Sales Rep Management Tips & Information

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?

  • Generally, sales rep commissions are calculated based on the profit of sales not on gross sales and depending upon which license it is calculated as follows:

    • 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, shipping costs, 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)