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Please find full description, live demo and user guide at Magento Sales Reps and Dealers module page
The extension enables you to create admin roles which will allow you to assign customers to admin users.Admin users belonging to the roles will be able to:
You will be able to appoint a personal manager for each wholesale customer within Magento.New! Ability for admin to log in as a customer.
It is possible for admin users to login as customers by just clicking a button from the account of a customer in the backend.Customers can view dealer information.
You can show a block on front end, in which customers will see information about the dealers who process their orders, e.g. a small photo, name and contact data.NEW! Possibility to select dealers during registration
Enhance customer experience by enabling your clients to select dealers while they are getting registered.NEW!Customer group restriction for new orders
Now dealers and sales reps can assign orders they create only to the customer groups specified by the store administrator. This feature is extremely helpful for merchants who have different prices for different customer groups. Such a restriction prevents dealers from assigning orders to the inappropriate groups.
Admin users will be able to see only orders of customers assigned to them and will know exactly what orders they are responsible for. This will dramatically reduce confusion and misunderstanding between your staff members. It will significantly increase speed and quality of order processing as well.Your sales reps and dealers will trust you more and cooperate with you more willingly.
Now your dealers will know that nobody will be able to see and mess up their customers and orders - this will greatly improve your cooperation with sales reps and dealers.
And not just see, but also filter and sort. For example, if you pay commissions to sales reps and dealers based on complete orders, you will be able to filter out only completed orders.Search and sorting of orders by dealer.
The extension adds 'Dealer' column to the order grid. It is possible to filter and sort orders by dealers.It is possible to reassign dealers between orders.
At an order view page you can see to what dealer the order is assigned and when necessary assign the order to a different dealer.Email notifications when new dealer is assigned to an order.
You can setup email notifications for reassignment of dealers. If enabled, both the old and the new order dealer will receive notifications when an order dealer is changed.NEW!Nice looking email template
Use a renewed HTML email template to notify your store dealers about new orders made by customers assigned to them.You can assign sales reps and dealers to particular customer groups.
If you assign a dealer to certain groups, the dealer will be able to add customers only to these groups.
Please visit the official Magento Sales Reps and Dealers module page to see the complete Change LogExtension Updates Log: Version 1.3.8 - Dec 23, 2014
The extension lets you manage access permissions to orders and customers for admin users. Here’s how it works: you assign customers to admin users and after that the admin users can view and edit only customers assigned to them; they can view and process orders only of their customers; they can create orders from admin panel only for their customers. Also the admin users can create new customers, who are automatically assigned to them.
This solution is purposed not only for people who would like to divide customers between sales reps and dealers, it will also be great for those, who work with wholesale customers. You will be able to appoint a personal manager for each wholesale customer within Magento.
At the same time the extension gives you more control over order processing – now you will know who is responsible for what orders.
You can divide customers between your sales representatives/dealers.
The extension enables you to create an admin role which will allow you to assign customers to admin users.
Admin users belonging to the role will be able to:
‘Sales Reps and Dealers’ enables you to better organize processing of orders.
Admin users will be able to see only orders of customers assigned to them and will know exactly what orders they are responsible for. This will dramatically reduce confusion and misunderstanding between your staff members. It will significantly increase quality of order processing as well.
Your sales reps/dealers will trust you more and cooperate with you more willingly.
Now your dealers will know that nobody will be able to see and mess up their customers and orders – this will greatly improve your cooperation with sales reps/dealers.
The extension is compatible with our Handy Sales Tabs extension.
On ‘Product Orders’ tab admin users can see only orders placed by their customers.
Please email your questions and suggestions via http://amasty.com or send us a PM at Magento site. Feedback is absolutely welcome.
This extension was developed by and is supported by Amasty
The best place to start if you need help with a specific extension is to contact the developer. All Magento developers have both a contact email and a support email listed.
If you need support for a Magento platform, there are different options for support depending on which Magento platform you are using. Below are links for specific platforms.
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