I am a Sales Agent

How to add a client in My Portfolio (Only applicable if you have a Sales Agent account)

To add a client to your Portfolio list, access first your portfolio page in your personal profile. On this page you will see a button at the bottom of the list : “Add a new client”. Click on it and insert the email address of your client. Two possibilities:

1- The user does not already exist as a client. In this case, the new user will receive an email to finalize his subscription. Until finalization, you will see a green line in the list saying that an email was sent.

2- The user has already an account on either the Bookshop or WCO Trade Tools (WCO’s previous databases as well). In this case, WCO will receive an email to confirm that this client is to be linked to you (and not to another Sales Agent). Under 48h (except for the weekend) WCO will confirm the linkage between the two of you. The client will then appear automatically in your list, you will be able to manage their subscription and purchase physical products for them.

How to purchase a physical product for my clients 

To purchase a physical product for one of your clients follows the same process than purchasing a product for you, except the shipping address. Add to your cart the product you seek to purchase and click on the shopping cart to reach the checkout process. 

In the Billing and Shipping step, select the corresponding address. From your address book you can automatically fill in your clients information for shipping. Click on continue and process to payment. The products will be delivered where you choose when filling the shipping address. 

How to purchase/modify a subscription for my clients 

To purchase a subscription for your client, start first to access your portfolio in your personal profile. In the last column next to their name you will either see “Create subscription” or “Modify subscription”. 

Click on it, and then choose the subscription you seek to purchase and provide for your client. Please note that, if a client already has a subscription, only an “upgraded” one can be purchased, before the end of his/her subscription. 

Finally access the checkout page and go through the purchase of the subscription selected. Automatically the subscription will be assigned to your client and displayed in your portfolio list. Your client will receive a notification that his/her subscription has either been created or upgraded.

How to renew my clients’ subscriptions 

To renew your clients’ subscriptions please wait for the end of their current subscription if you wish to keep access to the same content (HS/Origin/Valuation). If you wish to extend their access right to another content you can do it following the procedure described above, starting from “Modify subscription”. 

It is also possible for you to set up automatic renewal, when you first purchase the subscription (below payment through credit card) or afterward when displaying your customers details on the portfolio page.