Support Insights - How is a Sales Rep different to an Admin User?

On the Ordering Plus plan and above, we support the use of Sales Reps. We are often asked how their experience differs from an Admin user. Of course, the best way to find out is to take a trial, but here are the basics:

Sales reps do not have access to the admin site.

Sales reps can use the ordering site to view and place orders on behalf of customers, add new customers, view relevant reports, and edit all their assigned customers.

They can edit the customer to change the price list that is assigned to them, but they can only choose between the price lists that an admin user has set up. They can't edit the actual prices of the items.

You can use the customer visibility option to restrict the customers available to a sales rep. Only customers in the selected customer groups will be visible, and the sales rep will not have access to any other customers. With the customer visibility setting enabled, a sales rep will only have access to the selected customer groups when adding new customers.

Admin users can also act as sales reps when using the ordering site and have access to all the same features as the sales rep. When applied to an admin, the customer visibility setting only restricts visibility on the ordering site.

Further Reading:
Support Insights - Ordering on Behalf of a Customer
How To Build Strong Supply Chain Relationships
You Don't Have to go to Trade Shows