How to manage - as the store owner

As a store owner, to manage your Sales Rep team activities, you should go to the Sales Rep section in the B2B Customer Portal app which can also be called CMS - Content Management System.

CMS - Manage Sales Rep

Here's the section that you can create, edit or remove Sales Rep. To create a new sales rep, please follow the instructions mentioned in II. How to set up.

CMS - Tag Order To Rep

This is the section where you can manage orders from your Sales Rep team.

Here, you can also change the Commission rate or the Sales Rep of your orders.

In case you want to tag an order directly to a Sales Rep, you can search by order id in the search box. Then you should set the commission rate and the Sale Reps you want.

Note: To tag orders to Sales Rep, you must do it directly through the app - CMS. Please keep in mind that the app cannot automatically detect if you add tags to customers or orders in the Shopify Admin.

CMS - Tag Customer To Rep

Similar to Tag Order to Sales Rep, this section allows you to tag customers to your Sale Reps. You can find customers and tag them with Sales Reps.

Note: To tag customers to Sales Rep, you must do it directly through the app - CMS. Please keep in mind that the app cannot automatically detect if you add tags to customers or orders in the Shopify Admin.

CMS - Report

To have an overall view of your Sales Rep team activities, you should go to Report tab in Sales Rep section.

This page shows you a Dashboard that includes information about orders, conversion rates, unpaid amount, and paid amount.

To track the commission of your Sales Reps, you should click Commission Tracking button on the top-right of the page.

Here you can mark commissions of Sales Rep as paid.

Note: Our app does not support you directly paying Sales Rep commissions. You should pay outside the app and mark it as paid in Commission Tracking tab.

CMS - Configurations

In this section, you have the options to display or hide the Client Invoice, Coupon Code sections, and manage commission from orders created by Sales Reps in the Portal.

The first two above settings are equivalent to the two following tabs:

Mark orders with sales rep helps you to manage how your commission is calculated when sales reps create orders on behalf of the customers

• Yes: After checkout, orders created from sales reps will include commissions.

• No: After checkout, orders created from sales reps will not include commissions.

If you choose Mark orders with sales rep to be "Yes" , orders created by sales rep on the store front will include commissions

CMS - Email Configurations

The Email Notifications page enables you to customize the content of each type of notification.

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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.