You’re a Sales rep — where to begin
You work orders that are assigned to you — calling customers, confirming orders, and moving them forward. This is the default role for anyone invited to EcommOS.What you can do
- See and work your own assigned orders.
- Create manual orders (for customers who call or message you directly).
- Move your orders through status:
New,Confirmed,Rescheduled,Could not reach,Cancelled. - Add notes to orders.
- View products and your own dashboard.
What you can’t do
- You can’t see other reps’ orders, or the unassigned pool.
- You can’t reassign orders, manage staff, touch inventory, or see finance.
Where to begin
- Open your queue. Go to Work the order queue — it defaults to your assigned orders only.
- Learn the statuses. Read Create and handle your first order for what each status means and when to use it.
- Turn on notifications. New orders get assigned to you automatically. Without a push token registered, you won’t get an alert — see Notifications and queue configuration.
- Use the shortcuts. Every order has one-tap Call and WhatsApp buttons, plus Copy order text for a ready-made WhatsApp summary. You shouldn’t need to retype customer details.
What good looks like
Every new order gets a contact attempt the same day. Only move an order toConfirmed once the customer has actually confirmed they’ll receive and pay on delivery — that status is what hands the order off to dispatch, so treat it as a promise, not a guess.