Sales Rep Portal

Through the Sales Rep Portal in your B2B Wave-powered eCommerce platform, your sales representatives are able to log in to the system as the customers that are assigned to them and place orders on their behalf. Sales reps can also manage orders and discounts for their assigned customers, add new customers or invite them by email, generate PDF catalogs, and much more.

Sales Rep Portal dashboard

Once your sales reps are logged in to your B2B portal, they can see the orders their customers have placed.

Sales rep order management

Through the Orders menu, your sales reps can filter orders based on date, delivery date or status. They can also export orders. 

Sales rep customer management

Through the Customers menu, your sales reps can create new customers and then immediately place orders on their behalf. They can also place orders on behalf of a customer they are assigned to by clicking on the "Connect as customer" button shown below. If you don't see the "Connect as customer" button, you need to log in to your Admin Dashboard, go to the Sales Rep menu and select a sales rep to edit, and then on the "Editing Sales Rep" page that opens up, make sure the "Can impersonate customer" box is checked.

Placing orders on behalf of customers

After clicking "Connect as customer" in the Customers menu, the sales rep will be given access to that customer's storefront where they can then place orders just like the customer would.

PDF catalog generation

Your sales reps can create a PDF catalog for various product categories and price lists, and then distribute the catalog to the customers they manage on their own. If you don't see the PDF Catalog menu in the Sales Rep Portal, you need to log in to your Admin Dashboard, go to the Sales Rep menu and select a sales rep to edit, and then on the "Editing Sales Rep" page that opens up, make sure the "Allow to generate PDF catalog" box is checked.

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