If your wholesale business works with a sales team, you can assign each customer to a sales rep: the rep serves their own portfolio, receives their customers' orders, and can buy on their behalf, without seeing the rest of your base.
How it works
- Create the sales reps as administrator users with the sales rep role (in the sidebar menu, Configuration → Managers).
- Assign customers: in each customer's profile, in the commercial terms card, choose the rep in the Sales rep selector ("No sales rep assigned" + the list of reps by email). Only a manager/administrator can assign or change the sales rep — a rep cannot reassign customers to themselves.
- Filter by sales rep: in the customer list (sidebar menu, Sales → Customers), the Sales rep column and filter let you see each rep's portfolio or the customers with no rep.
What a sales rep sees and can do
- They see only their assigned customers — in the list, in orders, and in reports. The customer counter reflects only their portfolio.
- They can edit their customers, but cannot reassign them to another rep.
- They can create customers only if you granted them that permission; otherwise, they don't see the create button.
- They can assign price lists only from among those you allowed them.
- They cannot modify, on their own profile, the price list, classification, discount, or internal notes.
- They receive a notification email when an order comes in from one of their customers, and can place orders on their behalf from the store.
Commissions
Commissions are not configured in the customer profile. To measure each rep's sales, use the sales reports filtered by sales rep (orders are tagged with the customer's rep).
Tips
- Assign a sales rep as soon as you approve a new customer: that way the very first order is already notified to whoever will handle it.
- The "Sales rep: None" filter in the list shows you the orphaned customers no one is serving.
- Combine sales reps with classifications (by region or industry) to distribute portfolios in an orderly way.