Preparation
Before you start
Your store should use Shopify B2B Companies and Company Locations.
Each sales rep needs a Shopify staff account and must open Scopo once before appearing in the rep picker.
The store account owner controls rep assignments. Staff users can view attribution on orders and draft orders.
End-to-end setup
Quick setup
- 01
Connect the team
Ask each sales rep to open Scopo once from Shopify Admin. This connects their staff profile to the app.
- 02
Assign a company rep
Go to Customers → Companies, open a company, add and pin the “Scopo: Rep assignment” block, then choose the account rep.
- 03
Add location overrides when needed
Open an individual Company Location and assign a primary rep when that location should be owned by someone other than the company default.
- 04
Show attribution on sales records
On an Order or Draft Order page, add and pin the “Scopo: Sales Attribution” block to see the rep, attribution source, and attribution date.
- 05
Verify with a new order
Create a new order or draft order for an assigned B2B account and confirm it appears under the expected rep.
After launch
Daily use
For sales reps
Use the Rep Dashboard to review assigned accounts, open drafts, recent activity, orders, outstanding value, and collected revenue.
For store owners
Use Admin Overview to compare rep activity, attributed orders, revenue, and the open-draft pipeline.
For account changes
Change the rep from the Company or Company Location block before future orders are created.
Before you launch
Important notes
- Location-level ownership takes priority over the company default. When neither exists, Scopo can use the draft creator when that person is a connected rep.
- Attribution applies to new orders and draft orders after assignment. Existing historical records are not automatically backfilled.
- Once a record has been attributed, later ownership changes do not rewrite that historical attribution.
Common fixes
Troubleshooting
A rep is missing from the picker.
Ask that person to open Scopo once with their Shopify staff account, then reload the Company or Company Location page.
The Scopo block is not visible.
Use the page’s app-block controls to add and pin “Scopo: Rep assignment” or “Scopo: Sales Attribution”.
A new order has no attributed rep.
Confirm the Company or Company Location was assigned before the order was created and that the assigned rep has connected to Scopo.
Still stuck?
Send us the exact storefront context.
Include the app name, your `.myshopify.com` URL, theme name, affected page, and the steps needed to reproduce the issue.