Steps in the screenshots correspond to the numbers in the headings.
As a Sales Rep, you have the ability to check on orders for your customers through the ATS Store. This is handled behind the scenes through the Big Commerce Admin Portal and the Bundle B2B App.
2. Enter your credentials and hit the Sign In Button.
3. You will come to the Orders page first. Click on the Dashboard if you don't come up to that screen.
4. The dashboard shows you all the customers you are responsible for.
5. The name and email of the sales rep are listed in the upper left corner.
6. A search field is available just under the sales rep information in case you have multiple pages of customers.
You can search by company name or email.
7. Find the appropriate customer from the list.
8. Under the Company Admin Impersonation Column, click the BEGIN MASQUERADE/ LOG IN button.
9. Once you have clicked the button, a notification as to which account you are using is listed in a banner across the top of the screen.
10. The total number of accounts associated with the Rep is shown in the upper right corner.
11. The related accounts for this rep are shown below.
From here you would follow the normal process to put in an order.
- All of the customer discounting, payment options and tax exempt status will show as it it would if they were logged in.
- Once you have completed the order, be sure to sign out (End Masquerade) from their account.
- If you do not have any more business to attend to, be sure to sign out for yourself as well.
- As you, the Sales Rep/Site Service Rep placed the order, any emails related to the order will be sent to you.
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