Order-taking app: every rep sees only their portfolio. You see the whole board.
You give each rep their own panel user: they log in with their email, see only the customers you assigned them and place orders on their behalf with their prices, their discount and their minimum order. No shared accounts, no orders lost in WhatsApp.
One permission that trims the system down to their portfolio.
In Settings → Manager you create the user with their email and flip the Sales rep switch. They enter the same panel, but this is the only permission that scopes visibility to a portfolio: they see their customers and those customers' orders, and nothing else.
- One user per rep, with their own email and password — no more sharing the owner's account across the team.
- Only the Sales rep permission for a pure access: any other permission on its own opens the full section, with no portfolio filter.
- "Can create customers", the switch that decides whether they open new accounts or only serve the ones you assign.
- Allowed price lists: you pick which ones they can work with. They can't change their own list, classification, discount or internal notes.
- Transfer the portfolio in one click: if someone leaves or changes territory, you move all their customers to another rep from the same card.
You assign the customer once and everything else inherits it.
On the customer's card, inside commercial terms, you pick the rep. From then on the order, the report and the email notification already know whose it is. Only a manager can assign or change it: a rep can't grab someone else's customers.
- A rep selector on the card, right next to that customer's classification, custom discount and minimum order.
- A rep column and filter in the customer list: you see each portfolio at a glance.
- A "no rep" filter: it shows you the orphaned customers nobody is serving today.
- Combines with classifications by territory or industry, to split portfolios in an orderly way.
- An email alert to the rep whenever an order comes in from one of their customers, even if the customer placed it alone in the store.
The order taken at the counter goes into the system, not into a notebook.
From Sales → Create order, the rep picks the customer and builds the order from the real catalog: that customer's price list, their discount and live stock. On save it enters the same flow as an order placed in the store.
- Search and filters over the real catalog: by category, color or code, with the photo and the price that customer gets.
- The minimum order in plain sight: the summary shows how much is missing, and you decide whether the rep can close anyway.
- Import the order from a file when the customer already sent their list.
- "Notify the customer by email" on creation, so they get the detail of what was placed for them.
- Every order is attributed to that customer's rep, with nothing extra to log for the report.
The cart left half-finished is today's call list.
The rep sees which customers in their portfolio left a cart open, with what products and from when, and sends them a WhatsApp link to finish it. The customer opens it and their cart is right there: nothing to re-enter.
- The open cart, in detail: products, quantities, total and the date it stalled.
- A continue link over WhatsApp: the customer walks straight back in where they left off.
- Inactivity filters: who stopped buying and how long ago, to prioritize who to call first.
- And the automatic layer underneath: Autoseller sends the reminders and campaigns while the rep works the big accounts.
How much each one sold, over the period you choose, with no spreadsheets.
Sales → Sales by rep: your team listed with the number of orders and the total sold in the date range, plus the grand total at the bottom. Orders are attributed through the customer's rep, so there's nothing to log by hand.
- Date range and search to compare months, campaigns or seasons.
- Order count and total sold per rep, with the team total at the end.
- Its own permission: you can hand the report to a supervisor without opening the rest of the system — and reps don't see each other.
- Automatic email reports: you pick the day and time and the summary lands on its own with whoever needs it.
- No commissions to key in: the platform doesn't calculate commissions, but the report is the basis to settle them the way you already do.