# Quins Partner Management System - User Guide

## Table of Contents
1. [Getting Started](#getting-started)
2. [Login & Authentication](#login--authentication)
3. [Dashboard Overview](#dashboard-overview)
4. [Partner Management](#partner-management)
5. [Lead Management](#lead-management)
6. [Client Management](#client-management)
7. [Services Management](#services-management)
8. [Vendor Management](#vendor-management)
9. [Payment Management](#payment-management)
10. [CPD Courses Management](#cpd-courses-management)
11. [Commission Calculations](#commission-calculations)
12. [Reports & Analytics](#reports--analytics)

---

## Getting Started

### System Requirements
- Modern web browser (Chrome, Firefox, Safari, Edge)
- Internet connection
- Screen resolution: 1280x720 or higher (recommended)

### Accessing the System
1. Open your web browser
2. Navigate to the application URL
3. You will be redirected to the login page

---

## Login & Authentication

### Login Process
1. Enter your username
2. Enter your password
3. Click "Sign In" button

### Demo Credentials
**Admin Account:**
- Username: `admin`
- Password: `admin123`

**Partner Account:**
- Username: `partner1`
- Password: `admin123`

### First Time Login
After logging in for the first time:
1. You'll be redirected to the dashboard
2. Review your profile information
3. Familiarize yourself with the navigation menu

---

## Dashboard Overview

The dashboard provides a comprehensive overview of your partner management activities.

### Key Metrics
- **Total Partners**: Number of active partners in the system
- **Total Leads**: Current leads being tracked
- **Total Revenue**: Cumulative revenue generated
- **Total Commission**: Commission earned by partners

### Dashboard Sections

#### Recent Activity
Shows the latest activities including:
- New leads created
- Leads converted to clients
- Commission payments processed
- CPD course enrollments

#### Top Partners
Displays best-performing partners based on:
- Total revenue generated
- Commission earned
- Conversion rate

#### Service Performance
Shows performance metrics for each service:
- Total sales
- Revenue generated
- Growth percentage

---

## Partner Management

### Viewing Partners
1. Click "Partners" in the sidebar navigation
2. View the list of all partners with key information
3. Use filters to search by status, partnership type, or name

### Partner Information Displayed
- Partner ID
- Company Name
- Partnership Type (Referral, Channel/Reseller, Strategic Alliance, Franchise)
- Contact Person details
- Territories covered
- Status (Active, Inactive, Pending, Suspended)
- Total Revenue
- Total Commission

### Partnership Types

#### 1. Referral Partner
- **Commission Range**: 15-20%
- **Best For**: Professionals, consultants, agencies, trainers
- **Features**: 
  - Unique referral IDs
  - CRM access
  - Co-branded collaterals
  - Fast-track payments

#### 2. Channel/Reseller Partner
- **Commission Range**: 18-23%
- **Best For**: IT firms, training houses, legal/finance boutiques
- **Features**:
  - Preferential pricing tiers
  - Deal registration & protection
  - Joint webinars/events
  - Marketing development funds

#### 3. Strategic Alliance / JV
- **Commission Range**: 25-28%
- **Best For**: Established firms targeting tenders and large accounts
- **Features**:
  - Tender-ready documentation
  - Proven execution bandwidth
  - Shared delivery risk
  - 64-district playbooks

#### 4. District/Regional Franchise
- **Commission Range**: 30-32%
- **Best For**: High-capability operators with local teams
- **Features**:
  - Exclusive territorial rights
  - Brand & SOPs support
  - LMS & CRM access
  - Central delivery/ops support

### Adding a New Partner
1. Click "Add Partner" button
2. Fill in the partner information form:
   - Company Name
   - Partnership Type
   - Contact Person details
   - Address information
   - Business registration details
   - Service lines they will handle
   - Territories they will cover
   - Banking information
3. Set commission rates based on partnership type
4. Upload required documents
5. Click "Save" to create the partner profile

### Updating Partner Information
1. Click "View" on the partner you want to update
2. Click "Edit" button
3. Modify the necessary information
4. Click "Save Changes"

### Partner Status Management
- **Active**: Partner is actively working
- **Pending**: Awaiting approval or documentation
- **Inactive**: Temporarily not working
- **Suspended**: Account suspended due to policy violations

---

## Lead Management

### Understanding Leads
Leads are potential clients referred by partners that need to be tracked and converted.

### Lead Information
- Lead ID
- Client Name and Contact
- Service Type requested
- Estimated Value
- Status (New, Contacted, Qualified, Proposal Sent, Negotiation, Won, Lost, On Hold)
- Priority (Low, Medium, High, Urgent)
- Next Follow-up Date

### Lead Lifecycle

#### 1. New Lead
- Just entered into the system
- Requires initial contact

#### 2. Contacted
- Initial contact has been made
- Awaiting response or qualification

#### 3. Qualified
- Lead has been qualified as genuine
- Budget and timeline confirmed

#### 4. Proposal Sent
- Formal proposal submitted
- Awaiting client decision

#### 5. Negotiation
- In active negotiation phase
- Terms being discussed

#### 6. Won
- Lead successfully converted
- Client acquired

#### 7. Lost
- Lead did not convert
- Reason should be documented

#### 8. On Hold
- Temporarily paused
- May resume later

### Adding a New Lead
1. Click "Add Lead" button
2. Enter lead information:
   - Client name, email, phone
   - Company name (if applicable)
   - Service type required
   - Estimated value
   - Priority level
   - Source of lead
3. Assign to partner
4. Set next follow-up date
5. Click "Save"

### Converting Lead to Client
1. Open the lead details
2. Verify all information is complete
3. Click "Convert to Client"
4. System automatically:
   - Creates client record
   - Marks lead as "Won"
   - Calculates commission
   - Creates payment record

### Lead Follow-up
- Set follow-up reminders
- Add notes after each interaction
- Track all activities
- Update status regularly

---

## Client Management

### Client Types
- **Individual**: Personal clients
- **Company**: Business entities
- **Institution**: Educational or government institutions

### Client Information
- Client ID
- Name and Company
- Contact details
- Address
- Industry
- Services purchased
- Total spent
- Outstanding balance
- Status

### Adding a New Client
1. Click "Add Client" button
2. Select client type
3. Enter client information:
   - Name and contact details
   - Company information (if applicable)
   - Address
   - Industry
4. Click "Save"

### Managing Client Services
1. Open client profile
2. Click "Add Service"
3. Select service type
4. Enter service details:
   - Service name
   - Purchase date
   - Amount
   - Status
5. Commission is automatically calculated
6. Click "Save"

### Client Status
- **Active**: Currently engaged
- **Inactive**: No recent activity
- **Suspended**: Account issues

---

## Services Management

### Service Categories
1. Business & Consultancy
2. Financial & Wealth
3. Legal Services
4. Education & Training
5. Student Visa Services
6. Technology Solutions
7. Payment & POS
8. Real Estate
9. Inspection & Shipping
10. Events Management
11. Migration/Workforce

### Service Information
- Service ID
- Service Name
- Category
- Base Price
- Commission Rates (by partnership type)
- Delivery Time
- Total Sales
- Total Revenue
- Status

### Sample Services & Pricing

| Service | Price (BDT) | Referral Commission | Reseller Commission |
|---------|-------------|---------------------|---------------------|
| Company Formation | 75,000 | 11,250 (15%) | 15,000 (20%) |
| E-commerce Website | 200,000 | 36,000 (18%) | 44,000 (22%) |
| UK Student Visa | 150,000 | 18,000 (12%) | 22,500 (15%) |
| POS System | 100,000 | 20,000 (20%) | 23,000 (23%) |
| UAE Work Visa | 80,000 | 12,800 (16%) | 16,000 (20%) |
| Legal Retainer | 30,000/mo | 5,400 (18%) | 6,600 (22%) |

### Adding a New Service
1. Click "Add Service" button
2. Enter service details:
   - Service name
   - Category
   - Description
   - Base price
   - Commission rates for each partnership type
   - Delivery time
   - Requirements
   - Features
3. Upload service brochure (optional)
4. Click "Save"

---

## Vendor Management

### Vendor Types
- Service Provider
- Supplier
- Consultant
- Contractor
- Other

### Vendor Information
- Vendor ID
- Vendor Name
- Type
- Contact Person
- Services Provided
- Total Purchases
- Outstanding Balance
- Rating (0-5 stars)
- Status

### Adding a New Vendor
1. Click "Add Vendor" button
2. Enter vendor information:
   - Vendor name and type
   - Contact person details
   - Address
   - Business registration details
   - Services provided
   - Payment terms
   - Banking information
3. Click "Save"

### Vendor Performance Tracking
- Track total orders
- Monitor on-time delivery rate
- Rate vendor performance (1-5 stars)
- Add notes and feedback

---

## Payment Management

### Payment Types
- Commission
- Bonus
- Refund
- Adjustment

### Payment Status
- **Pending**: Awaiting approval
- **Processing**: Approved and being processed
- **Completed**: Payment made successfully
- **Failed**: Payment failed
- **Cancelled**: Payment cancelled

### Payment Information
- Payment ID
- Partner ID
- Service Amount
- Commission Rate
- Commission Amount
- Payment Method
- Status
- Due Date
- Paid Date

### Creating a Payment
1. Click "Create Payment" button
2. Select partner
3. Enter transaction details:
   - Transaction type
   - Service amount
   - Commission rate
4. Commission amount is automatically calculated
5. Select payment method
6. Set due date
7. Click "Save"

### Payment Approval Workflow
1. Payment created (Status: Pending)
2. Admin reviews and approves (Status: Processing)
3. Payment processed (Status: Completed)

### Payment Methods
- Bank Transfer
- Mobile Banking (bKash, Nagad, Rocket)
- Cash
- Cheque
- Online Payment

### Viewing Payment Summary
1. Navigate to Payments section
2. Filter by partner to see their payment history
3. View summary showing:
   - Total commission earned
   - Paid commission
   - Pending commission
   - Processing commission

---

## CPD Courses Management

### About CPD Courses
CPD (Continuing Professional Development) courses from Quins Training (quinstraining.com) are UK-accredited professional development courses.

### Reseller Commission
- **Standard Commission**: 25% on all course enrollments
- Automatically calculated based on course price

### CPD Course Information
- Course ID
- Course Name
- Category
- Price (BDT)
- Reseller Commission (25%)
- Duration
- CPD Points
- Level (Beginner, Intermediate, Advanced)
- Total Enrollments
- Total Revenue

### Sample CPD Courses

| Course | Price (BDT) | Commission (25%) |
|--------|-------------|------------------|
| Corporate Tax Return UK | 4,000 | 1,000 |
| Financial Statement Analysis | 60,000 | 15,000 |
| Retail Banking | 4,000 | 1,000 |
| Understanding Marginal Costing | 4,000 | 1,000 |
| Detecting and Preventing Fraud | 4,000 | 1,000 |

### Creating a CPD Enrollment
1. Navigate to CPD Courses section
2. Click "Add Enrollment" button
3. Select partner
4. Select course
5. Enter student information:
   - Student name
   - Email
   - Phone number
6. Commission is automatically calculated (25% of course price)
7. Select payment status
8. Click "Save"

### CPD Enrollment Tracking
- Track all enrollments by partner
- Monitor payment status
- Calculate total commission earned
- View enrollment history

### Partner CPD Summary
View partner-specific CPD statistics:
- Total enrollments
- Total revenue generated
- Total commission earned
- Paid vs pending commission
- Active enrollments

---

## Commission Calculations

### How Commissions are Calculated

#### Service-Based Commission
```
Commission Amount = Service Amount × Commission Rate
```

**Example:**
- Service: Company Formation
- Service Amount: BDT 75,000
- Partnership Type: Referral (15%)
- Commission: 75,000 × 0.15 = BDT 11,250

#### CPD Course Commission
```
Commission Amount = Course Price × 25%
```

**Example:**
- Course: Financial Statement Analysis
- Course Price: BDT 60,000
- Commission Rate: 25%
- Commission: 60,000 × 0.25 = BDT 15,000

### Commission Rates by Partnership Type

| Partnership Type | Commission Range |
|------------------|------------------|
| Referral | 15-20% |
| Channel/Reseller | 18-23% |
| Strategic Alliance | 25-28% |
| District/Regional Franchise | 30-32% |

### Commission Payment Schedule
- **Monthly**: Commissions calculated at month-end
- **Payment Terms**: Net 15-30 days
- **Minimum Threshold**: BDT 5,000 (configurable)

### Viewing Commission Reports
1. Navigate to Payments section
2. Select partner
3. View commission summary:
   - Total commission earned
   - Paid commission
   - Pending commission
   - Commission by service type
   - Commission by month

---

## Reports & Analytics

### Dashboard Analytics
- Revenue growth trends
- Commission growth trends
- Lead conversion rates
- Partner performance metrics

### Available Reports

#### 1. Partner Performance Report
- Total leads generated
- Conversion rate
- Revenue generated
- Commission earned
- Service breakdown

#### 2. Service Performance Report
- Sales by service type
- Revenue by category
- Top-performing services
- Growth trends

#### 3. Financial Report
- Total revenue
- Total commission paid
- Pending payments
- Payment history
- Monthly trends

#### 4. CPD Report
- Total enrollments
- Revenue from CPD courses
- Commission earned
- Popular courses
- Partner-wise breakdown

### Geographic Distribution
- Partners by district
- Revenue by region
- Service demand by area

---

## Best Practices

### For Partners
1. **Regular Follow-ups**: Contact leads within 24 hours
2. **Accurate Information**: Ensure all lead information is complete
3. **Status Updates**: Update lead status regularly
4. **Documentation**: Keep detailed notes of all interactions
5. **Commission Tracking**: Monitor your commission dashboard regularly

### For Administrators
1. **Timely Approvals**: Process payments within agreed timelines
2. **Quality Control**: Verify lead quality before conversion
3. **Performance Monitoring**: Review partner performance monthly
4. **Communication**: Keep partners informed of new services and policies
5. **Training**: Provide regular training on new features

### Data Management
1. **Regular Backups**: System data is backed up daily
2. **Data Accuracy**: Verify information before entry
3. **Document Upload**: Keep all relevant documents uploaded
4. **Status Updates**: Keep all records current

---

## Troubleshooting

### Common Issues

#### Cannot Login
- Verify username and password
- Check if account is active
- Clear browser cache
- Contact administrator

#### Commission Not Calculated
- Verify service amount is entered
- Check commission rate is set
- Ensure partnership type is correct
- Contact support if issue persists

#### Payment Not Showing
- Check payment status
- Verify approval status
- Review payment filters
- Contact finance team

### Getting Help
- **Email**: info@quinsbd.com
- **Phone**: +880 1334928540
- **Website**: https://quinsbd.com

---

## System Updates

The system is regularly updated with:
- New features
- Bug fixes
- Performance improvements
- Security enhancements

Users will be notified of major updates via:
- Email notifications
- In-app announcements
- Dashboard alerts

---

## Security & Privacy

### Data Security
- All data is encrypted
- Secure authentication
- Regular security audits
- Access control by role

### Privacy Policy
- Data is used only for business purposes
- No data sharing with third parties
- Compliance with data protection regulations
- Right to access and modify your data

---

## Appendix

### Glossary
- **Lead**: Potential client referred by partner
- **Conversion**: Process of turning lead into client
- **Commission**: Payment to partner for successful sale
- **CPD**: Continuing Professional Development
- **Partnership Type**: Category of partner relationship
- **Service Line**: Category of services offered

### Contact Information

**Quins International Bangladesh Ltd**
- Registration Number: C-197024
- Head Office: Flat NO. 5/B, House: 770-771, Road: 10, Avenue-6, Mirpur DOHS, Dhaka-1216, Bangladesh
- Paltan Branch: 4th Floor, Room No. 403, 56 Shakh Center, Old Paltan, Dhaka, Bangladesh
- Email: info@quinsbd.com
- Phone: +880 1334928540
- Website: https://quinsbd.com
- CPD Training: https://quinstraining.com

---

**Document Version**: 1.0  
**Last Updated**: January 2025  
**Copyright © 2025 Quins International Bangladesh Ltd. All rights reserved.**