Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

How to Set Up Sales Reps to Order on Behalf of Their Fishbowl Customers

Sync your Fishbowl salesperson assignments to the website so sales reps can log in and order for the customers they manage

When you'd need this

The Kinein Sales Rep feature extends Fishbowl's salesperson-to-customer assignments to your Kinein website — no duplicate setup required. Once configured, sales reps can log in, view only their assigned customer accounts, and place orders on those customers' behalf, including customer-specific pricing.

How it works

Kinein reads the salesperson assigned to each customer account in Fishbowl and creates the same association on the website. It links your sales rep to their Fishbowl username — so once the sales rep's website account is set up with that username as their Salesperson Code, every customer that lists them as a salesperson in Fishbowl will appear under their account after the next sync.

The reps then log in like any other customer would. But instead of just seeing their own account, they'll see an "Order on Behalf of My Customers" option, which lists every account they're the salesperson for.

How to Set It Up

The video below walks through the full setup, or follow the written steps underneath.

 

Step 1: Create the Sales Rep as a Customer on Your Website

  1. Log into the admin panel of your website.
  2. Click Add Customer in the upper left.
  3. Enter the sales rep's information - name, email address, company name (this can be your own company name), and any other required fields.
  4. Leave the account number blank. Unlike your regular customer accounts, sales reps don't need one - unless the rep also has their own personal account that they'd place orders against in Fishbowl. Most of the time, this stays empty.

Step 2: Configure the Sales Rep-Specific Fields

This is the part that's easy to miss - two fields matter here:

  1. Set the Customer Type to "Sales Rep." This is what tells the website to treat this account differently from a regular customer.
  2. Skip the Salesperson field. Don't fill this one in.
  3. Set the Salesperson Code to their Fishbowl username. This is the crucial link. Head to Fishbowl > Setup > User, find the sales rep, and copy their username exactly. Paste that into the Salesperson Code field on the website.

Step 3: Finish Creating the Account

  1. Approve the customer account.
  2. Set an initial password (you can generate one or set your own).
  3. Save the account.
  4. Share the login credentials with the sales rep — send them their email address and initial password so they can access the website once setup is complete.

Step 4: Run a Sync

Once the sales rep account exists on the website, you need to run a sync so Kinein can pull the customer-salesperson associations from Fishbowl.

  1. In the admin panel, click Status.
  2. Click Sync Now.
  3. Wait for the sync to finish.

After the sync completes, if you open any customer account in the admin panel that has this rep set as their salesperson in Fishbowl, you'll see the rep's name automatically populated in the Salesperson field on the customer record. No manual assignment needed - it all pulls from Fishbowl.

Step 5: How the Sales Rep Uses It

Once setup is complete and the sync has run, the sales rep logs into the website the same way any customer would — using the credentials you created for them. They will see a new option: Order on Behalf of My Customers. Clicking it shows them only the customers they are assigned to in Fishbowl.

From there, they can pick a customer, browse the site as that customer (seeing that customer's specific pricing), and place orders that write back into Fishbowl against that customer's account. When they're done, they click Stop Ordering to return to their own account, and can jump into another customer's account from there.

Things to watch for

  • Salesperson Code must be the Fishbowl username — not the rep's display name or email. This is the most common mistake. Go to Setup > User in Fishbowl to copy the exact username.
  • Leave the "Salesperson" field blank; use "Salesperson Code" instead. These are two different fields that look similar. Only the Salesperson Code field creates the sync link.
  • A sync must run before associations populate. Newly created sales reps won't link to their customers until the next sync runs. To run one immediately, go to the admin panel, click Status, then click Sync Now.
  • Leave the account number blank for sales reps. Only fill this in if the rep also has their own personal Fishbowl account for placing orders.
  • New customers are associated automatically after the next sync. As new customer accounts are added in Fishbowl with this rep as their salesperson, they appear under the rep's login automatically — no extra setup needed.

Still Stuck?

If associations aren't populating after a sync, or the sales rep isn't seeing their customers after logging in, first verify that the Salesperson Code on the website exactly matches the username in Fishbowl — this is the most common cause. If the issue persists, contact us at support@kinein.com and we'll help you sort it out.