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Rep Portal Setup

A step-by-step setup guide for the Rep Ordering Portal.

The Rep Portal can be accessed anytime, by any of your reps here. By default, your reps will only be able to create draft orders. If you would like your reps to check out on behalf of your customers, please complete the B2B setup steps below. If at any point you get stumped, you can always reach out to MedShift's dedicated technical support team for assistance with your configuration!

B2B Rep Portal Setup

The Velocity app must first be installed on your storefront.

The following setup steps are only required if:

  • Your store has Shopify Plus

  • You are using B2B objects (Company, Location, etc)

  • Your reps will be placing orders independently, for your customers

Install the free Headless app for Shopify

Headless is an app developed by Shopify, and is free for all stores. The rep portal requires it to talk to your store. Simply click "Install" and follow the dialogue.

Add your storefront to Headless

After installation, you will see the Headless app in Shopify's list of channels in the sidebar.

  1. Click on Headless, and then click "Add storefront"

  2. Click "Manage" for Customer Account API

  3. Set the Client type to Confidential

  4. Save your changes

  5. At the bottom of the Headless > Customer Account API page, set the following values in Application setup:

    1. Callback URI: https://velocity.shop/login/customer_authorized/

    2. Logout URI: https://velocity.shop/login/customer_logout/

  6. Copy three pieces of information from this page:

    1. Under Customer Account API credentials, copy the Client ID

    2. Right under Client ID, copy Client secret

    3. Then scroll down to Application endpoints and copy the digits shown after "authentication/" from any of the endpoints

Sometimes, your Authorization endpoint may not include the digits shown above. If not, add /shop.json at the end of your Shopify admin's site URL and copy the string of digits at the top of the page. For example, look for something like {"shop":{"id":62767628422. The "62767628422" will be the digits you'd want to copy in this example.

Configure the Rep Portal

Rep-Assisted Ordering

  1. Open Velocity

  2. Navigate to Settings

  3. Click on Configure, under the "Rep-Assisted Ordering" header

  4. Enter the information from the previous step

    1. Client ID -> Customer Account API Client ID

    2. Client secret -> Customer Account API Client Secret

    3. Digits from endpoint -> Customer Account API Shop ID

  5. Click Save changes to complete the process.

  6. The Rep Portal connection has now been made. Give your sales reps access to the portal in the steps below.

Rep Bookmarks

  1. Open Velocity

  2. Navigate to Settings

  3. Click on Configure, under the "Bookmarks" header

  4. Enter the name of the bookmark and the URL that the bookmark is linked to, up to a maximum of 10 bookmarks

Portal Metafields

Choose which metafields reps can view or edit in the Rep Portal. Metafields can appear on customers, companies, locations, draft orders, and orders.

  1. Open Velocity

  2. Navigate to Settings

  3. Click on Configure, under the "Portal Metafields" header

  4. In Manage portal metafields, choose the object you want to work on, then set each metafield to Read and write, Read only, or Off

  5. Save your changes

Only supported metafield types are listed. A metafield owned by another app that does not allow other apps to write to it can only be set to Read only.

Respect Products Excluded by Catalogs

When this setting is on, reps cannot place orders containing a product excluded by a catalog that applies to the customer or location they are ordering for. It is on by default.

Turn it off if a buyer can qualify for more than one market and you want reps to order products that one market's catalog excludes but another includes. Find it in Settings, under Rep Portal Settings.

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