What We'll Cover

1. 1Dashboard Overview
2. 2Managing Sales Reps
3. 3Companies & Customers
4. 4Assignments (Rep ↔ Company)
5. 5Analytics & Reporting
6. 6Commissions
7. 7Settings & Branding
8. 8Billing & Plans
9. 9FAQs & Troubleshooting

The Dashboard

Your command center — key metrics, revenue trends, and quick actions at a glance

Dashboard Features

Managing Sales Reps

Create, edit, and manage your sales team

Adding a New Rep

Rep Created!

Copy the auto-generated credentials — the password is shown only once

Rep Detail Page

Edit info, manage status, reset password, or delete

Companies & Customers

Two modes: Shopify B2B sync or app-managed companies

Companies List

Creating a Company

App-managed mode: set up companies with custom discounts

Company Detail

• 1Edit company info: name, external ID, and default discount percentage
• 2Manage locations: add, edit, or delete shipping locations with country & currency
• 3Add customers: search existing Shopify customers and link them to the company
• 4Remove customers: unlink a customer from the company
• 5Delete company: removes all locations and assignments (quotes are preserved)

Rep ↔ Company Assignments

Control which companies each sales rep can access in the portal

How to Assign

• 1Select a rep from the left panel — their assigned companies appear on the right
• 2Tap Assign next to a company to give the rep access
• 3Tap Unassign to revoke access
• 4Use the search bar to filter companies by name
• 5Changes take effect immediately — the rep will see the company in their portal right away

Analytics & Reporting

Track performance with three report views

Rep Performance

Compare reps by quotes, conversions, and revenue — with CSV export

Top Companies

See which companies generate the most revenue

Commissions

Track earnings, view history, and create manual adjustments

Commission History

• AAuto commissions are created automatically when a quote converts to an order. They start as Pending and become Confirmed once the order is paid.
• MManual adjustments are bonuses or deductions you create for special cases. They are always Confirmed immediately.
• !Two-stage tracking ensures you only pay commissions on orders that are actually paid — pending commissions are visible to reps for transparency but not counted for payout.

Manual Adjustments

Add bonuses or deductions for any rep

Settings & Branding

Configure your business info, quote templates, portal theme, and more

Business Info

Quote & Portal Settings

Portal Design Patterns

8 built-in themes to match your brand identity

Billing & Plans

All plans include every feature — plans differ only by number of sales reps

Included in All Plans

Frequently Asked Questions

• Q
  Do I need Shopify Plus to use this app?
  No. The "Manage in App" company mode works with any Shopify plan. Shopify Plus is only required if you want to sync companies from Shopify's native B2B features.
• Q
  Can reps see each other's quotes or commissions?
  No. Each rep only sees their own quotes, commissions, and assigned companies. Rep data is fully isolated in the portal.
• Q
  What happens when a rep creates a quote?
  A draft order is created in your Shopify Admin with locked pricing. The customer receives a checkout link where they can complete payment. You can see the draft order in Shopify Admin → Orders → Drafts.
• Q
  Can I change the company mode later?
  Yes. Go to Settings and switch between Shopify B2B and Manage in App at any time. Existing quotes and assignments are preserved.

More Questions

• Q
  How do B2B prices work?
  Shopify B2B mode: Prices come from your Shopify B2B catalog pricing. App-managed mode: A default discount percentage on the company is applied to retail prices (e.g., 20% off). Reps can add an additional discount on top.
• Q
  How are commissions calculated?
  When a quote converts to an order, the system creates a Pending commission using the rep's rate × order value. Once the order is paid, the commission is automatically Confirmed. This two-stage tracking ensures you only pay on revenue actually received. You can also add manual bonuses or deductions (always confirmed immediately).
• Q
  Can I set different discount limits per rep?
  Yes. Each rep has a "Max additional discount (%)" field. Leave it empty for no limit, or set a specific cap (e.g., 15%). The portal enforces this limit when reps apply discounts.
• Q
  What if I reach my plan's rep limit?
  The "Add Rep" button is disabled and a warning banner appears. Upgrade your plan via Billing to add more reps. You can also deactivate unused reps to free up slots.

Troubleshooting Issues

• Q
  A rep says they can't log in.
  Check their status on the Reps page — it may be Inactive. If active, use Reset Password to generate new credentials. Also ensure they're using the correct portal URL.
• Q
  Companies aren't showing up after Shopify B2B sync.
  Make sure your Shopify B2B companies have at least one location and one customer contact. Then go to Assignments or Companies and tap Sync from Shopify.
• Q
  A rep sees "No companies assigned" in the portal.
  Go to Assignments, select the rep, and assign at least one company. Changes take effect immediately — the rep just needs to refresh.
• Q
  My logo doesn't appear on PDFs.
  Go to Settings → Business Info and upload a logo or tap "Use Shopify Logo." Supported formats: PNG, JPG, SVG, WEBP (max 500KB). Tap Save after making changes.

Setup Checklist

Follow these steps to get your team up and running

• 1Install the app and open it from Shopify Admin
• 2Go to Settings — configure business info, upload your logo, choose a portal theme
• 3Set the default commission rate and quote expiry
• 4Choose your B2B company mode (Shopify B2B or Manage in App)
• 5Go to Companies — create or sync your B2B companies
• 6Go to Reps — add your sales reps and copy their credentials
• 7Go to Assignments — assign companies to each rep
• 8Share the portal URL and credentials with your reps — they're ready to sell!

You're All Set!

Your B2B field sales team is ready to start selling