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:

1. Log into your Shift4Shop Online Store Manager
2. Using the left hand navigation menu, go to Modules
3. Once at the Modules page, use the search bar at the top to locate "Sales Representative Tracking"
4. Place a mark in the "Enable Sales Rep Tracking" checkbox
5. Click "Save" at the top right of the page.

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:

6. Click on the "Manage Sales Representative" link
7. On the next page, click on the "Add a Sales Rep" button located at the top right
8. Enter the applicable information for the Sales Rep
   • Full Name
   • Email Address
   • Phone Number
   • Commission Rate

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:

• Assigning the customer record to a sales rep
  All subsequent orders placed for the customer will be automatically assigned to the sales representative's account.
• Assigning orders to a sales rep
  Taking an individual order and assigning it to the Sales Representative to give them credit for the sale.

Customer Record

To assign sales reps to a customer record:

1. Go to Customers >Customer List
2. Locate the customer record you'd like to edit and click on the customer's name
3. While viewing the Information tab for the customer's record, scroll down to the "Sales Representative" drop down menu
4. Select the sales rep from your list
5. Click "Save" at the top right of the screen.

Any future orders placed by or for this customer will now post to the selected Sales Rep's record.

Individual Order

To Assign an individual order to a Sales Representative:

1. Go to Orders >Manage Orders
2. Locate the order you'd like to edit and click on its Invoice number
3. On the right hand side of the order page, look for the "Sales Person" drop down menu
4. Set the Sales Person for the order and click "Save" at the top right.

The order will now be included in the Sales Representative's commission reports.

Reporting

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:

• Sales by Representative
  Allows you to run a report on an individual Sales Rep's orders for a given time frame. The report will include the rep's commission rate and commission amount.
• Commission Report per Sales
  Allows you to run a report on a report on all your Sales Rep orders for a given time frame. The report will include each rep's commission rate and commission amount as well as a commission amount for all combined sales representatives.

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.