What We'll Cover

1. 1Dashboard Overview
2. 2Managing Sales Reps
3. 3Sales Managers & Override Commission
4. 4Companies & Customers
5. 5Assignments (Rep ↔ Company)
6. 6Analytics & Reporting
7. 7Commissions
8. 8Settings & Branding
9. 9Billing & Plans
10. 10FAQs & 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

Sales Managers

Promote a rep to lead a team — they keep selling, and they earn on their team’s sales too

• 1
  Promote a rep. On the rep’s detail page, tick This rep is a manager and save. Nothing else changes — they keep their own accounts, their own quotes, and their own commission rate.
• 2
  Assign their team. Open each rep who should report to them and pick the manager under Reports to. The dropdown only lists reps you have already made managers.
• 3
  Set the override rate (optional). Leave it blank and the manager earns the store default from Settings. Set 0 and they earn no override at all.

Override Commission

A manager’s cut of their team’s sales — added on top, never taken from the rep

• +
  Added, not split. Emily still earns her full $359.04. Both rates apply to the order total, never to each other — so this order costs you 10% in commission, 8% + 2%. A 2% override across a five-rep team adds 2% to every sale those reps make.
• ⇄
  The two rows move together. When the order is paid, both go Confirmed. If it is cancelled or refunded, both are reversed proportionally.
• ○
  Only real sales fan out. Manual adjustments never generate an override, and a manager with no override rate — or a rate of 0 — generates no row at all.

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

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

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

• A
  Auto commissions are created automatically when a quote converts to an order. They start as Pending and become Confirmed once the order is paid.
• M
  Manual adjustments are bonuses or deductions you create for special cases. They are always Confirmed immediately.
• O
  Manager overrides appear as their own row against the same order as the sale that earned them — note #1019 above, credited to Carlos at 10% and to his manager Mike at 2%. Two rows, two people, one order. Filter the list by Manager override to see them alone.
• !
  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?
  Ordinary reps, no. The one exception is a sales manager, who sees their own team's quotes, companies, customers and earnings — but never a rep outside their team.
• Q
  Does a manager's override reduce what the rep earns?
  No. It is a separate row for the manager, calculated on the order total and added on top. It does raise your cost: an 8% rep under a 2% manager costs you 10% on that order.
• 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 counts against my plan's rep limit?
  Every active rep — including sales managers, which are rep accounts with a flag on them. So the Free plan, with one seat, cannot have a manager and a rep at once. At the limit the "Add Rep" button is disabled; upgrade via Billing, or deactivate unused reps to free 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

• 1
  Install the app and open it from Shopify Admin
• 2
  Go to Settings — business info, logo, theme, commission and override rates
• 3
  Choose your B2B company mode (Shopify B2B or Manage in App)
• 4
  Go to Companies — create or sync your B2B companies
• 5
  Go to Reps — add your sales reps and copy their credentials
• 6
  Go to Assignments — assign companies to each rep
• 7
  Optional: promote a rep to manager and assign their team
• 8
  Share 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