Any site admin, with the Users Area role, has the ability to enable a user as a Sales Representative. To do this, navigate to the Sales Rep tab of their User Detail Page and select "Enable User As Sales Representative". After being enabled, the user will be able to access the Sales Rep Module tools on their My Account page. 

From the User Detail page, you can also configure permissions settings for each Sales Rep. These permissions include: 

• Order Entry Price Override (Enable/Disable)
• Customer Code Source (ERP Contact List or Multiple Customer Codes)
• Manual Customer Code Entry (Enable/Disable - Only applicable to Sales Reps with the Employees Access level) 

Once a User is enabled as a Sales Rep, you will see the remaining Seats available for the Sales Rep Module. By clicking the "Need More Seats" link, you will be redirected to a Sales Rep admin page containing further Sales Rep Module information.

Below is an example of what the My Account page will look like for Sales Reps. This page contains shortcuts to a few handy Sales Rep Tools, such as Order Entry, Customer Detail, and Customer Code Management.

In addition to the Sales Rep Tools mentioned above, Sales Reps with the Employee access level, will also have the ability to create new users on the site. It is important to note that the sales rep will still not be considered a Site Admin, and will not have access to the Admin Panel.

When a Sales Rep creates a user, the user will be assigned the same customer code as the Sales Rep. Since Sales Reps have the ability to switch between customer codes, the Sales Rep would just need to ensure that they are on the customer code that they want the new user to have before creating the account. 

For a Sales Rep to create a new site user, they will need to scroll down to the bottom of their My Account page and select Manage Coworkers. Doing so will redirect them to a list of users they have created under their current customer code. From there, they will have the option to both add additional users, and manage existing users on that customer code. 

The Order Entry screen provides the Sales Rep with an interface to quickly place an order on the site. Here, Sales Reps are able to place an order for a single item (or multiple items) and also select the price of the item(s) (given they have permissions to do so).

1. "Add Item" button will add lines for multiple Item entries.
2. Clicking the magnifying glass in the Order Entry screen will open a Keyword / Part No search that you can also apply filters to.
3. Selecting the "Show Cost and Profit Margin" checkbox will add cost and projected profit margin columns to the items section of Order Entry.

The Customer Detail screen of the Sales Rep Module provides a detailed overview of your Customer details that can aid the Sales Rep by providing them an easy way to access their customer information if necessary. Listed below is a brief summary of the Customer information available there.

Customer Info - contains any information on a Customer that pertains to your Company.
Cart Info - contains any cart information pertaining to your Customer(s).
Orders/Quotes - this section provides information on Open Orders, Backorders, Quotes, RMAs, and Order History.
Item Info - provides information on Frequently Purchased items, Sales History, Items Added Sources, and Product Groups.
Invoicing - contains information on transactions between the Buyer and Seller
Sales Info - provides Ship Tos, Tasks, Task History, and saved Opportunities.

The Customer Code Manager screen allows the User to add or delete a Customer Code off of their User, or view a specific Customer Code. There is also a "Return to Default Customer Code" link to quickly restore any changes made to the assigned Customer Codes.