Role
Agent or intermediary
Collects fees, top-ups or premiums for another party and earns a commission.
Planned
Where this role appears
19 of the studied industries list a matching role.
- E-commerce and omnichannel retail
- Hotels, hostels and lodging
- Health insurance and managed care
- Car rental and leasing
- Trucking and freight forwarding
- Courier, parcel and postal services
- Airlines and aviation
- Railroads, shipping and ports
- Homebuilders and real-estate development
- Equipment rental and leasing
- Electric and gas utilities
- Telecommunications and mobile retail
- Software, IT services and internet
- Banking, credit unions and cooperative banks
- Insurance (life, property, casualty and agencies)
- Payments, remittance and money services
- Savings groups, cooperatives and microfinance
- Real estate and property management
- Travel agencies and tour operators
Planned catalog items that serve this role
- Multi-salesperson commission attribution SALE-0023
- Sales commission settings EMP-0018
- Open register with float CASH-0001
- Float carry-over CASH-0011
- Bank deposit slip record PAY-0009
- Withholding (retención) config PRC-0033
- Perception (percepción) config PRC-0034
- Third-party delivery apps manual entry (Rappi, PedidosYa) DLV-0010
- Aggregator commission accounting DLV-0012
- Service staff commission RSV-0018
Permissions themes
- Give this role only the rights its job needs.
- Sensitive actions (voids, discounts, refunds, price edits) are normally approved by someone else.
- Every sensitive action should leave an audit entry.
All of this is planned. No app is released. See roles and permissions.