AutoPrint software provides site owners features to effectively use sales reps across the various functions of the site. Below is a guide to locations within the Knowledge Base where various Sales Rep assistance can be found.
Quick links to other areas of the Knowledge Base containing Sales Rep information
Staff Management
Managing Sales Rep Access to Admin Functions (How to use the ACL/Admin Access Control List)
Manage Sales Rep Profile (Includes assigning, changing sales rep as well as splitting sales commission between multiple sales reps)
Contact Management
Add New Contact (Assign sales reps when adding a contact)
Manage Sales Rep Profile (Change a sales rep by editing the contact)
Browse Contacts (Use Sales Rep filter to see all contacts assigned to a particular Sales Rep)
Export Contacts (Exported CSV will have a column listing assigned Sales Reps)
Reporting
Contact Reports (Export Contact Data Tool - Exported CSV will contain a column listing assigned Sales Reps)
Sales Reports (Payout for Everyone and Sales with Profit Breakdown)
General Information & Sales Rep FAQs
Can assignment of Sales Reps be randomized? Yes. In Settings > General Settings > Randomize Sales Rep List can be set to (YES or NO)
Can I set/change the Default Sales Rep assigned to new contacts? Yes. In Settings > General Settings > Sales Rep (Default Assigned) (PULLDOWN to select default rep)
Is it possible to prevent showing the name of the sales rep on storefront reports? Yes. In Settings > General Settings > Sales Rep Display On Forms (YES or NO)
Can I prevent my storefront from displaying sales rep info on the storefront? Yes. In Settings > General Settings > Sales Rep Display Verbiage On Store (YES or NO)
What if I don’t call them “Sales Reps” can I change that? Yes. In Settings > General Settings > Sales Rep Verbiage (Text field to set your own terminology. e.g. Sales Representative, or Customer Representative, etc.)
Can I control whether sales reps can override the website default pricing tier set? Yes. In Settings > Signup Settings > Allow Sales Rep To Override Default Pricing Tier (PULLDOWN to select Do Not Allow Override, Only Sales Rep Profile Page, or Sales Rep Profile AND Account Signup Page)
Can I set the commission rate for sales reps?
Yes. Visit USER ROLES / ACL > ROLES > click BROWSE SALES REPS > then select EDIT ACL DATA > Enter the commission percentage in the Commission Payout % field and press UPDATE.
How are Sales Rep Commissions calculated?
Hub = Sales Rep commission is calculated based on the cost column in product e.g. Cost
Manual Push Storefront = Commission is based on the storefront’s cost column e.g. SF Cost
Auto Push Storefront = Based on the storefront's cost column e.g. WS Cost
When calculating commission payouts, tax and credit card fees are excluded.
In the Payment Related settings area admins can determine how commissions are handled when charging a convenience fee - Convenience Fee Is Commissionable (YES or NO)
The Storefront Payout Negative Commission (YES or NO) setting in Report Settings > Sales Reports allows admins to control if a negative commission is calculated for the storefront payout report.
The Redirect To Rep Profile Page (YES or NO) setting in Settings > Modules > Affiliate Programs controls if a visitor is redirected to the affiliate's sales rep's profile page or not when they click on the affiliate link.
Can I allow a sales rep to post their own box label message that will override the company message. Yes. In Settings > Shipping Settings > Box Labels > Allow Rep to Post Message (YES or NO)