Shopify Sales-Rep Portals for Australian B2B Teams
Order-on-behalf tools that let your reps place, edit and manage customer orders inside Shopify, no spreadsheets, no double entry, no calling head office.
When reps can't transact inside your store, orders slow down
Field and phone reps still drive most Australian wholesale revenue. If they can't place orders inside Shopify, the whole team pays for it.
Orders re-keyed by hand
Reps email or phone orders through, and someone at head office re-enters them, slow, and a fresh chance for errors on every line.
No account pricing at hand
Reps guess at tiered pricing or dig through PDFs, so quotes go out wrong and margin leaks.
No visibility on account status
Reps can't see a customer's open orders, credit position or reorder history without pinging the office.
Draft orders locked to admins
Native Shopify draft orders sit behind full admin access you can't safely hand to a field team.
Best accounts feel under-served
Without a rep-facing tool, buyers default to slow channels and your highest-value accounts get the least attention.
The outcome you want
Reps log in, pick the account, see the right price, build the order and submit it, straight into Shopify, first time.
Where the line sits
A clear split of what the portal covers, what stays on your side, and what's out of scope for this build.
| In this build | Your side | Out of scope | |
|---|---|---|---|
| Rep ordering interface | Designed, built and tested | Sign off on flows and roles | Native admin retraining |
| Account pricing | Surfaced per account in-portal | Supply price lists and tiers | Renegotiating your rate cards |
| ERP / CRM sync | Built to a documented API | Provide access and endpoints | Building the ERP itself |
| Approvals | Routing and notifications | Define who approves what | New finance/credit policy |
| Ongoing changes | Optional care plan | Day-to-day account admin | Unrelated store redesign |
Is a sales-rep portal right for you?
A strong fit if
- You run a field or phone sales team placing orders for wholesale or trade accounts
- You're on Shopify Plus, or moving to it, and want reps working inside one system
- Accounts have negotiated pricing, catalogues or credit terms reps must honour
- Order volume or line-item complexity makes manual re-keying a real cost
- You want rep activity, accounts and orders in one source of truth
Probably not yet if
- You're purely DTC with no reps placing orders on behalf of customers
- A handful of orders a month makes native draft orders enough
- You need a full ERP or CRM rebuild rather than a Shopify-native ordering layer
- You haven't settled who your accounts are or how they're priced
What we build
A rep portal is a focused ordering surface on top of Shopify, scoped to what each rep should see and do, and nothing more.
What's included
- Rep login with role-based access, scoped to assigned accounts
- Order-on-behalf: pick a customer, build a cart, submit as a real Shopify order
- Account-specific catalogues, tiered and contract pricing surfaced automatically
- Fast reorder from a customer's order history and saved lists
- Draft, save and edit orders before submitting or sending for approval
- Account snapshot: open orders, fulfilment status and reorder history at a glance
Technical deliverables
- Built on Shopify Plus B2B, or a custom app where B2B alone can't reach
- Customer, company and location modelling with per-account price lists
- Permissions layer so reps never touch full Shopify admin
- Order tagging and attribution so every order maps to its rep
- Responsive, WCAG 2.1 AA interface that works on a phone in the field
- Clean handover: documented, your code, your Shopify org
Integrations
- ERP and accounting sync for pricing, stock and account terms
- CRM sync so rep activity and accounts stay aligned
- Shopify Flow for approval routing and order notifications
- SSO or existing rep credentials where required
How we build it
A typical 6–10 week engagement, scoped precisely after discovery.
Discovery
We map how reps work today, your account and pricing model, and where orders flow. Week 1.
Scope & architecture
We decide Shopify Plus B2B versus a custom app, define roles, and lock the data model. Weeks 1–2.
Design
We design the rep flows, account select, catalogue, cart, approvals, mobile-first. Weeks 2–3.
Build
We build the portal, pricing logic, permissions and order attribution in a staging environment. Weeks 3–7.
Integrations
We wire ERP, CRM and approval routing, then reconcile pricing and stock. Weeks 5–8.
QA & UAT
We test roles, pricing edge cases and order accuracy with a pilot group of reps. Weeks 7–9.
Launch & handover
We roll out to the full team with training, docs and a support window. Weeks 9–10.
Quality and controls
Rep portals touch pricing and orders, so we test the things that cost you money.
- Role and permission tests: reps see only their accounts and never reach full admin
- Pricing accuracy checks across tiers, contracts and account overrides
- Order attribution verified so every order maps to the right rep and account
- Approval routing tested against real edge cases before go-live
- WCAG 2.1 AA and mobile testing on the devices reps actually use
- Staging-to-production parity so launch holds no surprises
Investment
Pricing is scoped after discovery. What moves it: number of roles, pricing complexity, and how many systems you sync.
Focused portal
Shopify Plus B2B, order-on-behalf, account pricing, light integration.
Integrated portal
Custom app, approvals, ERP/CRM sync and multi-role permissions.
Enterprise
Complex account structures, deep integrations and phased rollout.
Frequently asked questions
Related services
Put ordering back in your reps' hands
Book a call and we'll map how your reps order today and where a Shopify portal removes the double handling.
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