Step By Step Guide - Seller Role

Created by srinivas varma, Modified on Tue, 11 Jul, 2023 at 3:30 PM by srinivas varma

Please follow the below mentioned steps to setup your Seller Store on ProcEzy. 




  • Click on the “catalogue” tab in your home screen.
  • Click on the add products button on the top right corner of the catalogue page - *green plus mark*
  • Choose the products you wish to sell from the drop down – Category > Manufacturer > Model > Choose Specific SKU and click submit..
  • Update the price, qty and lead time to activate the product for the first time. Please note that the product will remain inactive unless price qty and lead time are mentioned.
  • Your product is now active and will appear when buyers search for the SKU.


  • By default, when you add a new product to your catalogue it will be inactive until you set a price, quantity available and lead time for the product.
  • To set the above click on the blue circle on the right hand side of the product row.
  • Enter all the relevant details and click on save. You may also modify the pricing and available quantity and lead time of the product as and when you want to by following the same steps.
  • Your product offering will now be visible to Buyers searching for the particular SKU.

Please note that your product will not be visible to buyers if they are inactive. 

Please also ensure that you are updating the latest price and quantity available as per your inventory for potential buyers to view


  • A sales agent is an employee of your company who is responsible for handling specific product lines and enquiries for the same.
  • To create a sales agent navigate to the “AGENTS” tab in the menu bar.
  • Click on the Add new agents button on the top right of the AGENTS page. This should open a pop up page to add agent details.
  • Please add all details of the agent and verify their email and mobile Phone using the otp sent to them.
  • Enter all details and hit the submit button.
  • Once created the agent/s can now log into ProcEzy using their credentials.


  • For the agents to start using their role they need to first be assigned products.
  • Click on the “assign products to agent” icon (blue circle) in the row with agent details.
  • You can assign any product to agent that is already present in your Catalogue. Please note that you cannot assign same product to multiple agents.
  • Once the agent is assigned the product, they will be notified and will start receiving any enquiries or orders related to those products. This can be monitored by the Admin.
  • Agents will also be able to edit the price/qty and lead time of the product. Once they make any changes a notification will be sent to the Admin. Please monitor the same. 

Agents will only receive enquiries and orders for products that have been assigned to them. They will also be able to reply to chats related to these products. Admin can monitor all of this from their logins.


  • Click on the enquiry tab in the menu options.
  • Here you will see all the enquiries that buyers have for the goods you are selling.
  • You can monitor the enquiries by scrolling through the list of enquiries or use the filters to drill down on a specific enquiry that you want to examine.
  • Clicking on the enquiry will take you to the chat room specific to that enquiry where you can offer a negotiated price to the buyer based on the discussion.
  • You may offer a custom price to the buyer on request by clicking on the "revise offer" button on the top right of the chat box. You can enter the price per unit, qty and remark(any comments or terms you want to enter) and send it across to the Buyer
  • If the buyer accepts the new pricing and terms they can accept the order in their chat and the enquiry will be moved to the orders tab.

You can offer custom price or negotiate on price by clicking on the "revise offer" button on the top right of the chat screen.


  •  Click on the orders tab in the menu options.
  • Here you will see the orders that you have received either directly or enquiries that were converted to orders.
  • You can view details of all orders by scrolling through the list of orders or use the filters to drill down to a specific order that you want to examine.
  • You can click on the order to see the chat history of the order with the buyer. If it is a direct order with no chat history, a new chat window will be created and you can communicate with the buyer and share relevant information.
  • For orders that have Add-on items included in it, you can get a detailed view of the same by clicking on the "Add-on" button under the "View Add-on" column. Please note that you wont see an Add-on button if the corresponding order does not have any Add-on products associated with it.
  • Under the order status column, you may change the status of the order by clicking on the current status and updating it from the options given in the drop down list. This will intimate you buyer and will help you keep track of the current status of each order.

Please ensure to update the order status against each order to help you keep a track of your orders.

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