Give your sales reps the ability to quote, check pricing, and order on behalf of any account.
Sales reps log in, select the customer account, and see exactly what that customer sees — contract pricing, available inventory, open orders. Place orders on their behalf, with full ERP accuracy and a complete audit trail.
Ideal for: Sales Directors, VP Sales, and Sales Operations leaders at B2B distributors, manufacturers, and wholesale businesses with field sales teams who need to place orders, check pricing, and manage accounts on behalf of customers.
The Challenge Your Team Faces
Sales reps cannot see customer contract pricing without calling customer service
A field sales representative calling on a customer account needs to know what price that customer will see when they order online or what price the rep can confirm in a conversation. In organizations where contract pricing lives exclusively in the ERP and the commerce platform shows only list prices to unauthenticated users, the rep has no self-service way to check the customer's price. They call the customer service team to ask, or they pull up the ERP on a desktop system that is not accessible from a mobile device in the field. This friction makes reps less effective in customer conversations: they cannot confidently quote prices, they cannot use the portal as a demonstration tool while visiting the customer, and they cannot place orders on the spot without creating a separate order entry request. CommerceWeave's sales rep role gives reps authenticated access to any assigned customer account's pricing, eliminating this dependency on customer service for pricing information.
Placing orders on behalf of customers creates transcription errors and delays
The dominant channel for rep-assisted ordering in mid-market B2B organizations is the phone or email order that the sales rep submits to an order entry team, who then transcribes it into the ERP. Each handoff introduces error potential: wrong SKU, transposed quantity, incorrect ship-to address, missing purchase order number. The order entry team is a capacity-constrained resource — during peak periods, rep-submitted orders may queue for hours before being entered. The customer does not receive an order confirmation until the ERP entry is complete. CommerceWeave's customer-on-behalf ordering gives the sales rep direct ERP order creation capability through the portal: the rep selects the customer account, builds the cart with the correct items and quantities at the customer's contract pricing, and submits the order directly to the ERP with a confirmation that both the rep and the customer receive immediately.
Reps cannot see customers' open orders, invoices, or account status
An effective sales call requires knowledge of the customer's current account status: what orders are open and in what fulfillment state, whether there are outstanding invoices affecting their credit availability, and what products they have been purchasing regularly. Without access to this information in a mobile-accessible portal, reps go into customer visits without the account context they need, or spend the first minutes of the visit pulling up information on a laptop via VPN to the ERP. CommerceWeave's customer-on-behalf mode gives the rep visibility into all of this information directly in the portal: open orders with ERP-accurate status, invoice history, credit availability, and order history by product — creating the account intelligence context the rep needs to have a productive customer conversation.
Rep-submitted quote requests have no digital structure or tracking
When a customer needs a quote for a large order — a project purchase, a seasonal stocking order, an unusual configuration — the sales rep typically collects the requirements during a customer visit and then either manually creates a quote in a spreadsheet, calls the pricing team, or submits an email to the internal quote team. There is no digital record of the quote request that is accessible to both the rep and the customer. The customer does not know the status of their quote. The rep has to follow up manually to check whether the quote has been prepared. When the quote is ready, the customer receives it by email and responds by email, creating a negotiation trail that has no structured record. CommerceWeave's quote workflow gives the rep the ability to submit a structured quote request on behalf of the customer account, with both parties able to see the quote status and the customer able to accept or request changes through the portal.
Rep ordering activity is not visible to sales management
When rep-assisted ordering happens via phone calls and email, sales management cannot see the volume and patterns of rep-assisted transactions without manually compiling reports from customer service or order entry. Which customers are reps actively ordering for? Which accounts show no recent rep-assisted activity? Are reps being used for routine reorders that should move to self-service, or are they providing value in complex, high-value transactions? CommerceWeave's rep ordering activity is recorded against the customer account order history with the rep identified as the submitter. This creates the reporting data that sales management needs to understand rep-assisted ordering patterns and redirect rep activity toward higher-value interactions.
How CommerceWeave Transforms Sales Rep Assisted Ordering
A sales team enabled with CommerceWeave's rep ordering capability moves from a workflow where every rep-assisted order requires an order entry intermediary to one where reps place orders directly through the portal with full ERP-accurate pricing and account context. Customer visits become more productive because the rep arrives knowing the customer's account status. Quote requests are digitally structured and trackable. Errors from transcription are eliminated. Sales management gains visibility into rep ordering activity across accounts.
What's Included
| Area | Turnkey | Customizable | Extensible |
|---|---|---|---|
| Customer-on-Behalf Ordering | Sales rep role with account selection and full portal access in the customer context | Accounts assignable to reps, rep-specific ordering limits, and territory configuration | After-hooks for CRM opportunity update and rep activity logging in external systems |
| Rep Pricing Access | Full contract pricing visibility for all assigned accounts when authenticated as rep | Rep price override bounds, discount authority levels, and pricing approval routing | Before-hooks for rep-specific promotional pricing and incentive program application |
| Account Visibility | Order history, open orders, invoices, and credit status visible in customer context | Visibility scope per rep role, account data display configuration, and filter presets | API integration with CRM for opportunity data and rep activity feeds |
| Rep-Submitted Quotes | Quote workflow accessible to rep in customer context with standard approval routing | Rep authority bounds for quote pricing, co-approval routing with pricing manager | After-hooks for CRM quote record creation and pipeline value update |
| Activity Reporting | Rep-submitted orders tracked in order history with rep identifier | Rep activity dashboard configuration and management reporting date ranges | Admin API export for CRM and BI integration of rep activity data |
| Turnkey = ships ready to use Customizable = configure without code Extensible = developer hooks available | |||
Key Platform Capabilities
B2B Account Portal & Role Management
View Feature →The sales rep role is defined within the account portal framework — customer-on-behalf access is a core role configuration capability
Contract Pricing & ERP Price Authority
View Feature →Real-time ERP pricing access for rep-selected customer accounts is the primary value proposition — reps can quote and order with confidence in the pricing they see
Quotes, Approvals & Order Workflows
View Feature →Rep-submitted quotes on behalf of customer accounts require the same approval workflow infrastructure as buyer-submitted quotes, with rep-specific approval authority bounds
Order Visibility & Fulfillment Tracking
View Feature →Account status visibility — open orders, invoices, credit — gives reps the account intelligence they need for productive customer conversations
Compatible ERP Integrations
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Frequently Asked Questions — Sales Rep Assisted Ordering
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