How do I set up Sales Representative Assignment and Tracking?
Shift4Shop Professional, Enterprise and higher accounts (including the Free End-to-End eCommerce Plan)will have access to the Sales Rep Management module. This tool will allow you to assign customer records (and orders) to your individual sales reps, as well as a commission rate to each sales rep. With the module, the store will also keep track and report on commissions owed to your sales reps.
Enabling the Module
To enable the module, follow these steps:
Adding Sales Representatives
The module allows you to add individual sales reps and specify a commission rate for each. After enabling the module as described in steps above, continue with these next steps:
Once you've entered the relevant information for the sale rep, click on the "Save" button to have the represenative added.
Managing Sales Representatives
You may edit existing Sales Rep accounts on the same page by locating the sales representative entry and clicking on the action wheel located to the far right of the rep's listing.
Assigning Sales Representative
There are two ways of assigning orders to a sales representative:
To assign sales reps to a customer record:
Any future orders placed by or for this customer will now post to the selected Sales Rep's record.
To Assign an individual order to a Sales Representative:
The order will now be included in the Sales Representative's commission reports.
This module adds two new reports that intended to show activity (and owed commissions) for your Sales representatives.
The reports will be located in your store manager's Reports >Sales section. The two new reports are called:
You may print and export these reports as needed using the buttons located at the top right of the page.
Admin User Permissions
If your Sales representatives also have staff access to your Online Store Manager, you can use the Administrator User Permissions to limit the access they have to customer records. This can be useful if you would like to give your sales reps the ability to view and edit their respective customer records, but only their customer records.
When setting up the Admin User Permissions for the Sales Person, you will see a drop down menu labeled "Sales Rep" that will allow you to select which Sales Rep record the admin user is tied to.
If you also grant the admin user access to the Customers permissions sets, then they will be able to go to Customers >Customer List and see only their assigned customers.