Sales Representative Tracking

SKU
salesrep
In stock
$89
$89

PRODUCT Q&A
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can your software automatically assign a rep to an order based on the State or Country of the order?
 Asked
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A:
Hi Rick, currently the extension only automates the sales rep assigned to the order based on the customer or product being purchased. It is possible though to extend the logic to support state or country recognition.
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Is it possible to set commission rates based off total sales for the month as opposed to products.? And, if so, can we set tiered commision?
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Can you have it where a rep can put order in their name but can't take order out of name? Only admin can. We use this extension and think reps might be taking orders out of their name once they realize it's a return.
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A:
Hi David, there is a setting to control whether or not sales reps can change the rep on the order: Configuration -> Sales Representatives -> Orders and Representatives -> Disable Ability to Change Sales Rep (set to yes)
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Is the theme provided with this extension or are we supposed to use our own theme?
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A:
Hi, Preethika! The extension doesn't include the theme.
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C:
Preethika, the extension doesn't affect the frontend, so there is no need to adjust it to the specific theme.
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C:
Thanks for the response. May I know if the extension fits any specific theme? Is there any recommended theme?
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Can the extension automatically populate sale representative information on orders that were placed prior to the installation of the module?
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A:
Hi, Kevin! At the moment the extension doesn't have this feature, however you may post a feature request. If you want to get it done soon on your installation, we can customize the extension, however that will require some paid support time. If you are interested - contact us at extensions@iwdagency.com
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Is it possible for a copy of every email sent to a customer be sent to the sales rep who placed the order?
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I think i found it. There's a "Notify user after order assigned" when managing sales reps. But Sales Reps are still not getting the order emails.
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A:
Hi! The extension can send an email to the Sales Rep once the order is assigned to him, so if the order was assigned automatically after creation, the Sales Rep will receive the message once the order is created.
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C:
The extension sends the email if the order was assigned to the customer automatically - it will not work if that was done manually. Please make sure to configure the assignment rules.
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Is there a particular setting required to enable this? I tried out the process you mentioned but the email was only sent to the customer's email address.
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Can you assign different rates to each product or is the rate the same for all products?
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A:
Hi, Bart! You can assign the rate per product. In order to do it, please go to Magento Admin Panel ๐Ÿ ‚ Sales ๐Ÿ ‚ Sales Representative, click on the desired account, open "Products" tab and adjust it.
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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.
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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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C:
Hi! The extension does not support this functionality, however we may customize the exetnsion to meet your needs. We will contact you via email soon.
  Commented
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C:
is there a way to do this through an update query or csv import. We currently thousands of orders we will like to update.
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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?
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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.
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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
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A:
Hi Joe, in order to assign commision for product sales, please go to Orders โ†’ 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.
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Is this open source, with no obfuscated code. so I can modify it to my needs?
 Asked
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A:
Hi Pawel, yes the Sales Representative extension is open source so you are more than welcome to make any modifications needed.
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Can you limit a sales rep to only view their assigned customers?
 Asked
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A:
Hi Suzy, yes you are able to limit a sales representative to view orders only for the accounts assigned to them.
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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
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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.
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C:
Yes, you can go to Magento Admin Panel โ†’ Reports โ†’ Sales Representative and generate the report per sales representative from here.
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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
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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.
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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
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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.
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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
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 Guest
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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.
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how does a sales rep place an order for a customer?
 Asked
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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
Want to request a new feature for this product? We are continually improving this product and value your feedback. Review requested features and vote for the ones that matter to you.
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C:
Hi Cindy, to assign a customer account to a sales representative, go to Magento Admin Panel โ†’ Sales โ†’ 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 1 year 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.
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 9 months ago Verified Buyer
was easy to use and saved me valuable time
Reviewed 3 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