Sales reps | B-Cart
B-Cart Features
Sales & insight

Sales reps

Rep accounts for your field sales team, so they can order on behalf of the customers assigned to them and you can see what each one is bringing in.

Coming soon on Pro & Advanced
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How sales reps works

Plenty of wholesale orders still come through a rep standing in a customer's shop. Sales rep accounts give each of your field team their own login, tied to the customers they look after, so they can place and check orders on the road without going through the office. This one is in build. The detail below is what we are working towards, not what is in the app today.

  • A login for each rep, separate from your office staff
  • Customers assigned to the rep who looks after them
  • Reps place and edit orders for their own customers
  • Reps see order history for their accounts only
  • Sales by rep, so you can see who is bringing in what
Sales reps
Sales by rep
This month
JD
Jane Doyle
12 accounts
$4,120
orders placed
TM
Tom Marsh
9 accounts
$3,540
orders placed
AK
Aisha Khan
8 accounts
$2,980
orders placed
RP
Raj Patel
5 accounts
$1,760
orders placed

What you get

The difference sales reps makes day to day.

The road and the portal in one place

Rep-written orders and self-serve orders land in the same system.

Clear ownership

Every account has a rep against it, so you know who to ask.

Numbers you can pay on

Sales by rep comes off real orders instead of a spreadsheet.

Works with the tools you already use

B-Cart syncs with Xero, MYOB, QuickBooks and Unleashed, so sales reps stays in step with your accounting and stock, with no double entry.

More B-Cart features

Ready to run wholesale properly?

See sales reps, and the rest of the platform, in action.

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