ECommerce - Business Management - Sales Representative
The Sales Representative feature is used to display the list of sales representative assigned to a particular branch or store. This gives your customers a person they can coordinate with if they have any inquiries or if they decide to purchase from your site.
Sales representatives are entered in your site’s Web Admin and have their own profile. You can click on a sales representative account to view and update the profile page. You can also search for a sales representative using their ID, Name, or Location.
Information that can be added to a sales representative includes the representative’s name, phone number, e-mail, and region. You’re also given the option to add the location where the sales representative is assigned to.
Adding a Sales Representative
To add a sales representative, open the ECommerce section of your Web Admin. Click the Business Management menu and select Sales Representative.
In the Sales Representative window, click the Sales Representative Add [+] button found on the top right section of the page.
The Sales Representative Add Window gives you two options in adding a sales rep: you can select from your list of users or you can input the details manually.
Selecting a User to be a Sales Representative
If you decide to select from your list of users, click the User Search button [..] beside the User field to bring up the User Search window. Select the user you want to make your sales representative.
Once selected, the details provided when the user first registered will automatically appear in the Sales Representative Add Window.
Specify the location where your sales representative is assigned to using the Location Name field. Selection can be done by clicking the Locations [..] button. In case you decide to change to another Location Name, just click the Delete [-] button and choose another location.
After the necessary information has been provided, click on the disk icon to save your work.
Manually Adding a Sales Representative
Another way to add a sales representative to your account is by typing in the necessary information manually. This includes details such as the sales representative’s name, phone number, e-mail address, and region. The location, however, needs to be selected by pressing the Locations [..] button found beside the Location Name field.
In the event that you decide to change to another Location Name, just click the Delete [-] button and choose another location
Click on the Disk icon to save your work.
Once you’ve set up your sales representative account, the data you typed in will be displayed on your website. The information can appear in any section of your website depending on how it was designed and branded. By default, the information will be displayed on the left-side column and on the delivery schedule page.
