> 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/storefront-display/sales-rep-portal.md).

# Sales Rep Portal

The Sales Rep portal is where the Sales Rep can create order on behalf of their assigned customers, track the orders, customers and commission. \
\
You can view this portal via URL: ***\[your myshopify.com url]/apps/b2bridge/sr.***

### Key features&#x20;

#### #1: Create order

Sale Reps click on Create order to start placing the order for their customers.

<figure><img src="/files/pxLf5yutr4XxAQqtnDCo" alt="" width="563"><figcaption></figcaption></figure>

First, the Sales Reps get started by selecting one of the assigned customers.

<figure><img src="/files/YJFLynweNbbqQTU2vhdu" alt="" width="563"><figcaption></figcaption></figure>

After the customer is selected, add products in the cart by clicking on Add products.&#x20;

<figure><img src="/files/xeFxLI2dSrKY6EclcEiY" alt="" width="563"><figcaption></figcaption></figure>

Finally, preview the orders and finish by clicking on Create Draft Order.

<figure><img src="/files/ya0bCSiaWLlPozVw9Nbv" alt="" width="563"><figcaption></figcaption></figure>

#### #2: My Customers

This is where the Sales Reps can check their customer profile including their names, emails and orders.

<figure><img src="/files/e4RHVWi8TmtaxE8WIity" alt="" width="563"><figcaption></figcaption></figure>

To get more details on a specific customer, Sales Reps click on the name of the customers in their assigned list.&#x20;

They will then see their customers' addresses, orders and they can also Create order from here.&#x20;

<figure><img src="/files/BmG4RWVOyWDcNVEEoRms" alt="" width="563"><figcaption></figcaption></figure>

<figure><img src="/files/2EyoscwOf3U1D4bMhluC" alt="" width="563"><figcaption></figcaption></figure>

#### #3: All Orders

In All Orders, Sales Reps can track the status of their orders, check their commissions and send the invoices to the customers. They can create order from this tab as well.

<figure><img src="/files/5fSD2NDdzmawLC5VoOYf" alt="" width="563"><figcaption></figcaption></figure>

<figure><img src="/files/ivcYpG54z4WkT2IIP6iV" alt="" width="563"><figcaption></figcaption></figure>
