Sales-Rep Guide

Resolve's eCommerce checkout now supports a sales-rep checkout flow, allowing your sales reps to checkout with Resolve on behalf of a customer. The following guide details how to place draft orders and checkout with the sales-rep flow using Shopify.

Requirements

Ensure you have the following:

• Your Resolve merchant account login credentials

• Access to your Shopify admin dashboard

See Adding and removing team members for detailed steps on inviting more team members to your Resolve account

1. Create a Draft Order

1. From your Shopify admin dashboard, select Orders > Drafts

2. Select Create order

3. Add products to the order and select a customer

4. Once you've added products, the customer, and any applicable discounts or shipping fees, select the Share button

5. Select Copy link and paste the URL into a new tab or window

2. Sales-Rep Checkout

1. From Shopify Checkout, select Pay with net terms > Pay now

2. Enter your Resolve Merchant credentials and select Sign In

3. Search for the Resolve customer you intend to place the order for

4. Select a payment option and select Save & next

5. To complete the order, select Confirm purchase

6. You will then be redirected to the Shopify order confirmation page

Once signed in, you can select a customer to place the order under

Your customer will receive an order confirmation from Shopify and a separate Resolve invoice once the order is fulfilled. If you've enabled payments to capture automatically at checkout, then they will receive the Resolve invoice immediately.