Docs
Guides for my Shopify apps: setup, day-to-day use, and the concepts behind them.
Getting Started with Saal: Sales Agent
Install the app, appoint your first sales agent, and place an order in a customer's name — start to finish in about ten minutes.
Adding the App Blocks to Your Theme
The session bar and customer selector are theme blocks. Here is how to add them, where to place them, and why nothing appears afterwards.
Creating and Managing Sales Agents
Who can be a sales agent, how to appoint one, and what changes for that person once you do.
Permissions: Controlling Which Customers an Agent Can Act For
Allow everyone, or restrict by customer, company or tag — how the four permission modes work and which to use for territories and account lists.
How to Place an Order for a Customer
A guide for sales reps: how to start a session, order in a customer's name, and finish correctly. No admin access needed.
How Orders Are Assigned to the Right Customer
Orders placed by an agent are moved onto the customer's account moments after checkout. Here is how that works and what to do if one is missed.
Consent Records and the Audit Trail
What the app records when an agent acts for a customer, where it is stored, and how to use it when someone asks who placed an order.
Shopify Plus and Other Plans: What Differs
The app works on every Shopify plan, but the checkout flow differs. Here is what each one does and why.
Plans, Trial and Billing
How the trial works, what each plan includes, and how billing is handled through Shopify.
Troubleshooting and Common Questions
The problems that come up most often, in the order they usually happen, with the fix for each.