Sales rep ordering
This section is for sales reps taking an order for a customer. It covers how ordering works, which tool to use and what reps can do for a customer.
How it works
Sales agent ordering, sometimes called order masquerading, brings your sales team's orders into your online store. A sales agent is a customer account in your store with a sales agent role.
When they sign in, they choose a customer and act as that customer from then on. They see the customer's prices and payment methods, and the order is placed against the customer's account, not their own.
Sign in
Choose a customer
Build the order
Check out or quote
You can try it on our B2B demo store (opens in a new tab).
Where reps work
Everything happens inside your storefront's SparkLayer widget, at the customer's prices. Pick the tool that fits how the customer is buying.
| Tool | Use it for | Where the rep finds it |
|---|---|---|
| Order for a customer | Taking an order by phone or email, finishing a customer's cart, or raising a quote. | My Cart and My Customers in the widget |
| Catalog and Quick Order | Building a larger order from an image-led product grid, with search and collection filters. | The Catalog tab |
| Counter mode | Selling face to face, at a trade counter or a trade show: pick the account, scan or tap products, check out. | Counter on the Catalog tab |
| Pulse (early access) | Running a book of accounts: orders, quotes, receivables and who to contact next, in one workspace. | The Dashboard tab |
What sales reps can do
Once they've chosen a customer, a sales agent can:
| Action | Details |
|---|---|
| View products | See products at the B2B prices assigned to the customer. |
| Place an order | Check out with the customer's payment methods, or submit a quote. |
| Shopping lists | Save, edit and load the customer's shopping lists. |
| Address book | Add and edit the customer's addresses, if the customer's group allows address editing. |
| Re-order | Re-order from an existing order in the customer's account. |
| Persistent cart | Products added to an order stay in the customer's cart until they check out or change it, so the rep can come back to it later. |
| Company users | Invite and manage the customer's company users. |
With the Sales administrator role, or a custom role with the matching permissions, they can also change unit prices, add custom items, set a custom shipping rate, override quantity rules and add new customers.
In this section
Switch to a customer, build the order and check out
Build orders from an image-led product grid
Sell in person at a trade counter or show
Next steps
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