sales Dashboard. While it looks similar to the Admin dashboard, the data presented is strictly scoped to your assigned clients.

Figure 1: The Seller Dashboard showing client-scoped metrics.

Dashboard Tiles Explained

3. Panel Layout

The Seller panel layout is designed to be streamlined and distraction-free. You only see what you need to sell.

The Sidebar ("Sales Panel")

Your main navigation menu is titled "Sales Panel" (unlike the "MC Admin" title seen by administrators). It is significantly shorter than the Admin sidebar.

4. Client Management (Own Clients Only)

The Client Management module is where you view and interact with the companies assigned to you.

Figure 2: Client list (note: you will only see clients assigned to you).

What You CAN Do:

• View Client Details: Access contact information, trade licenses, and company profiles.
• Manage Delivery Addresses: Add, edit, or remove delivery addresses for your clients to streamline the checkout process.
• View Balances: Check outstanding balances and credit limits (if configured) for your assigned clients.

What You CANNOT Do:

• Create/Approve/Reject Clients: Client onboarding is handled by Admins. You cannot create new client accounts.
• Change Price Lists: You cannot change which price list a client is assigned to.
• Toggle Prices Visibility: You cannot change the "Show Prices" setting for a client.
• Reassign Sellers: You cannot transfer a client to yourself or to another seller.

5. RFQ Management (Own Clients Only)

Managing Requests for Quotation (RFQs) is the core of your daily operations.

Figure 3: Your scoped RFQ list showing status pills and filters.

Key Features for Sellers:

• Full Quotation Powers

  For your own clients, you have full authority to build, issue, and manage quotations (subject to discount limits).

• Create RFQs on Behalf of Clients

  You can proactively create an RFQ for your clients. Click "New RFQ", select your client from the dropdown, and add products.

  

  Figure 4: Creating an RFQ on behalf of a client.
• Reorder Functionality

  You can easily duplicate an accepted quotation to create a new RFQ for the same items. These will be marked with a special "Repeat Order" badge in the list.

• Supporting Files

  You can attach spec sheets, diagrams, or other supporting documents directly to the RFQ thread.

6. Quotation Builder IMPORTANT

The Quotation Builder is where you convert client requests into official offers. This interface has strict rules for sellers to ensure pricing consistency and protect margins.

Figure 5: The Quotation Builder interface. Note the locked unit prices.

The Golden Rules of the Quotation Builder

1. Unit Prices are LOCKED: You CANNOT edit the unit price of catalog items. The price is strictly inherited from the client's assigned Price List.
2. Custom Lines (Free-text): You CAN add custom lines for non-catalog items (e.g., "Custom Installation Service"). Because these are free-text, you are allowed to manually set the price for these specific lines.
3. Stock Visibility: Real-time stock levels are visible to you while building the quote to prevent promising unavailable goods.

Figure 6: A quotation held for Super Admin approval due to exceeding the discount limit.

Finalizing the Quote

Setting terms is crucial. You must define:

• Valid Until: Expiration date of the offer.
• Suggested Delivery: Estimated timeline.
• Terms & Conditions: Select applicable boilerplates.

Issuing requires a Two-Step Confirmation. Once issued, you can download the PDF or use the native WhatsApp sharing integration to send it directly to the client.

7. Client Notifications

You can send targeted alerts and messages directly to your clients' portal dashboards and mobile devices.

• Targeting: The recipient dropdown only populates with your assigned clients.
• One Notification Per Client: You send messages to the company entity, which notifies the relevant users under that client account.
• Tracking: You can track whether notifications have been marked as "Seen" or "Closed" by the client.

8. Price Lists (Read-Only)

Unlike Admins who manage complex pricing tiers, your view of Price Lists is purely informational and client-focused.

Figure 7: The "Client Prices" read-only view.

• "Client Prices" View: You select one of your clients from a dropdown to view their specific, calculated prices for every product.
• Read-Only: You CANNOT edit prices, create new price lists, or delete existing ones.
• Promotions: You can see if a product is part of a promotional category, but you cannot edit the promotional figures.
• Public Product Pages: If you browse the public-facing product pages while logged in as a seller, no prices are shown (as pricing is always strictly client-dependent).

9. Catalog (Read-Only)

You have full visibility into the system catalog to assist clients, but you lack editing permissions.

Figure 8: Product catalog view (notice the absence of "Edit" or "Delete" buttons).

• View Only: You can view Products, Categories, and Brands.
• No Controls: "Add New", "Edit", "Delete", and "Export" buttons are completely removed from the UI.
• URL Protection: If you manually type an edit URL (e.g., /admin/products/edit/123) into your browser, the system will immediately redirect you away to safety.

10. What Sellers Cannot Access

To ensure system stability and security, the following administrative areas are completely inaccessible to your role:

11. Push Notifications & PWA

The MC B2B Portal is a Progressive Web App (PWA). You can install it on your mobile device for a native app experience.

Alerts You Will Receive:

• New RFQs: Instant alert when one of your clients submits a new request.
• Quotation Status: Alerts when a client accepts, rejects, or comments on your issued quotation.
• Client Messages: Notifications for direct messages from your clients within the portal.
• Approval Updates: Notifications from the Super Admin regarding your held/discounted quotes.

12. Important Rules for Sellers

• Prices are Locked

  You cannot re-price catalog items. You can only apply global discounts up to your configured limit. For exceptions, escalate via the discount justification workflow.

• Issuing is Final

  Once a quotation is issued to a client (and not held for approval), it cannot be undone or silently edited. If a mistake is made, you must issue a revised version.

• Password Security

  Since there is no automated password reset functionality, keep your password secure. Do not share it. Contact a Super Admin immediately if you suspect a breach.

• Data Privacy

  You are entrusted with your clients' data. The system enforces strict isolation preventing you from seeing other sellers' clients. Do not attempt to bypass these restrictions.

13. Permissions Comparison Table

This table illustrates the capability differences between roles.

14. Quick Reference Summary