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Sales Rep Management
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Sales Rep Management

Assign sales representatives with commissions to orders
About Sales Rep Management
Just as a company’s sales representatives need the right tools to make and keep track of their sales, the managers need the right business tools to handle and keep track of the reps’ commissions. Shift4Shop provides these tools in the form of the Sales Rep Management Module. This feature helps the owners of eCommerce businesses create lists of sales representatives with commissions, which simplifies organizing information about them. 

Using this module, managers can then assign either an individual order or all of a certain customer’s future orders to specific salespeople. They can also restrict access for salespeople to view only the customers and orders assigned to them. The Sales Rep Management Module also lets managers create two different kinds of reports: one that compiles all the orders from all the reps over a certain period, and one that shows how many sales an individual employee has made. Overseeing a sales team is now simpler and easier than ever.
App Features
  • Create reports for the sales of a single employee or the whole team
  • Connect orders from specific customers to specific sales reps
  • Connect orders from specific customers to specific sales reps
Sales Rep Management
Sales Rep Management
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Sales Rep Management Frequently Asked Questions

Q: How do I assign a customer’s future orders to a sales rep?

Asked by: Brad
A: All you have to do is find the customer’s record. Under the account information, you will be able to assign the record to a sales rep of your choice. From then on, that customer’s orders will go straight to that sales rep’s own record.
Answer provided by: Technical Support User

Q: What do I do with this system if something changes in my sales team?

Asked by: Mark
A: You can always go on the module and remove or add Sales Reps to the list as needed. If anything about the employee in question changes — for example, a new phone number, or an increase in their commission rate — you can also edit their information on the list.
Answer provided by: Technical Support User

Q: What is included in the reports?

Asked by: Mary
A: In “Sales by Representative” reports, you can see the commission rate and commission amount of the sales rep in question. In a “Commission Report per Sales,” you can see the same information as the other type, but for every rep on the list. This second type of report also produces the total commission amount for every rep put together.
Answer provided by: Technical Support User

Q: Is there a way to restrict a specific item or category from being part of the commission?

Asked by: Luis
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