Sales Representatives (Store Level)

Store managers can view the sales representatives that are available at their store. Sales rep records are created and managed at HQ and synced to all stores. At the store level, you can view rep details and see their sales activity.

Viewing Sales Reps

Navigate to Store Manager > Sales Reps to see the list of all active sales representatives. The list shows each rep's code, name, phone, and email. Use the search bar to find a specific rep by name or code.

Sales Rep Activity

Click on any sales rep to see their activity at your store, including:

• Total sales amount for the current day, week, or month.
• Number of transactions associated with this rep.
• Average transaction value.

This information helps store managers understand which reps are active at their location and how they contribute to sales.

Assigning Reps to Sales

Sales reps are assigned to individual sales at the POS Terminal. When a cashier processes a sale, they can optionally select a sales rep from the dropdown before completing the transaction. For more details, see the POS Terminal documentation.

Important Notes

• Sales reps cannot be created or edited at the store level. All rep management is done at HQ.
• If a new rep has been added at HQ but does not appear in the store's list, the sync cycle may not have completed yet. Check the sync status in the Store Manager dashboard.
• Deactivated reps do not appear in the POS Terminal selection list but remain visible in historical sales data.

Permissions

Permission	Description
sales_reps.view	View the sales rep list and activity