How to use Sales Rep?
I. Introduction
Sales Rep is the module that allows store owners like you to manage your sales representatives team to drive sales.
The app also provides a portal that lets sales reps manage their activities such as commission tracking, customer management, order management, and more.
II. How to set up?
Step 1. Enable Sales Rep module
In B2B Customer Portal app, go to Dashboard and enable Sales Rep module.
After the module is enabled, the Sales Rep section in the customer portal will be generated on your storefront.
Because you haven't added any sales rep yet so no one can access this section on the Portal page. Let's go to the next step!
Step 2. Create new sales rep
In the app, at the SALES REP section, click Manage Sales Rep. To create a new sales rep, click Create new sales rep button
Here is the information of a sales rep:
Sales Rep - Email
Your sales reps will use accounts as normal customers but they will be granted access to the portal to manage their activities.
Email is the email of your sales rep account.
Sales Rep - Name
The name will be automatically generated from the email. This can't be changed in the app.
In case you want to edit a sales rep's name, you should go to Shopify Admin to do the action.
Sales Rep - Tag order & customer
The tag you set will be tagged to customers and orders to mark them with the respective sales rep.
Sales Rep - Commission
Commission refers to the percentage of the total order amount that a sales representative is entitled to receive from the orders placed by their customers.
Example: Sales rep A has a customer placing an order with the total amount is $1,250 (tax and shipping included). If the commission is 10%, he/she will get $125 from the order.
Sales Rep - Coupon code
A coupon code is the discount code that your sales reps should give their customers to use.
The application will automatically assign the sales representative to both the order and customer based on the configured discount codes.
Sales Rep - Coupon discount rate
This is the percentage value of the discount code.
If you want to change the type to fixed value or set customer conditions, you can go to Shopify Admin and edit the discount code.
After a sales rep profile is created, he/she will be able to access the Portal page.
If you have a problem when setting up this feature, please feel free to reach us at support-sbc@bsscommerce.com or Live Chat if you need any assistance.
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