# Sales Rep Guide

This guide is for internal sales representatives who use <code class="expression">space.vars.productName</code> to place orders on behalf of customers, manage accounts, and track their activity. As a Sales Rep, you work across multiple customers and need fast access to the catalog, order entry, and customer history.

## What You Can Do

* Place orders on behalf of customers
* Browse and search the product catalog
* Look up customer accounts and order history
* Create new customer records
* View and manage open estimates and quotes
* Access your sales activity reports

***

## Your Sidebar at a Glance

| Menu Item           | What It's For                                                        |
| ------------------- | -------------------------------------------------------------------- |
| **Dashboard**       | Home screen with your recent activity and quick actions              |
| **Place Order**     | Order entry — select a customer and process an order on their behalf |
| **Catalog**         | Browse products, check availability and pricing                      |
| **Customers List**  | Search and manage customer accounts                                  |
| **Create Customer** | Add a new customer during or before an order                         |
| **Estimates**       | Create and manage quotes for customers                               |
| **Order History**   | View all orders placed under your accounts                           |
| **Reports**         | Your sales performance and activity data                             |

> Your sidebar may vary based on your admin's configuration.

***

## Placing an Order on Behalf of a Customer

As a Sales Rep, every order you place must be linked to a customer.

1. Go to **Place Order**
2. In the customer field, search by name, company, or email and select the correct account
3. The catalog and pricing update to reflect that customer's assigned rates and catalog
4. Add items to the order
5. Confirm the delivery address — use the customer's default or enter a new one
6. Review the summary and submit

The order is created under the customer's account in NetSuite. They can see it in their own portal if they have access.

***

## Creating a New Customer

If you are working with a customer not yet in the system:

1. Go to **Create Customer** (or use the inline create link in the Place Order form)
2. Fill in the required fields — company name, contact name, email, and address
3. Save the record
4. The new customer is immediately available to attach to an order

New customer records created here are full NetSuite records. Your admin may need to assign a price level or catalog to the account before the customer can access their own portal.

***

## Working with Estimates

Estimates (also called quotes) let you put together a proposed order for a customer before it is confirmed.

1. Go to **Estimates**
2. Click **New Estimate**
3. Select the customer and add line items
4. Save and share the estimate reference with the customer
5. When the customer approves, convert the estimate to an order from the Estimate View

Open estimates are listed in the **Estimates List** — check here regularly for quotes awaiting customer approval.

***

## Reviewing Your Sales Performance

Go to **Reports** to see your own activity:

* **Orders placed** — total count and value for the current period
* **Top customers** — which accounts you have been most active with
* **Open estimates** — quotes that have not yet converted

Use this to prepare for check-ins with your manager or to identify customers who have gone quiet.

***

## Tips for Speed

* Use the **barcode scanner** in Place Order if your device has one — faster than typing item names for large orders
* **Save a draft** if you need to step away mid-order — go to the draft from your Dashboard or Order History
* Use **Reorder** on a previous order to quickly recreate a repeat purchase — saves re-entering every line item

***

## Related Pages

* [Creating Orders](/end-user-guide/browsing-the-catalog/creating-orders.md)
* [Saving Drafts](/end-user-guide/browsing-the-catalog/saving-drafts.md)
* [Finding Products](/end-user-guide/browsing-the-catalog/finding-products.md)
* [Order History](/end-user-guide/browsing-the-catalog/order-history.md)
* [Returns & Reorders](/end-user-guide/browsing-the-catalog/returns-and-reorders.md)


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