Taking orders as a sales rep

Sales reps and agencies can get started with Order41 right away, with no learning curve.

How it works

Sales reps usually get an invite from a seller's account. Once they sign in and switch to that account, they immediately see the collections they can sell. Reps can also import their own customers.

Your role as a sales rep

Sales Reps can invite partners, share collection links, and create or change orders. Admins decide which partners each Sales Rep can access. See Workspace administration.

Sales reps and agencies are added to an account by an Admin, who then sends them an invite.

Writing an order for a buyer

Preparing an order draft for the buyer to finish

A rep can prepare an order draft, and the buyer can finish it and place the order themselves.

Every order draft has its own link, which you can copy and share with the buyer. You can also have Order41 email the order draft link to the buyer for you.

Working with other reps

Sales rep teams can see each other's order drafts, customers and orders, so an agency or showroom where several reps cover the same accounts doesn't work blind.

Sales rep teams can also be organized in groups.

Working across several brands

Agents switch easily between the brand accounts they represent: if you belong to several workspaces, switch between them with the workspace switcher in the top left of your dashboard.

Order41 supports multi-brand setups within a single account. Reps can also jump between accounts to place orders for different brands, all within one appointment.

Good to know

Sales reps count toward staff seats: up to 3 on Pro, up to 10 on Team, and unlimited on Scale. See pricing.

Order41 works very well at trade shows. One or several reps can collect orders at the booth, usually on tablets.

A dedicated reports section lets reps easily export the orders they placed and the orders that have shipped, so they can calculate their commissions quickly.