Company and location ownership
Set a default representative for a B2B company and a different primary representative for an individual location when needed.
ScopoB2B Sales Rep Hub
Shopify B2B sales workflows
A Shopify sales rep app for B2B ownership and attribution.
Assign Shopify B2B companies and locations to connected staff reps, attribute new orders and draft orders, and give reps and managers focused views of the work Scopo tracks.
See pricing and compatibility on the Shopify App Store. Read the short setup guide →
Available on ShopifyFrom Shop Sappers
Available on ShopifyB2B Sales Rep Hub
ShopSappers supportSetup and theme questions
The job it handles
Keep sales ownership visible inside the Shopify B2B workflow.
Shopify provides B2B company records, locations, staff roles, orders, and draft orders. Scopo adds a focused layer for rep assignment, order attribution, and day-to-day sales visibility around those records.
New-order attribution
Attribute new orders and draft orders from the ownership available when each record is created.
A focused rep dashboard
Let a connected staff representative review assigned accounts, open drafts, recent activity, orders, outstanding value, and collected revenue.
A manager overview
Review team-level orders, revenue, outstanding value, representative activity, and the open-draft pipeline.
Product views
See the Scopo workflow.
See how the app fits into the merchant workflow.
Features
What Scopo helps you do.
The core tools for this workflow, in one focused app.
- B2B company and company-location assignment
- Location assignment priority over a company default
- Attribution for new orders and draft orders
- Connected Shopify staff representative dashboard
- Admin overview for team-level visibility
- Attribution source and date on sales records
- 01
Connect
Each sales representative opens Scopo once with their Shopify staff account.
- 02
Assign
The store owner assigns a company default or a location-level primary representative.
- 03
Attribute
Scopo attributes new orders and draft orders from the ownership available at creation.
- 04
Review
Representatives use their focused dashboard while the owner reviews the team overview.
Fit and boundaries
Best suited to Shopify B2B teams that use staff accounts for sales reps.
Scopo is intentionally focused on account ownership, attribution, and visibility around Shopify B2B companies and locations. It is a fit when that is the job your team needs to make clearer.
Important before installing
- Scopo does not backfill historical orders or rewrite attribution after an ownership change.
- It is not currently a commission-calculation or commission-payout app.
- It does not provide a standalone external representative portal or an order-approval workflow.
Workflow discovery
Have a B2B sales workflow beyond Scopo?
We are also interested in how Shopify B2B teams handle commissions, approvals, external representatives, and adjacent sales workflows. If one of these is slowing the team down, tell us how it works today.
Discuss the workflowQuestions, answered
Scopo FAQ
Who is Scopo for?
Scopo is for Shopify B2B merchants that use Shopify staff accounts for sales representatives and need a focused way to manage company or location ownership, new-order attribution, and team visibility.
How does a sales representative become available for assignment?
The representative opens Scopo once with their Shopify staff account. The store account owner can then select that connected staff member from the Scopo assignment block.
Where are companies and locations assigned?
Open a Shopify B2B Company or Company Location and add the Scopo: Rep assignment block. A company can have a default representative, while an individual location can have its own primary representative.
Which assignment wins when a company and location are different?
The Company Location assignment takes priority over the Company default. For a draft order without either assignment, Scopo can use the connected draft creator as a fallback.
Does Scopo attribute draft orders?
Yes. Scopo attributes new orders and draft orders when they are created, based on the ownership information available at that time.
Does a new assignment change old orders?
No. Scopo preserves the attribution already stored on a sales record. Assignment changes apply to new orders and draft orders going forward, and historical records are not automatically backfilled.
What can a sales representative see?
The Rep Dashboard includes assigned accounts, open drafts, recent activity, orders, outstanding value, and collected revenue for the work connected to that representative.
What can the store owner see?
Admin Overview provides team-level views of orders, revenue, outstanding value, representative performance, and the open-draft pipeline.
Does Scopo calculate sales commissions?
No. Commission calculation and payout are not current Scopo capabilities. If commissions are the main requirement, do not install Scopo on the assumption that it handles them.
Scopo on Shopify
Review Scopo on the Shopify App Store.
Visit the listing for pricing, plan details, compatibility, and installation.