Amasty

Sales Reps and Dealers by Amasty

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Assign customers to sales reps/dealers, so they can manage and create orders only for their customers © Amasty
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Overview

Sales Reps and Dealers by Amasty

Please find full description, live demo and user guide at Magento Sales Reps and Dealers module page

Amasty Info

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Efficient management of access to orders and customers.


You can divide customers between your sales representatives and dealers.

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:
  • View and edit only customers assigned to them.
  • See only orders placed by customers assigned to them.
  • Create orders from admin panel only for their customers.
  • Add new customers from admin panel. A customer created by an admin user will be automatically assigned to him or her.
  • Receive copies of order emails when new orders are created by customers assigned to them.
  • Assign their orders to other dealers, if allowed by admin.
  • Great for those who work with wholesale customers.

    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.

    Build great relationships with your sales representatives and dealers.


    '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 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.

    Tools to coordinate and control the work of sales representatives and dealers.


    You will be able to see the list of orders, placed by customers assigned to a user.

    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.

    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.

    Also the extension:


  • Is easy to use
  • Meets all Magento development practices
  • 100% Open Source
  • Is easy to install (takes just a couple minutes)
  • Also included


  • Professional 120-day free e-mail support, help and guidance
  • Risk free purchase, 2-week money back guarantee
  • Paid extension customization
  • Amasty Store

    Please visit the official Magento Sales Reps and Dealers module page to see the complete Change Log

    Extension Updates Log: Version 1.3.5 - June 25, 2013:
    - Display of dealer info to customers.
    - Ability to assign a dealer to multiple user groups.

    Version 1.3.3 - June 14, 2013:
    - Ability for admin to log in as customer from backend.

    Tags: wholesale extension, reseller extension, admin permissions, dealers, admin module, add admin user, create admin user
    Release Notes

    Assign customers to sales reps/dealers, so they can manage only their customers and create orders for them.

    2011-04-27 16:30:49
    • Version number: 1.0.0
    • Stability: Stable
    • Compatibility: 1.4, 1.4.1.1, 1.4.2, 1.5, 1.6

    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.

    Features:

    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:

     

    • .: View and edit only customers assigned to them
    • .: See only orders placed by customers assigned to them
    • .: Create orders from admin panel only for their customers
    • .: Add new customers from admin panel. A customer created by an admin user will be automatically assigned to him/her.

     

    ‘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.

     

    Also the extension:

    • .: meets all Magento development practices
    • .: is 100% Open Source
    • .: is easy to install (takes just a couple minutes)

     

    Additional services:

    • .: Professional 6-month free e-mail support, help and guidance
    • .: Risk free purchase, 2-week money back guarantee
    • .: Paid extension customization

     

    Extension home page: http://amasty.com/sales-reps-and-dealers.html


     

    You might be also interested in:


     

    Please email your questions and suggestions via http://amasty.com or send us a PM at Magento site. Feedback is absolutely welcome.

    Reviews

    About the Developer

    This extension was developed by and is supported by Amasty

    Sales Reps and Dealers by Amasty 5 5 11 11
    Had a few problems getting it to work properly, but Amasty responded to our support query and fixed the issue within an hour! It was not a problem with the extension, it was our Magento settings. September 14, 2011
    <<prev2
    Q&A
    (2 Questions : 2 Answers)

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    Avatar Image Url:: http://www.magentocommerce.com/images/avatars/uploads/avatar_268333
    Customer avatar
    I sell very expensive hair products so i was wondering if this extension would allow me to calculate a fixed amount to commission someone per item/order.

    If not, can it be coded?
    by
    mykkal
    -
    11 months ago
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    Answers

    Avatar Image Url:: http://www.magentocommerce.com/images/avatars/uploads/avatar_229241
    Customer avatar
    Answer: 
    Hi, mykkal!
    At the moment zou can assign personal dealer to each customer. You can see how many deals the dealer made and pay to dealer offline.
    by
    Amasty
    -
    9 months ago
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    1 answer

    Language setup

    Avatar Image Url:: http://www.magentocommerce.com/images/avatars/uploads/avatar_310345
    Customer avatar
    Hello,
    we just purchased your module. But need setup language for our sellers from different countries. Do you can modify this extension? This really help!
    Thank you so much.
    King regards,
    Daniel
    by
    OneWayCZ
    -
    8 months ago
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    Answers

    Avatar Image Url:: http://www.magentocommerce.com/images/avatars/uploads/avatar_229241
    Customer avatar
    Answer: 
    Hi!
    We will be happy to help you.
    Please contact our support team directly at http://amasty.com/support.html and provide all the details.
    by
    Amasty
    -
    7 months ago
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