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User Manual Sales-rep complaints Version 1.0 · Stable

Sales-rep complaints

The Sales-rep complaints register tracks complaints about a sales rep on the field team: behavior, reporting, route compliance. It shares the engine of customer complaints — the same smiley cards, the same 5 statuses — but the targeted actor is the sales rep, and the screen displays their zone manager.

6
Stat cards
5
Statuses (0 to 4)
1
Actor: sales rep
5
Photos / record
1

Overview

A sales-rep complaint reports a deviation involving a sales rep: late route, missing report, behavior, failure to follow instructions. It mainly serves field management to track anomalies and compliance follow-up.

Three registers, one engine

Customers, sales reps and field sellers share the same form, the same smiley cards and the same status cycle. Only the targeted actor changes — here, the sales rep. See the Complaints module.

2

Access and navigation

Left-hand side menu: ComplaintsSales-rep complaints.

Swifto ERP — Complaints menu
Global dashboard
Complaints
Complaints Dashboard
Customer complaints
Sales-rep complaints
Field-seller complaints
Settings
Sales
Need help? Click here...
The list of sales-rep complaints opens on the right after the click.
3

List & smiley cards

The same six smiley stat cards as in customer complaints, then the paginated list. The actor column displays the zone manager of the sales rep concerned.

Complaints › Sales-rep complaints
Sales-rep complaints
New Search
46
Total
😠
9
New complaint
😐
11
Handling in progress
🙂
21
Handled
😄
4
Satisfied
😟
1
Not satisfied
StatusTypeNatureZone managerDate
😠New complaintBehaviorLate routeAyadi ORABI07/06/2026
😐Handling in progressReportingMissing reportMouadh BEN AZIZA03/06/2026
🙂Handled & closedDisciplineUnjustified absenceAyadi ORABI27/05/2026

Stat cards (status · color · smiley)

CardSmileyMatching statusColor
TotalAll sales-rep complaintsIndigo #7366fe
New complaint😠Not yet handled (status 0)Red #bf1e2e
Handling in progress😐Handling started (status 1)Orange #e3771f
Handled🙂Reply given, closed (status 2)Apple green #9bbf00
Satisfied😄Satisfied feedback (status 3)Green #2e9b1f
Not satisfied😟Reply deemed insufficient (status 4)Blue #14418c

Table columns

ColumnDescription
SmileyStatus icon (statuses 0 to 4).
StatusLabel of the standard status, or of the linked workflow step.
Complaint typeFamily of the complaint (Behavior, Reporting, Discipline…).
Complaint naturePrecise reason linked to the type.
Zone managerLine manager of the targeted sales rep.
DateDate the complaint was filed.
DomainDisplayed only for multi-domain companies.

The sales rep concerned is chosen at creation (section 6); the list highlights their zone manager for managerial oversight.

4

Action bar

PDF / Excel

Exports the displayed list.

Help (legend)

Displays the legend of smileys and their status.

New

Opens the creation form (section 6).

Search

Filters by type, nature, sales rep and period.

5

Advanced search

The Search button opens a detailed filter: type (which filters the natures), sales rep and period.

6

Create a complaint

Click New. The form is identical to the customer complaints one, with one exception: the selected actor is a sales rep (not a customer).

New sales-rep complaint
Sales-rep complaint
Behavior
Late route
Ayadi ORABI
Repeated delays on the Sahel sector route this week. Outlets are reporting late visits.

Form fields

FieldRoleMandatory
Complaint typeFamily of the complaint; determines the list of natures.
Complaint naturePrecise reason; triggers the display of conditional fields and the Photos block.
Sales repSales rep concerned by the complaint.
Item / Invoice / DomainDisplayed depending on the nature's configuration.Conditional
MessageDescription (up to 500 characters).
Photos (1 to 5)Image attachments (gif / jpg / png), if the nature allows it.Optional

As everywhere in the module, the form adapts to the nature: the Item / Invoice / Photos fields only appear if the nature requires them.

7

View & handle

The magnifying glass Detail opens the record in read mode (gallery + fields). The Edit button lets you advance the status and enter a reply.

If the nature is linked to a workflow, the status menu offers the named steps and only the step's responsible person can advance it.

8

The 5 statuses

CodeStatusSmileyMeaning
0New complaint😠Filed, not yet handled.
1Handling in progress😐Assigned and being resolved.
2Handled🙂Reply given, case closed.
3Satisfied😄Satisfied feedback confirmed.
4Not satisfied😟The reply did not satisfy.
9

Lifecycle (workflow)

Same cycle as the other registers: Filing → Assignment → Handling → Closure.

flowchart LR
  A([Sales-rep complaint filed]):::s --> B[New complaint]:::ko
  B -->|assignment| C[Handling in progress]:::w
  C -->|reply| D[Handled & closed]:::p
  D --> E([Satisfied]):::ok
  D --> F([Not satisfied]):::ko
  F -.->|reopening| C
  classDef s fill:#F5F3FF,stroke:#8B5CF6,color:#5B21B6;
  classDef w fill:#FEF3C7,stroke:#F59E0B,color:#92400E;
  classDef p fill:#f3f1ff,stroke:#7366fe,color:#1f1c3d;
  classDef ok fill:#D1FAE5,stroke:#10B981,color:#065F46;
  classDef ko fill:#FEE2E2,stroke:#EF4444,color:#991B1B;

Custom steps and owners: see the Workflow & statuses page.

10

Business rules

Type → Nature — the nature drives the displayed fields and any linked workflow.

Controlled editing — a closed complaint (status ≥ 2) is no longer editable in standard mode; in workflow mode, only the step's responsible person can advance it.

Field management — the sales-rep complaint documents the deviation and its resolution, tracing the managerial action.

11

Roles & permissions

ActionSupport agentManagerAdmin
View
Create a complaint
Handle / change status
Delete

Indicative matrix — depends on the GReclamation privileges of your company.

12

FAQ & scenario

What's the difference from a customer complaint?

The engine is identical; only the actor changes: you select a sales rep instead of a customer, and the list highlights their zone manager.

The zone manager field is empty?

It comes from the sales rep's record: make sure their reporting line is filled in.

Real scenario — Late route

  1. 1
    Filing — the manager creates a complaint: type Behavior, nature Late route, sales rep Ayadi ORABI. Status: New complaint 😠.
  2. 2
    Assignment — the status moves to Handling in progress 😐, the zone manager is alerted.
  3. 3
    Resolution — meeting held, route plan adjusted, reply entered: Handled 🙂. The month's quality dashboard is updated.
Swifto

Swifto ERP · Complaints module · User Manual v1.0

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