Hello srteadb,
You could simply use the shortcode: [customer-form]
The customer form includes all the orders of a specific customer. So, if logged into your website, the customer should be able to access a table with all of their orders and their current status. If the customer is not yet logged in, there will be two fields to fill in to track the orders: customer ID number and customer e-mail (email field will only show if email confirmation is set to “User Entered”.
For the Sales reps, you could use the shortcode: [sales-rep-form]
This will allow a sales rep to see all orders assigned to them.
You could also use the shortcode: [tracking-form]
A tracking form is a form that contains two fields, the order number and the order email address. Upon submitting the form, the customer should be able to access the information concerning the particular order searched.
You could put these on separate pages or the same page.
Best regards,