Get Sales Team shopify app and Soft|

Client Invoice

Rep can create and send an invoice (draft order) to their customers for faster checkout. Once this invoice/draft order is paid by the customer, it will create an order in shopify .

Additional sub-features on the advanced plan.

• Auto-tagging – If a new customer pays the invoice/draft order that the rep creates, then the customer is tagged to the rep. This is a big incentive for the reps, as once a customer is tagged to the rep, the rep will get a commission when the customer places a re-order.
• Create custom Discounts: Give your reps the ability to give discounts in the invoices they create. Invoice/draft orders with discounted prices have a higher probability of converting to an order.

Affiliate links

Each rep will get an affiliate link and our app will do the affiliate link tracking. Admin can select the time duration for which the affiliate links will be valid for tracking orders.

Additional sub-features on the advanced plan.

• Microsites with rep picture and bio: Give the ability to each rep to create their own short link to your store, upload their picture and a welcome message/bio. Whenever a customer uses the affiliate link, the reps picture and welcome message/bio will show up.
• Auto-tagging – If a new customer uses the affiliate link to create an order that the rep creates, then the customer is tagged to the rep. This is a big incentive for the reps, as once a customer is tagged to the rep, the rep will get a commisson when the customer places a re-order.

Discount codes

Create and assign discount codes to reps. Reps can share these discount codes and our app will track whenever these discount codes are used and give commission to the reps.

Additional sub-features on the advanced plan.

• Create one time discount codes : Give your reps the ability to create a one-time use discount code , so reps can use these to close sales by offering a special one-time use discount to prospective customers. Admins can set the max discounts that the reps can give.

Tag Customers to rep Commission

(available on advanced plan): Your reps can add customers to your stores. Once a rep adds a customer, that customer will be tagged to the rep. Our app will track commission on orders from customers who are tracked to the reps. Hence your reps are highly incentivized to add customers to your store. Admins can also assign customers to reps from customers section and the app's admin section. If a rep leaves your company, you can reassign those customers to other reps from the admin side.

Set Team Managers and their Commissions

Admins can make reps as team managers. Team managers will see a “Team” tab in their back-office. From here the managers can add reps to your store and their teams. When a rep under a manager makes a sale, our app will track a the team manager commission as well. This team manager commission is customizable. Team managers can also see the sales performance of each rep.

Share cart

reps can create carts and share it (on social media, email etc). If a customer uses the shared cart to make a purchase, our app will track the commission to the reps.

Track POS orders

Our app can track commission from the POS system. Each rep gets a PIN for logging into the POS system. This 4 digit PIN is converted to user_id , which can be seen in the Reports section in shopify admin. Just enter the user_id for each rep into our app and we will track all POS orders and assign commission to the correct reps. When you use a POS machine in your shop, shopify will provide a login pin. When you turn this feature on in the sales team app and set POS code for each rep, your rep can use that pin in the POS machine to login and that sales commission will go to the logged in rep automatically.

Tag Orders to Sales Reps

If admins want to tag orders which were placed before our app was installed on your store, then admins can use this feature to tag orders to reps and our app will track the commission.

Wholesale Discounts for your reps

Let reps buy from you at a discounted rate.

Additional sub-features on the advanced plan.

• Quantity Based - wholesale discount based on the quantity of products.