Agents

Accessing the Agents Page

Navigate to the Contractors section and under the Suppliers Types Section click the “Agents” Button. 

Overview

This interface provides a detailed list of agents with essential data, enabling users to filter, sort, and export information for analysis. Users can also view deleted agent records or display the latest entries at the top.

Key Interface Elements

List Overview

• ID: Unique identifier for each agent.

• Company: Company name associated with the agent.

• Company Reg. Name: Official registered name of the company.

• Status: Current status of the agent.

• Compliance: Additional notes on compliance.

• P.M.: Broker code.

• Credit, D: Number of credit days available.

• Credit, A: Credit amount allotted.

• Cur: Default currency for transactions.

• Office: Office linked to the agent’s company.

• CODE: Accounting code.

• Country: Country location of the agent.

• City: City location of the agent.

• E-mail: Agent's email contact.

• Phone: Agent's phone contact.

• Created: Date the agent record was created.

• External ID: SLX ID.

• Payment Method: Type of payment method used.

Managing Agents

Creation and Deletion

• Create Agent: Click the Create button.

• Delete Agent: Click the Delete button.

Sorting and Filtering

• Filters Button: Allows filtering by:

  • Selectors: Status, Office, Types, By Company/Category, Country, State, Services, Categories, Types.

  • Check Options:

    • Deleted: Display deleted agents.

    • New on Top: Show the latest added agents at the top.

  • Alphabetical Filter: Filter by the first letter of the agent’s name.