{"templateId":"markdown","sharedDataIds":{"sidebar":"sidebar-guides/sidebars.yaml"},"props":{"metadata":{"markdoc":{"tagList":[]},"type":"markdown"},"seo":{"title":"Sales-Rep Guide","llmstxt":{"hide":false,"sections":[{"title":"Table of contents","includeFiles":["**/*"],"excludeFiles":[]}],"excludeFiles":[]}},"dynamicMarkdocComponents":[],"compilationErrors":[],"ast":{"$$mdtype":"Tag","name":"article","attributes":{},"children":[{"$$mdtype":"Tag","name":"Heading","attributes":{"level":1,"id":"sales-rep-guide","__idx":0},"children":["Sales-Rep Guide"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Resolve's eCommerce checkout now supports a sales-rep checkout flow, allowing your sales reps to checkout with Resolve on behalf of a customer. The following guide details how to place draft orders and checkout with the sales-rep flow using Shopify."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"requirements","__idx":1},"children":["Requirements"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Ensure you have the following:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Your Resolve merchant account login credentials"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Access to your Shopify admin dashboard"]}]},{"$$mdtype":"Tag","name":"blockquote","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Note:"]}," See ",{"$$mdtype":"Tag","name":"a","attributes":{"href":"https://help.resolvepay.com/hc/en-us/articles/5609481535380-Adding-and-removing-team-members"},"children":["Adding and removing team members"]}," for detailed steps on inviting more team members to your Resolve account."]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"1-create-a-draft-order","__idx":2},"children":["1. Create a Draft Order"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["From your Shopify admin dashboard, select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Orders > Drafts"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Create order"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Add products to the order and select a customer"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Once you've added products, the customer, and any applicable discounts or shipping fees, select the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Share"]}," button"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Copy link"]}," and paste the URL into a new tab or window"]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"img","attributes":{"src":"/assets/shopify-sales-rep-draft-order-share.7b333abb2c17a8780804ec60a15262d916f3dc7c0df63a62d74191876aabde54.9bb1daa4.png","alt":"Share button in Shopify draft order interface"},"children":[]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"2-sales-rep-checkout","__idx":3},"children":["2. Sales-Rep Checkout"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["From Shopify Checkout, select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Pay with net terms > Pay now"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Enter your Resolve Merchant credentials and select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Sign In"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Search for the Resolve customer you intend to place the order for"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select a payment option and select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Save & next"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["To complete the order, select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Confirm purchase"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["You will then be redirected to the Shopify order confirmation page"]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"img","attributes":{"src":"/assets/shopify-sales-rep-customer-select.6b9153be81ac806975ce2b53389fac0af31c94221caa043d0b7ae1e79a60f8c5.9bb1daa4.png","alt":"Once signed in, you can select a customer to place the order under"},"children":[]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["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."]}]},"headings":[{"value":"Sales-Rep Guide","id":"sales-rep-guide","depth":1},{"value":"Requirements","id":"requirements","depth":2},{"value":"1. Create a Draft Order","id":"1-create-a-draft-order","depth":2},{"value":"2. Sales-Rep Checkout","id":"2-sales-rep-checkout","depth":2}],"frontmatter":{"seo":{"title":"Sales-Rep Guide"}},"lastModified":"2026-03-09T16:15:15.000Z","pagePropGetterError":{"message":"","name":""}},"slug":"/guides/shopify-sales-rep","userData":{"isAuthenticated":false,"teams":["anonymous"]},"isPublic":true}