Representatives (Suppliers, Distributors, and Manufacturers)

The main focus of a Representatives's purpose in Jellyfish, is to handle orders from retail accounts.  Reps must have their user added to a customer's profile before they will see the customer under "Sites" from their Main Menu. 

When logging into Jellyfish, Representatives of Distributors / Supplier accounts will see the below page as the "Home Screen"

The Jellyfish user can easily click on any of the boxes shown above to direct them to that particular part of Jellyfish.

The Representative can also click on the Menu Bar which will pull up the Full Menu. 

 

Since Administrators and Sale Managers can also be Representatives (this is a setting in the user, to see how to edit this setting, see this article), they also have access to the mobile application. 

When an Admin or Manager who is also a Representative login using the mobile app, the "Member Type" will still reflect their primary role, as shown above. 

Main Menu Links:

Sites

Item Catalogs

Orders

Messages

Reports