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Compatible WithCommunity: 1.5 - 1.9.2, Enterprise: 1.12 - 1.14.2

Features

Magento Sales Representative Extension

Monitor orders by sales representative

Extension adds a sales representative column to the Magento order grid. Assign sales representatives to track sales and performance.
Assign sales reps to Magento orders

Assign sales reps to an order

Specify a sales representative when creating an order or to an existing order.
Choose a Sales Rep Color for Magento

Assign colors for your sales team

Easily assign a specific color for each sales representative. This color will be visible on the orders page.
Add New Magento Sales Representative

Add new sales representatives

Add new sales representatives by creating a new user in your Magento Admin Panel.
Assign Magento Products to Sales Rep

Assign products to sales representatives

In addition to assigning sales representatives to orders, you can also assign them to individual products. If all products in an order are assigned to one sales rep, the order will be assigned to that rep (optional).
Assign Sales Representative By Customer

Assign sales reps to specific customers

Assign customers to a specific sales representative.
Magento Sales Representative Reports

Generate reports by salesman

Track orders and products per sales representatives! Generate and email reports for orders and products assigned to a representative.
Generate Reports by Products Sold by Sales Rep

Generate reports by products

See which products each sales rep has sold during a specified period of time.

Admin Features

Configure Magento Sales Representative Extension

1. Representative configurations

  • Enable the sales rep column in the order's grid
  • Specify which Magento admin users will not see sales rep column
  • Control if assigned sales reps can be changed for orders
  • Restrict managing an order's rep to specific Admin user roles
 
Settings for Sales Reps & Magento Orders

2. Backend order configuration

  • Choose sales representative when placing an order in Magento Admin
  • You can assign sales reps either manually or automatically

3. Create order by customer

  • Choose to automatically assign orders to sales rep if all products within the order are assigned to a specific sales rep or if the customer's account is assigned to a sales rep.

4. Email configurations

  • Select the email template used to notify sales reps of a new order
 
Manage Magento Sales Rep

5. Managing sales representative accounts

  • Displays Magento Admin username
  • Choose what name and color to use on the order grid (optional)
  • Control email notifications per representative

6. Product & order rate

  • For each sales rep, you can control the percent sales commission for products and orders.
 
Magento Sales Rep Emailed Reports

7. Configure performance reports

  • Send daily, weekly, and monthly performance reports to each sales rep. This feature requires a cron to be setup (not included with extension)

8. Sales rep customer settings

  • Control customer limitations for sales rep
 
Manage Products for Each Magento Sales Rep

9. Assign products to sales rep

  • Select which products are assigned to the sales rep
 
Manage Customers Assigned to Magento Sales Representative

10. Assign customer accounts to sales rep

  • Select which customers are assigned to the sales rep
 
PRODUCT Q&A
Have a question about this product? Post a question below or review questions submitted by other merchants.
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Can you assign different rates to each product or is the rate the same for all products?
 Asked
 · 
 Guest
0
votes
A:
Hi, Bart! You can assign the rate per product. In order to do it, please go to Magento Admin Panel 🠂 Sales 🠂 Sales Representative, click on the desired account, open "Products" tab and adjust it.
  Answered
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 Guest
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How can you assign an order already placed to a certain sales representative? How can you reassign an Order to a different sales representative when it was already assigned to another representative? This feature seems to me very basic that this extension should have. I bought it just for that feature but I don't see how to do it. PLEASE HELP, this is urgent to me.
 Asked
 · 
 Guest
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votes
A:
Hi Leo, In order to assign the order already placed please go to order page, click on N/A link at "Sales Representative" text in the top left block on the page, selected the desired person, and save the changes. You can reassign the order in similar way - go to order page, click on the link with Sales Rep's name at "Sales Representative" text in the top left block on the page, selected the desired person, and save the changes. If you can't do it - please make sure that extension is set in proper way. "Disable Ability to Change Sales Rep" should be set to "No" and "Restrict Editing to Specific User Role" should contain the name of your role. More information about the extension settings you can find in the user guide.
  Answered
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 Guest
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How do you assign a SR to a certain product from a certain suppliers? Because I'm using multi-suppliers for same products. I see that you can assign products to SR and you can assign SR to suppliers. But can you assign SR to a product which belongs to a certain supplier?
 Asked
 · 
 Guest
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votes
A:
Hi Natalie, the most our Sales Representative solution can do is assign specific products to your sales representatives. In this case, if a product is purchased then the assigned representative will receive the commission you have specified.
  Answered
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How do you assign different commission % to different products. For example, Item A commission % is 10% and Item B commission % is 15%?
 Asked
 · 
 Guest
0
votes
A:
Hi Joe, in order to assign commision for product sales, please go to Orders → Sales Representative, click on the desired sales rep, navigate to the "Products" tab, assign the required products to the sales rep and set commission value in the "Rate" column.
  Answered
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 Guest
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Is this open source, with no obfuscated code. so I can modify it to my needs?
 Asked
 · 
 Guest
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votes
A:
Hi Pawel, yes the Sales Representative extension is open source so you are more than welcome to make any modifications needed.
  Answered
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Can you limit a sales rep to only view their assigned customers?
 Asked
 · 
 Guest
0
votes
A:
Hi Suzy, yes you are able to limit a sales representative to view orders only for the accounts assigned to them.
  Answered
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 Guest
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I have a few questions :- 1. I would like my Sales Rep to be able to place orders from customer's behalf ? Possible ? How 2. I would like my Sales rep to see his accounts and orders only. 3. I would like to set commission based on the price of the product solt e.g if a phone is sold at $100 the commission should $5 if sold between 95-99 , the commission should be $3. Possible ?
 Asked
 · 
 Guest
0
votes
A:
Hi Yasir, thank you for providing these excellent questions! 1. Yes, the your sales representatives will be able to create orders for their customer accounts in the Magento admin. Each sales rep is a Magento admin user so as long as their role allows for them to create orders then this will be achievable for them. 2. You can limit your sales representatives to view only their customer accounts and orders by adjusting the permission settings in their sales rep profile. We have settings called "Limit by Customer" and "Limit in Grid". 3. You do have the option to assign commission per product (one commission for phones at $100 and another - for cheaper) and by orders placed by customer accounts.
  Answered
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C:
Yes, you can go to Magento Admin Panel → Reports → Sales Representative and generate the report per sales representative from here.
  Commented
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C:
How do i pull a report for commission earned by a Sales Rep ? Is it possible using this extension ?
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how to register new sales rep
 Asked
 · 
 Guest
0
votes
A:
Hi Jeremy, glad to hear our documentation assisted you with this. For future reference, if you would like to add a new sales representative then create a new user in your Magento Admin Panel. If you don't want this user to access all the functions of Magento, then you can limit their access by creating a roles / permissions. If you need assistance with this then please let us know.
  Answered
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 Guest
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A:
I got it in the document.
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We will Use Magento to Sell a product that is charged every month. Is It possible to do this with you Extension together?
 Asked
 · 
 Guest
0
votes
A:
Leonardo, if you plan on using our sales representative extension to assign commission for the products recurring sell each month then this should work well. In the extension, you will need to either assign a specific product to a sales representative or a customer account to a sales representative. If the product is purchased or if the customer places an order then the sales representative will receive the specified commission.
  Answered
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 Guest
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is there a way to assign a sales rep to a coupon? so say a customer comes to the site and uses a specific coupon it automatically links that customer to a specific sales rep?
 Asked
 · 
 Guest
0
votes
A:
Hi Kyle, currently you can only assign a product or customer account to a specific sales representative. It is possible to modify the extension to operate based on coupon / discount codes. If you would like our assistance in making this modification then please let us know.
  Answered
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how does a sales rep place an order for a customer?
 Asked
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votes
A:
Hi Matt, in this case, the sales rep would log into the Magento admin panel and create a new order. If needed, you can create a new user role called 'Sales Rep' and restrict access to specific areas in the admin panel such as store configuration.
  Answered
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C:
Hi Folu, yes limitations to customer and order visibility can be managed per sales representative.
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C:
Will the Sales Rep be limited to only those customers assigned to him/her? Also will there be an order/customer grid showing only the orders/customers the sales rep is servicing?
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Requested Features
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Request
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C:
Hi Cindy, to assign a customer account to a sales representative, go to Magento Admin Panel → Sales → Sales Representative, click on the Sales Representative, go to the "Customers" tab and select the customer account and save your changes.
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Requested 8 months ago  Verified Buyer
Hi there, will this extension be available anytime soon for magento 2?
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C:
Hi Daniel, thank you for your interest in the Magento 2 version of our Sales Representative extension. This extension will be built as a feature of our B2B Suite for Magento 2 this year. It will provide the similar functionality but allow the sales representative to submit orders on behalf of customers from your store instead of the Magento admin panel.
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Suzy Requested 6 months ago  Guest 1 Comment
Can you please email back if that is possible and/or if you would be available for hire to do so?
C:
Hi Suzy, the Sales Representative extension has the setting to limit sales reps to view only orders for the customer accounts assigned to them.
Commented   Admin
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Reviews
4reviews
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This was an easy to install extension. I had it up and running and configured in under 30 mins!
Reviewed 2 months ago Verified Buyer
was easy to use and saved me valuable time
Reviewed 2 years ago Guest
extension installed with no problems, and works great
Reviewed 3 years ago Guest
Great extension. Having reports for each of our sales reps has been a much needed feature on our site.
Reviewed 3 years ago Guest
$89