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 12 12
    Simple and effective. Easy to learn. I use my website also for my sales reps, who knock on doors, so I needed to limit my reps to view only their customers and sales, create new customers and orders, invoice, charge, write comments, etc. in a simple way. As I want every sales rep to use the website, a NO learning curve would be ideal and this module complies with all my expectations. There was a small bug, customer groups would not display from manage customers, so customers could not be saved. I had immediate support from Amasty and the bug was fixed in no time. I recommend this module and the Amasty team. August 12, 2014
    Perfect Really Perfect in all things, very useful and typically as described and support is superior, i hope can work with amasty more and more .. till now i bought 4 extensions andworking as magic i bought extensions: colorswatch, salesrep, Product Lables and extended product grid. and all working perfectly also special greeting for my support developer Mr.Dzmitry Smolik for his fast and perfect work. May 5, 2014
    Support and extension of good The extension comes already full to download and easy to use. Excellent support, both in the responses, both in the willingness to make minor changes, also great for improving the availability extension to suit your needs. March 24, 2014
    Great Extension and superb support I bought this extension couple months ago and just have a chance to implement the extension. However, the extension was conflicted with another extension which worried me so much. I decided to contact Amasty team for support. They respond me so fast and the fix my problem immediately. Really great support and extension works as described. Thanks again Amasty team August 16, 2013
    Excellent Mod and Superb Support Functionality of this mod is as described... really helpful for a team environment when you have multiple admins entering phone orders for customers. a great way to get reports on sales from reps to calculate commissions to your reps and also to allow your sales reps to see their customers orders. Support from Amasty is excellent as well. I highly recommend this product and any others from Amasty - they are a top rate Magento extension producer! Thanks Amasty! May 17, 2013
    Thank you for services and support October 22, 2012
    The extension worked like a charm. Had some questions to clarify ... and the support team was very quick to respond. Would definitely recommend it. August 26, 2012
    Please help me out I finished the setup, and try to refresh the cache, error occurs, and when I tried to log in the admin, it shows the error August 14, 2012
    This module is time saver! I've installed it on customized 1.7 version and it works right out of the box. Thank you! June 25, 2012
    I installed the extension, followed the procedure carefully but the 'Sales Rep' user cant see orders from its sub users. Have contacted on support ticket and email several times. Reported the issue 3 days ago. Finally got a reply this morning but the support misunderstood the issue, i submitted another update requesting to carefully study the problem description. Its been all day and not reply from support. Have I wasted my money? May 2, 2012
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    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
    -
    1 year, 4 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
    -
    1 year, 1 month 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
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    1 year 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
    -
    1 year ago
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