Sales Rep Portal
Through the Sales Rep portal, sales representatives can log in to your B2B Wave eCommerce platform as the customers assigned to them and place orders on their behalf. Also, sales reps can manage orders and discounts for their assigned customers, add new customers or invite them by email, generate PDF catalogs, and much more.
Let’s look at the key functionalities of the Sales Rep portal.
Exploring the Sales Rep Dashboard
Sales reps can log in to your online B2B portal using the URL to your login page and click “Sales Rep Login.”
Once sales reps log in to your B2B eCommerce platform, they can see all orders their assigned customers have placed.
Managing Orders through the Sales Rep Portal
Through the Orders menu, sales reps can filter orders based on date, delivery date, or status. They can also export orders by clicking on “Export.”
Managing Customers through the Sales Rep Portal
Sales reps can create new customers and place orders on their behalf through the Customers menu. They can also place orders on behalf of a customer assigned to them by clicking “Connect as customer.”
NOTE: If sales reps cannot find the “Connect as customer” button, you should log in to your Admin Dashboard, go to the Sales Rep menu, and select a sales rep to edit. On the “Editing Sales Rep” page, check the “Can impersonate customer” box.
Placing Orders through the Sales Rep Portal
Sales reps can place orders on behalf of customers by going to the Customers menu, selecting a customer, and clicking “Connect as customer.” By doing so, sales reps can access the customer’s storefront and place orders in their stead.
Generating PDF Catalogs through the Sales Rep Portal
Sales reps can create a PDF catalog for different product categories and price lists and then distribute it to the customers they manage through the PDF Catalog menu.
NOTE: If sales reps cannot see the PDF Catalog menu in their dashboard, you need to log in to your Admin Dashboard, go to the Sales Rep menu, and select a sales rep to edit. Then, on the “Editing Sales Rep” page, check the “Allow to generate PDF catalog” box.
Setting Notifications for Sales Reps
Sales reps can receive email notifications when: (a) a customer assigned to them places a new order, (b) when you generate an invoice for an order, and (c) when a customer or you send a message regarding an order through the “Messages” section of an order.
To enable email notifications, go to Sales Rep on your Admin Panel, then click on the sales rep you want to do this for, then on the “Editing Sales Rep” page that opens, check the “Enable email notifications” option.
NOTE: Sales reps will not receive any other order updates unless you choose to enable other email notifications for them. You can read more about this here.
In addition, sales reps will receive platform notifications when you or a customer sends a message about the order. They can access these by clicking the bell icon on the Sales Rep panel.
