Agent Operations Guide / 代理操作指南
A complete guide for managing sub-customers, quoting, ordering, and financials on the ShipOnlines agent platform.
ShipMay代理平台完整操作指南：子客户管理、询价下单、财务对账。
Table of Contents / 目录
1. Agent Overview / 代理概述
As a ShipOnlines Agent, you act as an intermediary between ShipOnlines and your end customers. You manage your own sub-customers, set your own markup, and earn the price difference.
作为ShipMay代理，您是平台与终端客户之间的中间商。您管理自己的子客户、设置加价比例、赚取差价。
Sub-Customer Management
Create and manage your own customers. Each sub-customer has a separate account and can log in independently.
创建和管理子客户，每个子客户有独立账号，可单独登录。
Unified Wallet
All sub-customer orders are charged from your agent wallet. You collect payment from sub-customers independently.
所有子客户下单从您的代理钱包扣款，您自行向子客户收款。
Markup Control
Set your own markup rules per service type (LTL/TL/Drayage/Package) or per customer.
按服务类型或按客户设置加价规则。
White-Label Domain
Use your own domain with your company logo and branding on the login page.
使用自己的域名，登录页展示您的公司Logo和品牌。
2. Dashboard / 仪表盘
Your agent dashboard provides a real-time overview of your business.
代理仪表盘提供业务实时概览。
Access Dashboard
Click "Agent Dashboard" in the left sidebar menu after logging in.
登录后点击左侧菜单 "Agent Dashboard"。
KPI Cards
View key metrics: Sub-Customer count, Total Orders, Revenue, and Profit (your L3 markup earnings).
查看关键指标：子客户数、总订单数、收入、利润（您的L3加价收益）。
Wallet Overview
See your wallet Balance, Frozen amount (in-progress orders), and Available balance at a glance.
一目了然查看钱包余额、冻结金额（进行中的订单）和可用余额。
Recent Orders
Quick view of the latest 10 orders with customer code, mode, amount, and status. Click any order to view details.
快速查看最近10单，含子客户代码、运输模式、金额和状态。点击可查看详情。
3. Sub-Customer Management / 子客户管理
View Sub-Customers
Go to Customer Management → Sub-Customer List. See all your sub-customers with their code, company, order count, credit limit, and balance.
进入 客户管理 → 子客户列表，查看所有子客户信息。
Create Sub-Customer
Click "Create Sub-Customer" button. Fill in company name, email, phone, and set a password. The sub-customer account is immediately active and can log in.
点击 "创建子客户"，填写公司名、邮箱、电话、密码。账号立即生效，子客户可立即登录。
Billing & Credit Settings
Click "Settings" on any sub-customer to configure billing mode (Prepaid/Credit) and credit limit. This limit controls how much that sub-customer can order before being blocked.
点击子客户的 "Settings" 设置计费模式和授信额度。额度控制该子客户最多能下多少金额的订单。
通过您自定义域名注册的客户，管理员审批后自动绑定到您的代理账户下。
4. Credit & Billing / 授信与计费
All sub-customer orders are billed to your agent wallet. You manage sub-customer credit limits as your internal control.
所有子客户订单从您的代理钱包扣款。子客户授信额度是您的内部管控工具。
How Billing Works
1. Sub-customer places order
2. Your agent wallet is frozen for the order amount
3. After order completes, frozen amount is deducted
4. You collect payment from sub-customer on your own terms
1. 子客户下单
2. 从您的代理钱包冻结订单金额
3. 订单完成后扣款
4. 您按自己的条款向子客户收款
Sub-Customer Credit Limit
Set a credit limit per sub-customer to control their maximum order value. The system checks: existing active orders + new order ≤ credit limit. If exceeded, the order is rejected.
为子客户设置授信额度，控制最大下单金额。系统检查：已有订单总额 + 新订单 ≤ 额度，超出则拒绝下单。
请确保您的代理钱包余额充足。即使子客户额度未用完，如果您的钱包余额不够，订单也会被拒绝。
5. Proxy Quoting / 代客询价
Select Sub-Customer
On any quoting page (LTL/TL/Drayage/Package), a blue bar appears at the top showing "Quote for Sub-Customer". Select the sub-customer from the dropdown.
在任何询价页面（LTL/TL/Drayage/Package），顶部会显示蓝色栏 "代客询价"，从下拉菜单选择子客户。
Fill in Shipment Details
Enter origin, destination, freight details as usual. The quote will be created under the selected sub-customer's account.
正常填写起点、终点、货物信息。询价将创建在所选子客户的账户下。
View Dual Pricing
On the quote results page, you will see two price columns: "My Cost" (your cost from platform) and "Customer Price" (the price your sub-customer pays, with your L3 markup applied).
在报价结果页，您会看到两列价格："My Cost"（平台成本）和 "Customer Price"（子客户价格，含您的L3加成）。
Place Order
Select a quote and proceed to place order. The order amount will be frozen from your agent wallet.
选择报价并下单。订单金额将从您的代理钱包冻结。
如果不选择子客户，询价和订单将创建在您自己的代理账户下。
6. Order Management / 订单管理
View All Orders
Your order list shows all orders from you and your sub-customers. Each order card shows a purple badge with the sub-customer code (e.g., "TRCO") for easy identification.
您的订单列表展示您和子客户的所有订单。每张订单卡片上有紫色标签显示子客户代码。
Filter by Sub-Customer
Use the "All Sub-Customers" dropdown in the filter bar to view orders from a specific sub-customer only.
使用筛选栏的 "All Sub-Customers" 下拉菜单按子客户筛选订单。
Order Detail — Agent View
In order detail, you see "My Cost" and "Customer Price" cards instead of a single amount. This shows your cost from the platform vs. the price charged to your sub-customer.
订单详情中，您会看到 "My Cost" 和 "Customer Price" 卡片，分别显示平台成本和子客户售价。
子客户也可以登录查看自己的订单，但只能看到"客户价格"，看不到您的成本或平台成本。
7. Pricing & Markup / 定价与加成
Your markup rules determine how much extra you charge on top of the platform price.
您的加价规则决定在平台价格之上额外收取多少费用。
Three-Layer Pricing
L1: Carrier cost + carrier markup
L2: Platform markup (you see this as "My Cost")
L3: Your agent markup (difference between My Cost and Customer Price)
L1: 承运商成本 + 承运商加成
L2: 平台加成（您看到的"My Cost"）
L3: 您的代理加成（My Cost与Customer Price的差价）
Markup Rules
Your markup rules are configured by the platform admin. Rules can be set:
- Per service type (LTL/TL/Drayage/Package)
- Per specific sub-customer
- As percentage or flat amount
- With min/max caps
加价规则由平台管理员配置，支持按服务类型、按客户、按百分比或固定金额设置。
您无法看到承运商原始成本(L1)或平台加成(L2)的明细。您只能看到总成本和客户售价。
8. Wallet & Transactions / 钱包明细
Access Wallet Details
Go to Customer Management → Wallet Details to view your transaction history.
进入 客户管理 → 钱包明细 查看交易记录。
View Transactions
See all transactions: top-ups, freezes, deductions, refunds. Each entry shows the account (your code or sub-customer code), amount, balance after, and related order number.
查看所有交易：充值、冻结、扣款、退款。每条记录显示账户、金额、余额、关联订单号。
Filter by Account
Use the account dropdown to filter transactions for a specific sub-customer or view all accounts.
使用账户下拉菜单按子客户筛选，或查看所有账户的交易。
Top Up
To add funds, go to Account → Wallet and submit a top-up request with payment proof. The admin will review and approve.
充值请前往 账户 → 钱包 提交充值申请并上传付款凭证，等待管理员审核。
9. Reports & Export / 报表与导出
Agent Reports
Go to Customer Management → Agent Reports. View KPIs: sub-customer count, total orders, revenue, profit, and wallet balance. The table shows each sub-customer's order count, revenue, credit limit, and balance.
进入 客户管理 → 代理报表，查看子客户数、总订单、收入、利润、钱包余额等KPI，以及每个子客户的详细统计。
Export CSV
Click "Export CSV" on the Dashboard or Reports page to download all order data. The CSV includes: Order No, Status, Mode, Customer, Company, My Cost, Customer Price, Profit, PRO#, and Date.
在仪表盘或报表页点击 "Export CSV" 下载全部订单数据，包含订单号、状态、模式、客户、成本、售价、利润等。
Quote History
View your inquiry history at Orders → Quote History. Use the sub-customer dropdown to filter by specific sub-customer.
在 订单 → 询价历史 查看询价记录，可用子客户下拉菜单筛选。
10. Custom Domain / 自定义域名
You can use your own domain to provide a white-label experience for your customers.
您可以使用自己的域名为客户提供品牌化体验。
Domain Setup
Contact the platform admin to configure your custom domain (e.g., tms.yourcompany.com). You need to point your domain's DNS to our server.
联系平台管理员配置自定义域名。您需要将域名的DNS解析到我们的服务器。
Branding
Your company logo and name will be displayed on the login page when accessed via your domain. The platform admin configures these in your agent settings.
通过您的域名访问时，登录页将展示您的公司Logo和名称。由管理员在代理设置中配置。
Auto-Binding
Customers who register through your domain are automatically linked to your agent account after admin approval. No manual binding needed.
通过您域名注册的客户，管理员审批后自动绑定到您的代理账户，无需手动操作。
11. Order Approval / 订单审核（二级代理）
If you have promoted a sub-customer to a 2nd-level agent, orders placed by that agent (and by their customers) are held for your approval before being sent to the carrier. You bear the credit and payment for your entire downline — so nothing ships until you approve.
如果您已把某子客户升级为二级代理，该二级代理（及其客户）下的单会先 等您审核 才发承运商。整棵下游的授信和付款由您承担，所以您不批，订单不会发出。
Open Pending Approvals / 打开待审订单
Go to Customer Management → Pending Approvals (客户管理 → 待审订单). All orders from your 2nd-level agents waiting for your approval are listed here.
进入 客户管理 → 待审订单，这里列出所有等您审核的二级代理订单。
Review Details & Correct / 查看详情并纠错
The list shows sub-account, mode, Your Cost (what you pay the platform) and End Price (what the end customer pays). Open an order to review the full shipment: origin/destination, cargo (commodity, NMFC, dimensions L×W×H, weight, class, pieces, packaging), selected services / accessorials, reference numbers, special instructions, and cargo flags (Hazmat / Fragile / Battery / Stackable). You may correct non-pricing fields inline — commodity, NMFC, contact, address, notes — then click Save Correction. To change anything that affects the quote (city / ZIP, weight, class, pieces), use Reject & Return instead.
列表显示下单方、模式、您的成本（您付平台的价）和终端价（终端客户付的价）。点开订单可查看完整货运信息：起运/目的地、货物（品名、NMFC、尺寸 长×宽×高、重量、Class、件数、包装）、勾选的服务、参考号、特殊说明，及货物标志（危险品/易碎/电池/可堆叠）。可就地纠错不影响报价的字段——品名、NMFC、联系人、地址、备注——然后点保存纠错。若要改影响报价的项（城市/ZIP、重量、Class、件数），请改用拒绝退回。
Approve or Reject / 批准或拒绝
Click "Approve / 批准" to release the order — it then proceeds to the carrier. Click "Reject / 拒绝" to return it. The order cannot ship until you approve.
点 "批准" 放行，订单才发承运商；点 "拒绝" 退回。您批准前订单不会发出。
Trust an Agent — Skip Approval / 信任某二级代理（免审）
In Sub-Customer List, on a 2nd-level agent row, use the "需审 / 已免审" toggle. Setting it to 免审 (skip) lets that agent's orders go straight to the carrier without your approval — you still bear the cost.
在 子客户列表 中，二级代理那行有 "需审 / 已免审" 开关。设为免审后，该代理的单不再经您审核直接发承运商（费用仍由您承担）。
仅当您有二级代理时生效；您自己直接客户的订单不走此审核。审核权在您手里——您批准前，平台无法把订单发给承运商。
12. FAQ / 常见问题
不能。子客户只能看到最终的"客户价格"，看不到您的成本或任何加价细节。
子客户下单会被拒绝并提示"余额不足"。请先充值代理钱包。子客户的授信额度不影响钱包余额检查。
这是您的内部管控工具。它限制子客户活跃订单的总金额。例如额度$10,000、已下$7,000，则只能再下$3,000的订单。
加价规则由平台管理员管理。请联系ShipMay客服调整您的加价比例。
您和子客户之间的收款由您自行管理，ShipMay不介入。您可以使用CSV导出功能生成订单报表用于向子客户开票。
可以。子客户用自己的账号登录下单，订单仍从您的代理钱包扣款。子客户看到的是含您加价的"客户价格"。
Need Help? / 需要帮助？
Contact ShipMay support for account setup, markup configuration, or domain setup.