Velocity now has the tab "Companies" which allows your reps to view, create, and manage B2B locations. This includes adding addresses, customers, and orders. To learn more about Companies/Locations, visit Company & Location Management.

Velocity Metafields are now automatically added to every order in your Shopify. These metafields highlight which rep was commissioned, what email they have, the commission amount, and more. To learn about our Metafields, visit Metafields Reporting.

You can now set up your sales managers to view their downline rep's activity in the app. To get started, adjust your sales manager's rep permissions under Visibility. To learn more, visit Managing Reps.

You can now toggle order notifications for orders to be sent to their reps while onboarding them onto the app.

Commission calculations can now be optionally delayed until an invoice is fully paid. On top of this, you can also enable a commission clawback setting for order refunds. Both of these features can be found in the Settings tab in the Shopify Admin.

Added the Can create customers permission that Admins can assign while onboarding their reps onto the portal.

The Help page on the app in the Shopify Admin was reworked to improve the onboarding experience of new users.

You can now add bookmark links for your reps directly within the Rep Portal. This feature gives reps quick, centralized access to important resources like marketing materials, training modules, and more. Learn more

Added the Can apply line-level discounts and the Can apply order-level discount codes permissions that Admins can assign while onboarding their reps onto the portal.

Added Customer Notes to the customer onboarding form in the Rep Portal. This field will propagate over to Shopify on the customer's card.

You can now build out Commission Programs directly within the teams page. This includes adding commissionable products to a team and setting commission percentages for levels. Learn more

You are now able to enable automatic ownerships when a rep creates a customer within the rep portal. This means that any customer that the rep onboards will automatically be assigned to them.

It is now possible to assign reps to customers outside of their territories with Customer Ownerships. These assignments relate to both visibility and commission allocations. To learn more about Ownerships, click here

Reps are now able to see the status of an order in real time within the Rep Portal. These statuses include fulfillments, refunds, returns, and exchanges.

You are now able to assign negotiated rates to reps. This means that you can allocate a different commission percentage to select reps outside of their designated commission structure.