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
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