This article walks through how to create a Sales Rep user, set up their Sales Rep account in the Wholesale module, receive inventory into that account, and verify that the merchandise has been successfully received. 

Creating a New Sales Rep

Before creating a Sales Rep account in the Wholesale module, the Sales Rep must first be created as a user in the Admin module. 

Step 1: Navigate to Users

1. Go to Admin → Users

2. Click Add User
   

Fill in all required user information such as:

• Name

• Email

• Login credentials

• Any other required fields
  

Once done, Click OK to create the user.

Adding the Sales Rep to a Store

Once the user has been created, they must be assigned to a store.

Step 1: Navigate to Stores

1. Go to Admin → Stores

2. Select the store where the Sales Rep will be assigned
   

Step 2: Add the User to the Store

1. Open the Users tab

2. Click Add User
   

3. Select the newly created user from the dropdown

Step 3: Assign Role

1. Set the necessary Role
   

2. Click OK

This assigns the Sales Rep to the selected store.

How the Sales Rep Logs In

The Sales Rep can now log in using the email assigned to their user account.

To access the POS: www.[storename]/pos. 

They will use their assigned email.

Creating a New Sales Rep Account

Once the user has been created and assigned to a store, you can create their Sales Rep account in the Wholesale module.

Step 1: Open the Wholesale Module

Navigate to the Wholesale module.

Step 2: Create a New Account

1. Click Add Account in the top-left corner.

2. Change the Account Type to Trunkshow / Sales Rep.
   

Step 3: Fill Out Account Details

Enter the required information such as:

• Display Name – The name used to identify the Sales Rep account.

• Customer # – Optional customer identifier if used.

• Account Manager – The designated manager responsible for the Sales Rep.

• Sales Person – Select the user account you previously created
  

Step 4: Configure Fulfillment Locations

Under Fulfillment Locations, select the locations that can be used as inventory allocation sources for this Sales Rep.

Important Note: Administrators will still have access to all allocation sources regardless of the selected fulfillment locations.

Step 5: Save the Account

Click OK to create the Sales Rep account.

Receiving Inventory for a Sales Rep

Once the Sales Rep account is created, inventory can be received directly into their account.

Step 1: Access the Vendor Module

1. Open the left navigation menu

2. Click Vendor
   

3. Select the vendor you are receiving merchandise from

Step 2: Start a Merchandise Receive

After selecting the vendor:

1. Navigate to the Receive tab

2. Click Receive Merchandise
   

3. In the MR Details section, choose the receive type

   • For example: Simple Merchandise Receive
     

Optional:

• Enable Quality Control if items need to go through QC.

Step 3: Select Where Inventory Will Be Received

In the Receive To field:

Select the Sales Rep accountyou created in the Wholesale module.

Step 4: Select Products to Receive

Click Next.

You can add items using one of the following methods:

• Barcode scanner

• Manual product selection

• Excel or CSV import using Select From Excel or CSV

Step 5: Finalize the Merchandise Receive

Click Next again.

In the final screen you can:

• Adjust quantities

• Add descriptions

• Enter cost information

When finished, click COMPLETE.

Verifying the Inventory Was Received

To confirm that the inventory was successfully received:

Step 1: Open the Wholesale Module

Navigate to the Wholesale module.

Step 2: Open the Sales Rep Account

Locate and select the Sales Rep account that received the inventory.

Step 3: Check the Memo Section

1. Navigate to the Memo tab

2. Look for the memo created from the Merchandise Receive (MR)

This memo confirms that the inventory has been successfully received into the Sales Rep account.

Alternative Verification Method 

Another way to confirm the inventory was received is through the Products module.

1. Navigate to the Products module.

2. Locate the item that was received.

3. Check the All On Hand column
   

In this column, you will be able to see which account currently holds the inventory, including the Sales Rep account that received the merchandise.