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

Amasty Info

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

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. If `Share Customer Accounts` is set as 'Global', you can choose a website to browse.

    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.

    Possibility to select dealers.

    Enhance customer experience by enabling your clients to select dealers while they are getting registered. There is also an option to allow clients to choose a dealer in the customer account.

    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.

    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.

    NEW!Manage the ‘Edit User’ and ‘Edit Customer’ pages easily.

    Dealer column is added to the Customers Grid `Manage Customers` tab on the `Edit User` page. If you often run into post_max_size error on this tab, just hide it to avoid the issue. New dealer name field is added to the `Personal Information` fieldset (`Customer View` tab) on the Edit Customer page. You can also change dealer for the customer on this page. `Account Information` tab now has a specific page to do so. NEW!Switch 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 also immediately notify your customers, that their orders are honored. Use {{var dealer}} variable in the order emails to let a client know, who will take care of the order.

    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.

    NEW! Save your time using mass actions.

    Assign customers to a dealer via mass action on the Customers Grid. This option and the dealer column which is now added to the grid, you can manage dealings in your store in an easy and convenient way. Besides, all new orders from guest or unassigned customers can now be handed to a specified default dealer. Ensure that new orders are immediately taken care of!

    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 1.4.2 - October 21, 2015
    – Allow customers to select a dealer in the customer account (optional).
    Version 1.4.0 - Sep 10, 2015
    – New Feature: ability to assign customers to a dealer via mass action on the Customers Grid.
    – New Feature: the Dealer column added to the Customer Grid.
    – New Feature: Default Dealer - all new orders will be assigned to this dealer except if a specific customer is already assigned to another dealer.
    – New Feature: ability to use {{var dealer}} variable in the order emails.
    – New Feature: ability to select website for Login as Customer feature, if `Share Customer Accounts` is Global.
    – New Feature: added Dealer column to the Customers Grid (`Manage Customers` tab) on the `Edit User` page (Backend).
    – New Feature: added dealer name to the `Personal Information` fieldset (`Customer View` tab) on the Edit Customer page (Backend).
    – New Feature: added ability to change dealer for customer on the `Account Information` tab of the Edit Customer page (Backend).
    – Ability to hide the `Manage Customers` tab on the `Edit User` page, it is not required tab, because mass assign was implemented (Reason: post_max_size).
    – Settings reorganization.
    – Fix for Login as Customer feature if `index.php` present in Magento Base URL.

    Version 1.3.8 - Dec 23, 2014
    – No rewrites, except required for EE.
    – Added customer group restriction on create new order.
    – Fixed filtering on the Reports tab.
    – New email template.
    – Translations file added.

    Version 1.3.7 - Aug 11, 2014
    – Possibility to select dealer during registration.

    Version 1.3.5 - June 27, 2014
    – Tested with latest Magento CE 1.9 release.

    Tags: wholesale extension, reseller extension, admin permissions, dealers, admin module, add admin user, create admin user
    M1 Extension Versions

    Sales Reps and Dealers change log

    2015-11-30 15:12:15
    • Version number: 1.4.3
    • Stability: Stable
    • Compatibility: 1.4, 1.4.1.1, 1.4.2, 1.5, 1.6, 1.6.1, 1.6.2.0, 1.7, 1.8, 1.8.1, 1.9, 1.9.1, 1.9.2
    Version 1.4.3 - November 06, 2015
    – Compatibility improvements

    Version 1.4.2 - October 21, 2015
    – Allow customers to select a dealer in the customer account (optional)

    Version 1.4.1 - October 12, 2015
    – Fix for recurring profiles
    – Fix for auto assign order created via backend

    Version 1.4.0 - September 10, 2015
    – New Feature: ability to assign customers to a dealer via mass action on the Customers Grid
    – New Feature: the Dealer column added to the Customer Grid
    – New Feature: Default Dealer - all new orders will be assigned to this dealer except if a specific customer is already assigned to another dealer
    – New Feature: ability to use {{var dealer}} variable in the order emails;
    – New Feature: ability to select website for Login as Customer feature, if `Share Customer Accounts` is Global;
    – New Feature: added Dealer column to the Customers Grid (`Manage Customers` tab) on the `Edit User` page (Backend);
    – New Feature: added dealer name to the `Personal Information` fieldset (`Customer View` tab) on the Edit Customer page (Backend);
    – New Feature: added ability to change dealer for customer on the `Account Information` tab of the Edit Customer page (Backend);
    – Ability to hide the `Manage Customers` tab on the `Edit User` page, it is not required tab, because mass assign was implemented (Reason: post_max_size);
    – Settings reorganization;
    – Fix for Login as Customer feature if `index.php` present in Magento Base URL;

    Version 1.3.10 - July 16, 2015
    – Separate node in ACL for the `Login as Customer` function;
    – Adding the `Login as Customer` button only for user with appropriate permissions;
    – Compatibility with Magento 1.9.2.0 security guidelines

    Version 1.3.9 - May 08, 2015
    – Ability to send delivery date reminder e-mail to appropriate sales rep (if have Delivery Date extension installed)
    – Login as Customer feature now works on Magento versions older than 1.5.0.1

    Version 1.3.8 - December 23, 2014
    – no rewrites, except required for EE;
    – added customer group restriction on create new order
    – fixed filtering on the Reports tab
    – new email template
    – translations file added

    Version 1.3.7 - August 11, 2014
    – Possibility to select dealer during registration

    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.

    Version 1.3.2 - August 15, 2012
    – Ability to set multiple roles as dealers.
    – Ability to allow dealers to assign orders to other dealers.

    Version 1.3.1 - June 25, 2012
    – Better EE compatibility.
    – Now the dealer-to-admin messages block is not displayed at the shipping page.

    Version 1.3.0 - April 10, 2012
    – Ability to reassign dealers.
    – Search and sorting of orders by dealer.
    – Email notifications when new dealer is assigned to an order.

    Version 1.2.3 - October 28, 2011
    – Admin has an option to assign a customer group to a dealer, so that the dealer can add customers only to the group.
    – Better 1.6.x Magento versions compatibility.
    – Bugfix.

    Version 1.2.0 - July 28, 2011
    – Possibility to send a copy of the order email to the sales rep/dealer, when new order is created by a customer assigned to him/her.
    – Bugfix and queries optimization.

    Version 1.1.0 - June 07, 2011
    – Possibility to view the list of orders placed by customers assigned to users.

    Sales Reps and Dealers change log

    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
    Extension release
    Q&A

    Add Dealer Name Column in Dealer Login

    When i login with admin in Sales-> Order(Dealer Column) will show all dealer with assign order. But when i login with Dealers login Sales-> Order(Dealer Column) not appear. how can i show this column in Dealers login.
    Asked by: vijay_9839
    Hi there, The module's functionality presupposes that only the admin user can see all dealers and all their orders. Therefore, you can't show the Dealers coumn to sales representatives. This is the core idea of the extension - to show delalers only those orders which are assigned to them. In case you want to make the Dealers column available for all dealers, please contact our support team. Regards, Amasty Team
    Answered by: Amasty
    Date published: 2016-12-31

    About Extension

    hiiiiiiii May i know in this extension how to give a permission to the dealer or sales reps to see all order which are allotted him or other.
    Asked by: vijay_9839
    Hello, Please open a page with a particular customer and assign the customer to the dealer you need. Once the customer is assigned the dealer will see all orders of this particular customer. Feel free to ask for more details or submit a ticker here https://amasty.com/contacts/ and our support managers will help you to properly set up extension settings. Best Regards, Amasty Team
    Answered by: Amasty
    Date published: 2016-12-24

    Is there a way for this extension to calculate fixed commissions per order?

    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?
    Asked by: mykkal
    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.
    Answered by: Amasty
    Date published: 2014-01-04

    what is different Sales Rep between Dealers ?

    Hi, May I know what is different Sales Rep between Dealers ? If every sales rep could see his own total orders incoming and bonas?
    Asked by: gerald0921
    Hi there, actually there is no difference between sales reps and dealers. For each particular sales rep/dealer you can create a special access in the Permissions tab, so that they will see only the orders placed by customers assigned to them.
    Answered by: Amasty
    Date published: 2015-03-07

    Language setup

    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
    Asked by: OneWayCZ
    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.
    Answered by: Amasty
    Date published: 2014-02-15

    I have an error while trying to create an order from the backend.

    AFTER I ran the compilation magento does not generate more orders and does not send emails by backend
    Asked by: Josilenny
    Hi there, please contact our support specialists at https://amasty.com/contacts/ and they will be glad to help you with this issue. Best Regards, Amasty Team
    Answered by: Amasty
    Date published: 2016-01-09
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    • clientName_magento
    Get Help

    Support for This Extension

    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.

    Magento Platform Support

    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.

    Reviews

    About the Developer

    This extension was developed by and is supported by Amasty

    Sales Reps and Dealers by Amasty is rated 2.8 out of 5 by 16.
    Rated out of 5 by from The extension worked like a charm. Had some questions to clarify ... and the support team was very quick to respond. Would definitely recommend it.
    Date published: 2012-08-27
    Rated out of 5 by from 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
    Date published: 2012-08-14
    Rated out of 5 by from This module is time saver! I've installed it on customized 1.7 version and it works right out of the box. Thank you!
    Date published: 2012-06-25
    Rated out of 5 by from 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?
    Date published: 2012-05-02
    Rated out of 5 by from Great Extension! However I realized sales reps can assign their customer to a different group by using customerGrid_massaction "Assign a customer group" on Manage Customers page. I would like sales reps to be able to manage and assign customers only to their respective group. Is there any way to disable 'assign a customer group' or does this require specialization?
    Date published: 2012-01-05
    Rated out of 5 by from 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.
    Date published: 2011-09-14
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    • cp_2, bvpage2n
    • co_hasreviews, tv_0, tr_16
    • loc_en_US, sid_8479, prod, sort_[SortEntry(order=FEATURED, direction=DESCENDING), SortEntry(order=SUBMISSION_TIME, direction=DESCENDING)]
    • clientName_magento

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