Creating a Sales Rep account
You can create and modify Sales Rep accounts through the Sales Reps menu in your Admin Dashboard. To create a new sales rep, simply click on the "Create Sales Rep" button.
Once you have added a new sales rep, he/she will receive their account credentials via email and will be able to access their Sales Rep Portal through the Sales Rep Login page.
You can change the sales rep account's password through the Sales Rep menu in your Admin Dashboard by clicking on the "Set password" button.
After you have added your sales reps, you can then assign each of them to specific customers through the Customers menu in your Admin Dashboard by selecting a customer to edit and then going to the 'Sales Rep' tab on the "Editing customer" page that opens up. Your sales reps will only be able to access the customers they are assigned to. Once you have assigned a customer to a sales rep, that sales rep will be able to:
- Place orders on behalf of their customers
- View customer details
- View/edit order details
- See all permissions noted below
Sales Rep Permissions
On the "Create Sales Rep" page (shown below), you will be able to enter the sales rep's name, email address and commission percentage, as well as edit their permissions, make them a manager, or assign a manager to them. The table below describes all the parameters you can edit on this page.
| Sales Rep Options |
Description |
| Is active |
Is the sales rep active? |
| Receive email notifications |
Once this is checked, an email will be sent to the sales rep's email when: 1. A new order is placed. 2. An invoice is generated. 3. A customer or admin sends a message on the order (dbl check this). |
| Can edit order discount |
Allows the sales rep to add, edit or remove discounts from submitted orders |
| Can edit order status |
Allows the sales rep to edit the order status of submitted orders |
| Can impersonate customer |
Allows the sales rep to create orders on the customer's behalf (impersonate the customer) |
| Can edit customer |
Allows the sales rep to edit customer information (such as billing, addresses, homepage products, etc.) |
| Can edit customer VAT/Sales Tax group |
Allows the sales rep to change the customer's Sales Tax Group |
| Can edit customer discount |
Allows the sales rep to change the customer's discount percentage |
| Can edit customer MSRP price list |
Allows the sales rep to to change the customer's MSRP price list |
| Can edit customer shipping options |
Allows the sales rep to change the customer's shipping options |
| Can edit customer payment options |
Allows the sales rep to change the customer's payment options |
| Can view products |
Allows the sales rep to view, but not edit, the customer's products |
| Can view all price lists |
Allows the sales rep to assign any price list to the customer. If unchecked, you can select which price lists this sales rep can view and assign. You can select multiple by using "Ctrl + click". |
| Allow to generate PDF catalog |
Allows the sales rep to generate PDF catalogs |
| Is sales rep manager |
Designates the sales rep as a manager and allows him/her to edit the commission rate of other sales reps if he/she is assigned as their manager on the "Editing Sales Rep" page in the Admin Dashboard. |
| Hide orders from dashboard |
Hides all orders and order information from the sales rep's dashboard |
