Tip: Create POs with estimated quantities and costs. When goods arrive, click "Receive" to enter actual values. Cost differences are auto-logged in product cost history.
PO ID
Status
Supplier
Items
Order Date
Estimated
Actions
Stock Movements
0
Profiles document holders applying to client campaigns
0
Code
Name
Phone
Recruiter
Document
Actions
Campaigns client engagements linking Profile, Agent, PM and Platform
0
Code
Name
Profile
Agent
PM
Platform
Status
Actions
Workforce Assignment link each Agent to their PM, Campaign and Profile
0
How it works: Each agent has an assigned PM (who collects the PM rate for that agent's hours), a default Campaign and a default Profile. When you create a new invoice and select an agent, these fields auto-populate. Agents you manage directly should be assigned to yourself with PM role.
Agent Code
Agent Name
Assigned PM
Default Campaign
Default Profile
Actions
Team Members Partners and Project Managers
0
Roles: A team member can be a Partner (receives residual share of the pool), a PM (collects per-agent-hour rate), or both. Partners share what remains after Agent labor, PM, Recruiter, and (in Type 2) the Profile cut.
Code
Name
Roles
Partner Default %
PM Rate (USD/h)
Contact
Actions
Recruiters talent acquisition team
0
Note: Recruiters bring profiles into the company. They receive a percentage cut at invoice closing time. Active recruiters are auto-loaded into the agent setup form.
Code
Name
Email
Phone
Notes
Actions
Suppliers vendors for inventory purchases
0
Tip: Track multiple suppliers per product to compare pricing. Cost history is logged on every Purchase Order received.
Example: Arise (5% fee), Liveops (0% fee). The fee is deducted from gross before distribution.
Code
Name
Fee %
Notes
Actions
Default Rate Configuration
These are default values proposed when creating each invoice. Every value remains editable per invoice. Exchange rate is set at payment closing time, not at invoice registration.
First N hours of pay period
Above threshold = overtime rate
Applied beyond hours threshold
Each Team Member with PM role can override this
Remainder goes to distribution pool
The rest goes to Team Members (Partners)
Registered
0
awaiting closing
Closed (MTD)
0
USD 0
Total Payouts (MTD)
DOP 0
net agent payments
Last FX Rate
—
most recent closing
Invoice Records
0
Invoice ID
Status
Date
Platform
Agent
Campaign
Gross USD
Agent Pay (DOP)
Actions
Payment Receipts finalized agent payments with exchange rate locked
0
Receipt ID
Date
Agent
Campaign
FX Rate
Gross (DOP)
Deductions
Net (DOP)
Actions
Audit Log all changes across the platform
0
Last 2,000 entries are kept. Older entries are automatically rotated out.
Timestamp
Actor
Action
Entity
ID
Changes
Agent
New product
-
Code is auto-generated on save based on category
Cannot be changed after creation
Alert shown when current stock falls at or below this value
Register Stock Entry (Purchase)
Defaults to product's current sale price. Editable - if changed, product sale price is updated and tracked in cost history.
Entry TotalDOP 0.00
Register Stock Exit (Assignment / Sale)
Defaults to product sale price
Every exit is linked to an agent for traceability
Total salidaRD$0.00
Note: This action only reduces stock. The formal invoice and agent debt are created from the Billing module.
Historial
New Profile
PER-XXXX
New Campaign
CMP-XXXX
Legacy field. Going forward, PM is set per agent in Workforce.
New team member
Default share of partner pool. All active partners on an invoice should ideally sum to 100%.
Charged per agent-hour for agents assigned to this PM
New platform
e.g. Arise = 5, Liveops = 0
Assign Workforce
Agent: Tip: The PM will collect the per-hour rate for this agent's worked hours. Campaign and Profile pre-fill the invoice form when this agent is selected.
Pick a Team Member with PM role. Use yourself if you collect this agent's PM rate.
The recruiter who brought this agent's profile
Close Invoice & Pay Agent
Final step — once you close this invoice, the exchange rate is locked, the agent's payment receipt is generated, debt deductions are committed, and the invoice can no longer be edited.
Exchange Rate
Set the actual rate at which USD was converted to DOP for this payment.
Stock Debt
Payment Breakdown
Notes
New Invoice
Step 1 of 2 — Registration Record the payment receipt from the client (platform statement). All amounts in USD. The exchange rate is set later, when you close the invoice and pay the agent.
Identification
Selecting an agent auto-fills PM, Campaign and Profile from Workforce
From agent's Workforce assignment
From agent's Workforce assignment
Pay Period & Receipt
Total stated on the platform receipt
Agent Work
Rates (loaded from defaults, editable per invoice)
Auto-set from PM's Team profile
Distribution Type
Notes
Distribution Preview (live, USD only — DOP applied at closing)
New Recruiter
New Supplier
New Purchase Order
Workflow: Draft → Approved → Ordered → (Partially) Received → Closed. Edit items only while in Draft. Costs and quantities are confirmed at receiving time.
Header
Line Items
Estimated Total
DOP 0.00
Receive Purchase Order
Receive items: Adjust the actual received quantity and unit cost per item. Cost defaults to last known cost. If you change the cost, a history record is created and the product's current cost is updated.
