Easily Manage Your Sales Representatives #

The “Represent Manage” feature in the Wholesale system allows you to efficiently manage your sales representatives, set commission rules, and configure their details with ease. Whether you’re adding new reps or reviewing current assignments, this centralized tab helps streamline your sales management process.

Key Features in the Represent Manage Tab #

• Search by Name, User, Type, or Commission Config
  
• Commission Rule assignment and configuration
  
• Enable/Disable representative visibility
  
• Manage representative visibility on the website
  
• Track Auto Generate Commission status
  
• Detailed representative information including:
  
  • First Name, Last Name
  • Email and Phone
  • User and Type
  • Proficient Language
  • Commission Configuration & Rule
  • Descriptions and Sharing Options

To Navigate: How to Access Represent Manage #

Follow these simple steps:

1. Navigate to the “Wholesale” tab
   
2. Under Sale Represent, click “Represent Manage”
   
3. The full list of current representatives will appear
4. Right-click anywhere on the list and select “Add Sales Representative”
   
5. Fill in the required details as shown below

Adding a Sales Representative #

When adding a new rep, you’ll be prompted to enter:

• First Name / Last Name
• User (linked to system account)
• Type (Required field)
• Email / Phone
• Commission Config
• Proficient Language
• Commission Rule (Required)
• Auto Generate Commission toggle
• On Website / Enabled options
• Commission Rule Description
• Enable Shared Commission
• General Description

This ensures every sales rep is configured for accurate tracking and commission payout.The Represent Manage tab is your command center for sales team management. configuration to commission rules, this intuitive tool empowers your wholesale business to maintain order and transparency. Keep your reps organized, informed, and aligned with your business goals through this efficient system.