How to manage - as a sales rep

As a sales rep, to manage your activities, you should go to the section Sales Rep in the Customer portal at <your domain>/apps/customer-portal.

Portal - Sales Rep Home

Here's the place a sales rep can see the overview of their activities.

You can view sales Performance by 1, 3, 6, 9 or 12 months

Portal - Coupon

In this tab, you can see your coupon code, the discount rate as well as the commission rate set by the store owner.

You can share your discount code on social media for a better reach.

Portal - Customer Invoice

In this section, your sales rep can manually create orders and send them to the customers.

Note: Orders created here are draft orders, you can see them on your Shopify Admin.

Portal - Manage Customers

Sales reps can view their customers ' information in this tab. Sales reps can also create new customers in this tab.

Portal - Manage Orders

Similar to Manage Customers, sales reps can view their orders and draft orders in the Manage Orders section.

Completed orders made by customers will be listed in the Orders tab, whereas orders created manually by sales representatives and sent as invoices will be listed in the Draft Orders tab.

If you have a problem when setting up this feature, please feel free to reach us at [e-mail] or Live Chat if you need any assistance.