Customize and Classify Your Sales Representatives with Ease #

Efficient sales management starts with structured classification. The Represent Types feature in the wholesale system allows businesses to define and manage various types of sales representatives. By setting up representative types, companies can better organize their sales force, track performance by role, and apply specific workflows to different categories of reps.

Steps to Access Represent Types #

To manage or add new sales representative types:

• Navigate to the Wholesale tab
• Under Sale Represent, click on Represent Types
• The list of existing representative types will appear
• Right-click within the list to access the Add Sales Representative Type option
• Fill in the required details and save

Represent Types Tab Overview #

The Represent Types tab helps administrators quickly locate, view, and manage representative categories.

Search and Filter Options: #

• Search by Name
  
• Search by Code
  

Displayed Information: #

• Name – The official title of the representative type
• English Name – International or English version of the type
• Code – Unique code identifier
• Description – Any relevant notes or internal details about the type

This view ensures clarity across multilingual teams and enables consistent categorization throughout the platform.

Adding a New Sales Representative Type #

When selecting the Add Sales Representative Type option, you will be prompted to complete the following fields:

• Name (required)
  
• English Name (required)
  
• Code (required)
  
• Description (optional)
  

This flexibility allows you to define types such as:

• Inside Sales
• Field Sales
• Regional Rep
• Distributor Partner
• Freelance Agent

You can tailor the list based on your business model and hierarchy.

Benefits of Using Represent Types #

Classifying your sales reps adds significant operational and reporting value. With well-defined represent types, your business can:

• Standardize representative roles across departments
• Assign appropriate access and tasks based on type
• Segment sales reporting by role or region
• Support HR and performance review processes
• Align sales strategy with representative structure

The Represent Types feature is an essential part of a well-organized sales infrastructure. It brings clarity, consistency, and structure to how representatives are managed within your wholesale system. By leveraging this functionality, businesses can improve oversight, streamline communication, and enhance the accuracy of sales data analytics.