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Sales reps

CHECK: The left menu name is Sales Rep Module, not Van Sales or Vehicle Trip.

Who can use this: view sales-rep, view routes, or manage sales targets Where to find it: Sales Rep Module

What is this?​

This menu is for staff who sell on a route, with cities and targets.

Before you start​

Turn the feature on before you train staff. Leave it off if this shop does not use it.

Steps​

  1. Open Settings > General Settings.

  2. Open Features.

  3. Find Sales rep & routes module.

  4. Turn it on. It saves by itself.

  5. Refresh the page so the menu appears.

    Sales reps

What you will see​

The menu appears for roles that have access. Staff without the permission still will not see it.

Tips​

  • Turn it on only when you are ready to use it.
  • Give the permission to the right role, not every user.

Common problems​

ProblemSolution
The menu is missingTurn Sales rep & routes module on, then refresh.
The menu is still missingTick the permission on the role.