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Sales Associate
Sales Associate

This is a guide to the user roles and permission for Sales Associate.

Nisa avatar
Written by Nisa
Updated over 2 months ago

The Sales associate role is designed for employees that will be a part of the sales team at the store level.

Sales Associate's accessible pages:

Dashboard

  1. Delivery Routing

  2. Delivery Schedule

  3. My Event/Appointments

  4. Statistics/My Qualified Commission

  5. Leaderboards/Revenue

My Quotes

My Orders

Customers

My Reports

  1. Commission

  2. Spiffs

Directory

Deliveries

Inventory

Reports

  1. Quotes Feed

  2. Orders Feed

  3. Return Feed

  4. Outstanding Orders

Online

  1. Quotes

  2. Appointments

  3. Kitchen Uploads

Settings

  1. Digital Price Tags

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