> For the complete documentation index, see [llms.txt](https://docs.b2bridge.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.b2bridge.io/app-configuration/sales-reps.md). # Sales Reps The Sales Reps feature lets you assign members of your sales team to work directly with your B2B customers. Each sales rep gets their own private portal where they can manage the customers you've assigned to them, place orders on those customers' behalf, and keep track of the commission they earn. ### How Sales Reps works * You create the Sales Reps profile by entering their information, assign their own tags & commission rate * You then assign the customers to the Sales Reps * The Sales Reps will be able to place orders on the assigned customers' behalf * Finally, you monitor the orders made by Sales Reps and track the status of their earned commission ### Managing your Sales Reps From the **Sales Rep** page, you can: * **Create** a new Sales Rep by **clicking Add Sales Rep** * **Edit** an existing Sales Rep by clicking the edit icon in the Action column * **Delete** a Sales Rep (this cannot be undone) * **Monitor** order created by the Sales Rep and their commission ### **Set up your first Sales Rep** From the left-side navigation, select Sales Reps and click on Add Sales Rep

#### Step 1: Fill in your Sales Rep's information Select a customer to become Sales Rep via Shopify Customer email and then fill in the necessary information. \ \ **Name**: Fill in the name of the Sales Rep. **Tag**: Assign a tag to the Sales Rep. Lowercase alphanumeric and hyphens only. *The tag will automatically has B2Bridge\_SR\_ as prefix.* **Commision Rate**: The percentage of an order's value that a sales rep earns as commission.\ \ For example, if a sales rep has a commission rate of 15% and they bring in an order worth $1,000, their commission for that order is $150 (15% of $1,000).\ \ Finally, select the Status of the Sales Rep to be Active/ Inactive.

#### Step 2: Assign the customers to your Sales Rep This step is for assigning customers to the Sales Rep to manage. Click Add Customers to start the process.

Choose the customers that you want to assign to this Sales Rep by checking the checkboxes. You can assign multiple customers for them. Click Add to assign

{% hint style="info" %} Customers can only be assign to 1 Sales Rep only. You can't assign customers who have already been assigned to other Sales Rep {% endhint %} Finally, preview the list of assigned customers and click Save to keep the change. To remove assigned customers, click on the trash can icon.

### Monitor orders made by Sales Reps The **All Orders** tab gives you a full overview of every order tied to your sales team, so you can track performance and manage commissions in one place. #### **Summary bar** At the top of the page, a summary bar shows you key metrics at a glance: | Metrics | What it is | | ----------- | ----------------------------------------- | | Orders | Total number of orders | | Completed | Orders that have been finalized | | Drafts | Orders still in draft (not yet completed) | | Total Sales | Combined value of all orders | | Commission | Total commission generated |

{% hint style="info" %} * Orders that are placed by Sales Reps are Draft orders. Orders are marked Completed only when they are paid by the customers * Orders that are paid and placed by Customer or Sales Reps will all be counted toward the Sales Reps' commission {% endhint %} #### **Search and filter** To find specific orders quickly, you can search by order number, customer, or sales rep name. You can also narrow the list down using three filters: * **Sales Rep** to view orders from one team member. * **Status** to filter by All, Completed, or Draft. * **Source** to see where the order came from (Customer or SR).

### Tracking commission and payment Merchants can track their Sales Reps' commission in the Commission tab. **Summary bar** At the top, a summary bar shows you key metrics at a glance: | Metrics | Meaning | | --------------- | --------------------------------------------------------------------------------------------------- | | Unpaid Balance | Total commission owed to sales reps that hasn't been paid out yet, with a count of pending orders. | | Total Paid | Cumulative commission already paid out across all reps, all time, with the number of payout events. | | Selected to Pay | Live total of the rows currently checked in the Unpaid Commission table. |

#### Unpaid Commission

Column	Meaning
Order #	The Shopify order, with a checkbox to include it in a payout.
Sales Rep	Rep's name and email credited for the order.
Customer	Customer email on the order.
Date	Order date.
Order Total	The order's value.
Commission	Amount the rep earns on that order
Source	Who made the order

#### Payout History | Column | Meaning | | --------- | ------------------------------- | | Date | When the payout was made. | | Sales Rep | Who was paid. | | Amount | Total paid in that payout. | | Note | Optional memo ("—" means none). | #### Commission Payment Once the merchants have paid their Sales Rep via agreed payment method, select the paid commission, click on the Pay button and click Confirm payment. \ \ The commission will then be marked as Paid and moved to Payout History.