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Introduction

Learn the basics of Velocity, including core features, benefits, and everything you need to know before getting started

What is Velocity?

Velocity is the all-in-one order management and sales enablement app built for businesses of all sizes, from startups to enterprises. Built directly into Shopify Admin, it offers a suite of powerful tools for administrators to manage sales territories, commission rules, and sales representatives without leaving Shopify. For sales reps, Velocity’s dedicated sales app portal allows reps to onboard customers and place orders in minutes, all while restricting visibility to only their customers, orders, and commissions.

Core Features

  • Dedicated Sales Portal: Sales reps use a separate, dedicated app to place orders. This ensures sales reps can only see the customers in their territory and the commission assigned to them. Leverage teams and territory maps to automatically restrict customer visibility in the app.

  • Teams Management: Create detailed maps of your sales team's territories, from broad regional divisions down to specific ZIP codes. Team maps are managed directly in Velocity without the need for an external service, and eliminate the need to manually map sales reps to orders and customers.

  • Automatic Commission: Set different commission rates and rules for different product types, ensuring your sales teams receive the right compensation for each sale. Using built-in teams and team maps, Velocity calculates commission automatically for the right rep based on an order's ship-to address. The ownership feature lets you assign commission per team; a rep can 'own' a customer account. Customer overrides allow you to set commission exceptions on a per-customer basis for any scenario that doesn't fit cleanly into either team or ownership rules.

  • Vaulted Payments: Eliminate the back-and-forth of credit card details, and allow reps to manage customer vaulted payment methods at checkout.

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