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See how SparkLayer fits your setup and what it would take to launch your new B2B store, fast.

  • Get a tailored walkthrough based on your business
  • Learn how it works with your existing systems
  • Get a plan for rollout and adoption
  • Live with Q&A with a B2B eCommerce expert

Let's begin your B2B transformation.

Drop in your email and URL to see what SparkLayer would look like on your store. Prepare to be amazed!

Alex Weston

We'll get back to you within 1 hour to arrange a good time to speak. Alex Weston, General Manager

Not quite ready for a chat? Try our interactive demo instead.
You can also email us at hello@sparklayer.io.
Rated 4.9 out of 5 on the Shopify App Store
SparkLayer Sales Agent Portal

Give your sales reps a wholesale checkout on the go.

Everything your sales reps need to order on behalf of a customer, directly from your existing online store.

The customer's pricing, terms, addresses and order history are already loaded. Your sales rep builds the basket, agrees any changes and places the order there and then. It appears in your store as soon as it is submitted.

  • Order for any customer using their correct prices and terms
  • Adjust line prices, discounts, shipping and quantities
  • Send completed orders straight into your existing store

Included with every paid SparkLayer plan.

Why do sales orders still take the long way around?

A sales rep agrees an order on a call or during a visit. Then it sits in an email, a notebook or a spreadsheet until someone enters it into the store. That delay creates more admin for your team and more opportunities for something to go wrong.

The handover

Every sales order has to be entered twice.

A sales rep writes the order down and sends it to the office. Someone else then enters it into the system. That slows everything down and gives a simple mistake in the product, quantity or delivery address another chance to slip through.

Order #4471credit note, three weeks later
1
Order taken by phone
24 × HH-250-1K noted at 09:12
2
Sent to the office
Emailed at 14:40 and opened the next morning
3
Entered incorrectly
42 × HH-250-1K added to the system
WRONG
The pricing

The right customer price is difficult to find.

A sales rep needs to know the customer's price list, agreed discounts and volume breaks while they are speaking. If that information is not in front of them, they have to search for it, ask the office or risk quoting the wrong price.

Caffè del Portowhat should they pay?
Wholesale Tier 2
Confirmed on the account
CONFIRMED
5% discount agreed in March
Recorded against the customer
RECORDED
Volume price from 24 units
Applied automatically in the basket
APPLIED
The missing order

Nobody can track the order until it is entered.

Once a customer agrees an order, it may sit in an email or notebook before it reaches the system. During that gap, the customer, sales rep and operations team all have a different answer when someone asks where the order is.

Where is order #4471?no confirmed order
BY
Customer
"I placed it on Tuesday."
JM
Sales rep
"I sent it to the office on Wednesday."
OP
Operations
"It isn't in the system."
MISSING

Let sales reps place orders in the same store your customers use.

The Sales Agent Portal gives each sales rep access through your storefront, with the customer's account already loaded. There is no separate admin area to work from. The sales rep sees the same products, pricing and ordering rules as the customer, then submits the order into the same store.

Open any customer account and start ordering.

A sales rep can switch into an assigned customer account directly from the storefront. SparkLayer loads the customer's price list, volume discounts, pack sizes, payment terms, addresses and previous orders. The sales rep can start a new basket, repeat a previous order or create a new customer while they are with them.

  • Live customer-specific pricing and ordering rules
  • Customer addresses, contacts and account details
  • Previous orders available for quick reordering
  • New customer accounts created from the storefront

View all features →

Switch accountJM · 14 ACCOUNTS
Search your accounts…
CP
Caffè del Porto
Wholesale Tier 2 · Net 30
ORDERING
BH
Beacon Hill Deli
Wholesale Tier 1 · Net 14
$4,180
AA
Anchor & Anvil
Distributor · Pro-forma
$9,640
MC
Meadowlark Café
Wholesale Tier 2 · Net 30
$2,215
+ Add a new customer →

Agree the deal and update the order as you go.

If the customer asks for a different price or needs a shipping change, the sales rep can deal with it inside the basket. Edit a line price, apply a discount, change the shipping charge or override an ordering rule. The customer sees exactly what has been agreed, and the submitted order carries the final figures.

  • Edit line-item prices in the basket
  • Apply discounts or override minimum quantities
  • Set a custom shipping charge or waive it
  • Submit using B2B payment methods, including net terms

View all features →

Editing the line priceAGENT PRICING
Harbour House Espresso 1kgSKU HH-250-1K · 24 units
List $8.90 $8.18
8% agreedCarriage waivedMin qty overridden
Order total · Net 30$250.62

Start the order wherever the conversation happens.

The Sales Agent Portal works on phones, tablets and laptops. A sales rep can start a basket at a trade show, add to it after a customer visit and finish it later from their desk. The basket stays with the account, so the order does not need to be written down or started again on another device.

  • Works across mobile, tablet and desktop
  • Baskets continue across devices and sessions
  • Save regular orders as reusable shopping lists
  • Built for customer visits, trade shows and time on the road

View all features →

One basket, throughout the dayCAFFÈ DEL PORTO
  1. 09:40 Started on a phone at the trade show 2 lines · $304.92
  2. 14:20 Added cups from the customer's saved list 3 lines · $390.92
  3. 21:05 Checked and submitted from a laptop $390.92Same basket

Let the customer approve before you place it.

Send the completed basket to the customer when they need to review it first. They can check the products, quantities and agreed prices from their own account, then confirm the order themselves. It gives both sides a clear record of what was agreed and introduces customers to the self-service ordering experience.

Send every order straight into your store.

Sales rep orders go into the same order management flow as orders placed by customers online. Your team does not need to export a file, import it elsewhere or maintain a separate list of sales orders.

Control which accounts each sales rep can access.

Assign accounts to individual sales reps so each person sees the customers they are responsible for. This works well for regional teams, territories and any business that does not want every sales rep to have access to the full customer list.

See who placed every order.

Each sales rep order includes the sales agent who placed it and any notes they added. Use that information in your existing systems to filter orders, report on activity and understand rep performance.

Handle more of the sale while you have the customer's attention.

Not every conversation ends with an immediate order. A customer may need a quote, a new buyer may need setting up or operations may need extra information. Your sales rep can deal with all of that from the same storefront.

Send a quote while the conversation is still fresh

Build the basket, agree the price and send a quote for the customer to review in their own account. If they accept, convert it into an order without entering the details again.

Quote #123456 · Caffè del Porto
Harbour House Espresso ×24
List $8.90 · Offered $8.18
OFFERED
Carriage
Waived on this quote
WAIVED
Buyer accepted
Converted to order #1043
ACCEPTED

Create a new customer and take their first order

Meet a new buyer at a trade show or during a visit? Create their account, assign the right customer group and place the first order without waiting for someone back at the office.

New account
The Tin Roof Café
Created by Jamie M
NEW
Customer group
Tier 1 · Net 30
ASSIGNED
First order
$412.80 · On account
PLACED

Keep your existing systems up to date

Every sales-agent order includes the sales rep who placed it and their notes. It then follows the same integrations and workflows as any other order from your online store.

Order #1042 · synced
Placed by
Jamie M · Sales-agent order
TAGGED
Online store
Order created and stock updated
SYNCED
Xero
Invoice raised · Net 30
INVOICED

Explore the Quoting Engine →

“I don’t know of any app that has a similar function to SparkLayer’s Sales Agent.”
Apo Group Read the Apo Group story

One order, visible to everyone involved.

Your sales team, customers and operations team all work from the same underlying order. Sales reps can create and update it, customers can review it, and operations can see it as soon as it is submitted. There is no manual handover between the conversation and the confirmed order.

Your B2B sales team.

Sales reps can open an assigned customer account, build or edit an order using live customer-specific pricing, and submit it using the customer's available payment methods. Everything they need is available from the storefront, whether they are working from a desk, visiting a customer or standing at a trade show.

Your B2B customers.

Customers can track active orders, view their order history and quickly place a repeat order. If a sales rep prepares an order for them, they can review and approve it through the same account. Both sides work from the same products, quantities and agreed prices.

Your B2B operations.

As soon as a sales rep submits an order, it appears in your store's existing order management flow. Operations can process it in the same way as any other online order, without reading handwritten notes or entering details from an email.

Questions and answers.

What happens to our existing B2B pricing and customer accounts?

Nothing needs to be rebuilt. The Sales Agent Portal uses your existing SparkLayer price lists, customer groups and account-specific rules. When a sales rep opens a customer account, they see the same products, prices and terms as that customer.

What can sales agents do in SparkLayer?

Sales agents can:

  • Open an assigned customer account from your storefront
  • View products at the customer's B2B prices
  • Build and place orders on the customer's behalf
  • Edit line prices and apply discounts where permitted
  • Use B2B payment methods, including net terms
  • Save baskets and shopping lists for later
  • Manage customer addresses and account information
  • Repeat a previous order
  • Create a new customer and place their first order

Explore all Sales Agent Portal features.

Can we see the Sales Agent Portal before signing up?

Yes. You can preview it on your own store or book a live demo for a walkthrough based on your existing setup.

How much does the Sales Agent Portal cost?

The Sales Agent Portal is included with Starter, Growth, Pro and Enterprise plans. Starter includes one sales agent, Growth includes two and Pro includes five. Enterprise plans are customised. Additional sales agents cost $39 per user. See full pricing.

Can we trial it before committing?

Yes. All paid SparkLayer plans include a free 14-day trial with access to the Sales Agent Portal. You can start a trial, preview SparkLayer on your store or book a demo before deciding.

How quickly can we get it running?

If you already use SparkLayer, you can enable the portal, add your sales agents and assign their customer accounts in a few steps. Most existing customers can start using it the same day.

How will our sales agents learn to use it?

Sales reps work through the same storefront your customers use, so there is no separate back-office system to learn. If you would like help, our launch team can set up the accounts and visibility rules with you, walk your sales reps through the ordering process and run a short team training session. Talk to the team to arrange it.

How is SparkLayer different from other sales-rep ordering tools?

Many sales-rep tools sit in a separate admin or order-entry system. SparkLayer works through your actual storefront. Sales reps order as the customer using live products, stock, pricing and terms. When they submit the order, it goes directly into the same system as your other online orders.

Can we restrict which customers each sales rep can access?

Yes. You can assign customer accounts to individual sales agents so they only see the accounts they are responsible for. This is useful for territory-based and regional sales teams.

Can we report on sales-agent activity?

Yes. Each order includes the sales agent who placed it, along with their notes and tracking data. You can use this information to filter and analyse sales rep orders in your existing order-management or reporting systems.

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