Reps authenticate as themselves.
Each rep signs in with their own account so every action is tied to a real person, not a shared login.
- Individual rep credentials.
- Access scoped to assigned accounts.
- Permissions synced from your ERP.
Sales reps & impersonation
Let reps order and quote for their customers.
Give your sales team a proper place to sell instead of chasing paperwork. Reps log in and securely impersonate the customers they manage, placing orders and building quotes as that customer, with their exact contract pricing, catalogue and terms.
Sell on behalf
Signed in as D. Mercer · 3 accounts assigned to you
Choose a customer you manage. Their contract pricing loads automatically.
Pick a customer to act as
Nothing is shared — you stay signed in as yourself, and
every action is logged against your name.
ProductQtyUnitLine
Nitrile gloves (box of 100)
20
Workshop degreaser 5L
8
Rep discount
0%
Subtotal
Rep discount
Order total
Why rep mode
Not every B2B order comes through self-service.
Reps still take orders over the phone, at trade shows and on site visits. Without a proper tool they rekey orders into the ERP, email quotes from spreadsheets and guess at each customer's pricing. Rep mode lets them work inside the same store the customer uses.
Act as the customer they manage.
Reps switch into a customer they manage and see the exact catalogue, pricing and terms that customer would see.
- Contract pricing applied automatically.
- Customer-specific catalogue and terms.
- Clear "acting as…" banner while impersonating.
Place orders and build quotes.
Reps complete the order or quote on the customer's behalf, within the discount limits you set for them.
- Orders and quotes on behalf of the account.
- Discounts capped per rep.
- Everything logged for a full audit trail.
How impersonation works
Secure by design, from login to audit log.
Impersonation is not a shared password or a copied session. Each rep acts under their own identity while the store behaves exactly as it would for the customer.
1. Authenticate
The rep signs in as themselves.
Reps use their own account and permissions. Nothing is shared, so every later action can be attributed to the individual rep.
2. Select account
Choose a customer they manage.
Reps can only impersonate the accounts mapped to them from your ERP, so they never gain access to customers outside their territory.
3. Act as customer
Shop with the customer's pricing and catalogue.
Contract pricing, product visibility and payment terms all apply as if the customer were signed in, with a persistent "acting as…" banner and discounts held within the rep's cap.
4. Log & sync
Record the action and sync the order.
The order or quote is written back with both the customer and the acting rep captured, then synced to your ERP like any other order.
A better way to sell on behalf
Rep mode versus the workarounds teams settle for.
Most teams sell on a customer's behalf through phone calls, spreadsheets or a shared login. Each one loses pricing accuracy, control or accountability.
Capability
Phone / email
Shared login
Pocketknife rep mode
Correct pricing
Rep guesses or looks it up manually.
Whatever that one account is set to.
Each customer's contract pricing applied automatically.
Account access
No system access, rekeyed later.
All-or-nothing access to one account.
Scoped to the accounts each rep manages.
Discount control
Down to the rep's discretion.
No enforced limits.
Discounts capped per rep.
Accountability
Hard to trace who did what.
Everyone looks like the same user.
Full audit trail of the acting rep.
Sales rep FAQ
What to know about rep mode and impersonation.
Answers for Shopify Plus teams giving sales reps a secure way to order and quote on behalf of the B2B customers they manage.
What is rep mode?
Rep mode lets a sales rep securely impersonate a customer they manage, so they can place orders and build quotes as that customer with the customer's exact pricing, catalogue and terms.
Do reps share a login with the customer?
No. Reps sign in with their own account and then impersonate a customer. Nothing is shared, so every action can be attributed to the individual rep.
Can a rep access any customer?
No. Reps can only impersonate the accounts mapped to them, and that mapping can be synced from your ERP so it stays aligned with each rep's territory.
Does the customer's contract pricing apply?
Yes. When a rep acts on behalf of a customer, that customer's contract pricing, catalogue visibility and payment terms all apply automatically.
Can reps build quotes as well as orders?
Yes. Reps can place orders and build quotes on the customer's behalf, using the same pricing and terms the customer would get.
Can we cap the discount a rep gives?
Yes. Discounts can be capped per rep, so reps can negotiate within limits you control rather than discounting without oversight.
Will the customer know a rep placed the order?
Impersonation is transparent internally: a clear "acting as…" banner is shown while a rep is impersonating, and both the customer and the acting rep are recorded on the order.
Is there an audit trail?
Yes. Every rep action is logged against the real rep and the customer they acted for, so you always know who did what on which account.
Where do rep-to-account mappings come from?
They can be synced from your ERP so the accounts each rep manages stay in step with your source of truth, without maintaining a separate list by hand.
Do rep orders sync back to our ERP?
Yes. Orders and quotes placed in rep mode sync to your ERP like any other order, with the acting rep captured alongside the customer.
Can reps still see their own accounts only after team changes?
Yes. Because access is driven by the mapping synced from your ERP, reassigning accounts updates what a rep can impersonate without manual cleanup.
Does this work with our existing Shopify Plus store?
Yes. Rep mode runs on top of your existing Shopify Plus store and B2B setup, so reps sell inside the same store your customers already use.
Give your reps a proper place to sell on behalf of customers.
We will map your reps to their accounts, apply each customer's contract pricing, set discount caps and keep a full audit trail, so reps stop rekeying orders and start selling.
Talk through rep mode →