Sales Reps Glossary: Rep, Seat, Customer Price, Commission
This Sales Reps glossary explains each word you see in Sales Reps, in alphabetical order. Every entry gives one definition, where you see the term and a short example. For the full picture, start with the Sales Reps overview.
Numbers marked Example are made up to show the arithmetic.
Sales Reps terms from A to Z
Section titled “Sales Reps terms from A to Z”Activity log
Section titled “Activity log”The Activity log lists changes to reps and every draft order a rep creates or edits. Where you see it: the Activity log tab. Example: “Set a price above the customer price”. Details: settings and reports.
Assigned customer
Section titled “Assigned customer”An assigned customer is a Shopify customer, with no company, that you let a rep order for. Where you see it: Assigned customers on the rep’s page. One rep can have up to 200. Details: assign customers.
Commission
Section titled “Commission”Commission is the rep’s rate applied to the subtotal of product lines of a paid order, without tax and shipping. Item refunds reduce it. Shipping and order-level refunds do not. Where you see it: the Commission tab. Example: a 5% rate on a $1,000.00 subtotal is $50.00. Details: commission.
Commission rate
Section titled “Commission rate”The commission rate is the percentage you set for one rep, from 0 to 100. The default is 0. Where you see it: Commission rate on the rep’s page.
Customer price
Section titled “Customer price”The customer price is the B2B price the rep portal shows for the customer the rep chose. Where you see it: the Customer price column in the portal. Example: the customer price is $24.00.
Locked month
Section titled “Locked month”A locked month is a commission month that has ended and no longer changes. A month locks at 00:00 on the 1st of the next month, store time. Where you see it: the Locked badge on the Commission tab. You can mark commission as paid only for a locked month.
Lowest allowed price
Section titled “Lowest allowed price”The lowest allowed price is the customer price minus the rep’s maximum discount, rounded up to the next cent. Where you see it: the error Lowest price you can set is in the portal. Example: $24.00 with a 10% maximum discount gives $21.60.
Mark as paid
Section titled “Mark as paid”Mark as paid records that you paid a rep the commission for a locked month. It does not move money. Where you see it: the Payout column. You can undo it with Mark as unpaid.
Maximum discount
Section titled “Maximum discount”The maximum discount is the percentage by which a rep can lower the unit price of a line, from 0 to 100. The default is 0. Where you see it: Maximum discount on the rep’s page. Example: with 10%, a rep can lower a $24.00 price to $21.60.
My orders
Section titled “My orders”My orders is the list of orders and drafts a rep created, in the rep portal, with four number cards for the current month, a search box and a status filter. Where you see it: the My orders tab in the portal. The rep can export it as CSV and send an invoice from a draft. See what the cards show.
Open month
Section titled “Open month”An open month is the current commission month. Its numbers change as orders are paid or refunded. Where you see it: the Open badge on the Commission tab.
Paused rep
Section titled “Paused rep”A paused rep can sign in and see old orders but can’t create or change orders. A paused rep keeps a seat. Where you see it: the Paused badge on the Reps tab. Action: Pause ordering.
A rep is a Shopify customer account that you turned into a sales rep. A rep orders for the companies and customers you assigned. Where you see it: the Reps tab.
Rep portal
Section titled “Rep portal”The rep portal is the page on your online store where a rep creates draft orders. Where you see it: the Rep portal button for signed-in reps. By default the page is at /apps/bss-b2b/rep, or <your proxy path>/rep if you changed the app proxy path. It is in English for now.
A seat is one active rep that the add-on pays for. The add-on includes 3 seats. Each extra seat costs $9 per 30 days. Active and paused reps both use a seat. Where you see it: the seat counter on the Reps tab, and the Sales rep card in Pricing plans.
Stock hold
Section titled “Stock hold”A stock hold reserves the items of a rep draft order in Shopify for a set number of hours, so other customers can’t buy them. Where you see it: Hold stock for in Settings. It is off by default.