Creating a Sales Representative (Sales Rep)

About this article

When you create a user in Centra you may make that user a Sales Representative (Sales Rep) by checking the 'Sales Representative' box in the bottom left corner in the 'USER INFORMATION' view. A sales representative is a user who receives a commission when an account they "own" fulfills an order. You may choose whether they should have possibilities to log in to the system or if they should be passive sales reps.

Making a user a Sales Rep

  1. Start by creating a user. To read more about how to create users, click the links below:

  2. Check the 'Sales Representative' box in the bottom-left corner of the 'USER INFORMATION' view and these fields will appear below the checkbox:

  3. Enter the following information:

    • Commission - Enter the commission percent that the User should receive on orders placed, e.g 15%
    • Master Agent - Select a Master Agent if the sales rep have a person in charge of him/her (optional)
  4. Scroll down to the next section called USER ACCOUNT ACCESS. In the column called Sales Rep, check in the accounts that the User should receive commissions for. You can search and filter for specific accounts or countries in the search bar

  5. Click 'SAVE' in the bottom- or upper-right corner.

It is important to note that you can only have one user listed as a sales rep per account, if you have one agent that is already a sales rep on an account and then create a new user that is a sales rep for the same account then the sales rep access on the initial agent will be removed.