App-store listing
About Saal: Sales Agent B2B
Sales reps place orders on behalf of customers in your storefront. No staff accounts needed.
Field and phone orders usually get retyped into the admin as draft orders, with prices looked up by hand. This app lets you mark customers as sales agents so they can order in your storefront for the customers assigned to them, using that customer's own catalog, pricing and locations. The order lands on the customer's account, not the rep's, and reps never need admin access. Each session is recorded with a consent date, a note and the responsible rep, so you can trace who ordered for whom.
Listing highlights
- Reps order in your storefront with the customer's own catalog and prices
- Charge the company's saved payment method at checkout on Shopify Plus
- On other plans, orders go out as an invoice with a payment link
- Choose which customers, companies or tags each rep may order for
- Every session logged with consent date, note and responsible rep
Features
Pricing options
Customer tagging
Wholesale login
Order management
Draft orders
Manual orders
Order form
