Company defaults
Assign a default connected representative to a Shopify B2B company.
Shopify B2B sales teams
Sales rep management for Shopify B2B
Start with Shopify’s B2B sales-staff controls. Add Scopo when the team also needs a focused way to assign company ownership, attribute new orders and draft orders, and review sales records by representative.
The native foundation
Shopify B2B already includes sales-staff controls.
Shopify supports sales-staff roles, staff assignment to company locations, and restricted access to company records, orders, and draft orders. Scopo builds on that foundation with a more focused way to manage ownership and attribution.
Read Shopify’s sales-staff documentation
Scopo organizes ownership and attribution around connected staff representatives and provides focused rep and owner views.
Where Scopo fits
Add an ownership and attribution layer around the Shopify records.
Scopo is built for teams that need clearer account ownership and new-sales visibility.
Location ownership
Use a location-level primary representative when an individual location needs a different owner.
New-record attribution
Attribute new orders and draft orders from the ownership available when each record is created.
Focused views
Give connected reps a dashboard and the store owner a team-level overview of the records Scopo tracks.
Choose the right layer
Use Shopify and Scopo for the jobs each handles best.
Use Shopify’s native controls forSales-staff roles and permissionsCompany-location staff assignment and restricted recordsRead Shopify Help →
Use Scopo forFocused company and location ownershipNew-order attribution plus rep and owner viewsRead Scopo setup →
Use a different solution forCommission calculation or payoutsExternal rep portals, approvals, or historical backfillDiscuss an adjacent workflow →
A practical setup
Connect, assign, attribute, review.
The workflow stays inside Shopify Admin and uses Scopo app blocks and dashboards.
Read the Scopo quick-start guide- 01
Connect the representatives
Each sales rep opens Scopo once with their Shopify staff account.
- 02
Assign ownership
The store owner assigns a company default and location overrides where needed.
- 03
Create new sales records
Scopo stores attribution for new orders and draft orders from the available ownership.
- 04
Review the focused views
Representatives use Rep Dashboard and the owner uses Admin Overview.
Questions, answered
Shopify sales rep management FAQ
Does Shopify already support B2B sales staff?
Shopify’s B2B sales-staff controls can assign staff to company locations and restrict what assigned sales staff can view. Scopo adds a focused ownership, attribution, and visibility layer around the Shopify B2B records your team already uses.
What does Scopo add to sales rep management?
Scopo adds company and company-location representative assignments, attribution for new orders and draft orders, a focused dashboard for connected staff reps, and a team overview for the store owner.
Does Scopo calculate commissions?
No. Scopo does not calculate or pay commissions.
Can external sales representatives use Scopo without Shopify staff accounts?
No. Scopo works with connected Shopify staff accounts and does not provide a standalone external representative portal.
Does Scopo backfill historical orders?
No. Scopo attributes new orders and draft orders after the relevant ownership is in place. Later assignment changes do not rewrite attribution already stored on a record.
Adjacent B2B workflows
Need commissions, approvals, or an external-rep experience?
Those jobs need a different solution. Tell us about the Shopify setup, the people involved, and the exact handoff that needs to change.
Review selected B2B servicesShopify operations, made clearer
Evaluate Scopo against the sales-rep job you have today.
Explore the product, read the setup guide, or discuss an adjacent B2B workflow that needs a different approach.