Sales Reps FAQ: Price, Seats, Discounts and Limits
This Sales Reps FAQ gives short answers about the add-on, the rep portal, prices, commission and limits, each with a link to the full page. For setup, start with the Sales Reps overview.
Basics
Section titled “Basics”What does Sales Reps cost?
Section titled “What does Sales Reps cost?”It costs $29 per 30 days with 3 active reps included. From the fourth rep, each extra rep costs $9 per 30 days. Yearly billing is $313.20 per year with 3 reps, plus $97.20 per year for each extra rep. It is billed with your plan in one Shopify charge. See get started.
Is there a free trial?
Section titled “Is there a free trial?”Yes. Each store gets one 14-day free trial. Start it with Start 14-day free trial in Pricing plans > Add-ons. The trial includes the 3 reps that come with the add-on.
Prices and discounts
Section titled “Prices and discounts”Can a rep give a discount?
Section titled “Can a rep give a discount?”Yes, within the Maximum discount you set on the rep. The default is 0, so a new rep can’t lower any price. Discount codes are not applied to sales rep orders; reps adjust prices within the max discount you set.
Can a rep charge more than the B2B price?
Section titled “Can a rep charge more than the B2B price?”Yes. The portal flags the line to the rep and the Activity log records it.
Reps and customers
Section titled “Reps and customers”Can a rep order for a customer who belongs to a company?
Section titled “Can a rep order for a customer who belongs to a company?”A rep orders for the company location, not for the person as a plain customer. A company contact can’t be assigned as a customer, and the rep sees Order for [name] through their company.
Does a rep order follow the customer’s credit limit?
Section titled “Does a rep order follow the customer’s credit limit?”Yes, when you use the Credit limit add-on and the order is on payment terms (Pay later). The check uses the order subtotal, before tax and shipping.
- Block rule: the portal does not create the order and shows This order would go over the customer’s credit limit.
- Warn rule: the order is created, and the rep sees This order is over the customer’s credit limit. The store may need to review it.
What happens when I pause a rep?
Section titled “What happens when I pause a rep?”The rep can still sign in and see old orders, but can’t create or change orders. The rep keeps the seat.
Commission
Section titled “Commission”How is commission worked out?
Section titled “How is commission worked out?”Commission is based on product lines. Shipping and order-level refunds do not change commission. See commission.
When the add-on ends
Section titled “When the add-on ends”How long can I see commission after the add-on ends?
Section titled “How long can I see commission after the add-on ends?”Commission records stay available for 90 days. You can view, export and mark commission as paid. No new commission is earned for orders paid after the add-on ended. If you buy the add-on again within 90 days, the old records continue as before. After 90 days they are no longer available.
Limits
Section titled “Limits”| Item | Limit |
|---|---|
| Active reps included in the add-on | 3 |
| Price of each extra rep | $9 per 30 days |
| Extra reps you can add | Up to 200 |
| Individual customers for one rep | 200 |
| Maximum discount (on the rep’s page) | 0 to 100 percent, up to 2 decimals. Default 0 |
| Commission rate (on the rep’s page) | 0 to 100 percent, up to 2 decimals. Default 0 |
| Hold stock for | 0 to 168 hours. Default 0 (off) |
| Pause reason | 200 characters |
| Rows in a CSV import | 500 rows and 1 MB. 5 imports a minute |
| Report date range | 400 days |
| Activity log date range | 366 days |
| Rep CSV export of orders | The newest 5,000 orders |
| Invoices a rep can send | 10 an hour for each rep, and 3 an hour to the same recipient. The review-page box and Send invoice count together toward both limits |
| Two clicks on Send invoice for one draft | One email every 10 seconds |
| Search in My orders | 100 characters |
| Saved unfinished order in the portal | 7 days |
| Commission records after the add-on ends | 90 days |
| Currency | Your store currency only |
| Portal language | English for now |