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. You will have 2 option on how to assign your customer: Assign or Bulk assign via CSV.
If you choose Assign, a pop-up will appear. Simply 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
When you have many customers to assign, choose Bulk assign via CSV. You will see a upload file box.
The file will require the customers' Customer ID and Email from Shopify. The quickest way to get both is to export them from Shopify customer.
Each customer can belong to only one sales rep at a time. If your file includes customers who already have a sales rep, B2Bridge asks you to decide what to do with each of them.
The conflict screen lists these customers with their Name, Email, Current rep, Assigned since date, and Action on import. Customers you haven't decided on yet are marked Needs decision.
To focus on one rep's customers, use Filter by current rep. Each rep shows how many of their customers are in your file.
Tick the customers you want to decide on, or tick the header checkbox to select all.
Choose an action:
Reassign to [this sales rep] – move these customers to the sales rep you're editing.
Keep current rep – leave these customers with their current sales rep.
Click Confirm import.
When the import finishes, you'll see Customers are now assigned. Customers without a conflict and customers you chose to reassign are added to the sales rep, with today as the Assigned date. Customers you chose to keep stay with their current rep, unchanged.
Finally, preview the list of assigned customers and click Save to keep the change. To remove assigned customers, click on the trash can icon.
Extra setup
Allow this Sales Rep to create customers: When enabled, the Sales Rep can create customers on their own. The created customers will be automatically assigned to them.
Add customers to newsletter: When enabled, the Sales Rep can add the customers to the newsletter subscription while creating.
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:
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
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:
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
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
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.
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