why Cloud now: company store

meeting purpose

demonstrate and explain the company store feature in darwin.Cloud, including setup and usage for both agents and staff

key takeaways

• company store allows brokerages to sell products and services to agents with automated billing and inventory management
• agents can place orders through their portal, while staff manage orders, set up items, and place orders on behalf of agents
• system offers flexibility in pricing, inventory control, and revenue attribution across offices or regions
• future enhancements may include agent-initiated cancellations and improved attachment handling for order notifications

topics

company store overview

• facilitates selling products (e.g., swag, signs) and services (e.g., data entry, customized cards) to agents
• automates billing and invoicing process
• agents can view order history and status in their portal
• items can be set for prepayment or added to the agent’s monthly bill
• can direct agents to external vendor sites for certain products

order process for agents

• access store through darwin.Cloud (desktop or mobile)
• 2-step process for basic items: select quantity, review, finish
• complex items (e.g., business cards, ads) allow text input and image selection
• use existing property images from darwin or upload new ones
• video urls can be added for items like landing pages

staff management of company store

• access through bills > order review in darwin.Cloud
• filter orders by date range, company, fulfillment status, and payment status
• view invoices, cancel unfulfilled orders, and manage inventory
• place orders on behalf of agents

setting up items for sale

• requires item name, price, image, and description
• options: prepayment requirement, property address requirement, inventory management
• restrict item visibility to specific companies or offices
• set gl account for revenue recognition and office credit for sales

inventory and time-limited items

• system tracks inventory levels for physical products
• supports time-limited slots (e.g., magazine ads) with deadlines

notifications and workflow

• email notifications to staff when orders are placed
• potential direct notifications to vendors (e.g., printers) under consideration

next steps

• attend tomorrow’s training session for setting up company store items
• explore pdf upload capabilities for order attachments
• investigate enhancements:
  • agent-initiated cancellations
  • “offers prepayment” option in addition to “requires prepayment”
  • improved attachment handling in notifications

watch this short video to learn more: