Field Reps
Merchants
A database of the merchants your reps deal with, including each merchant's data and location.
Updated 13 Aug 2026
Description
The Merchants page contains a full list of trade customers (shops, stores) that reps visit periodically to take orders or follow up, with contact details, geographic location, and the rep responsible for each merchant.
Page Components
- "Add New Merchant" button.
- A merchants table: name, area, assigned rep, last visit, last order.
- Setting the merchant's location on the map.
Steps
- Go to "Field Reps" then "Merchants".
- Click "Add New Merchant".
- Enter the shop name, address, phone number, and set the location on the map.
- Select the rep responsible for this merchant.
- Click "Save" so the merchant appears in the assigned rep's visit list.