Extension adds a sales representative column to the Magento order grid. Assign sales representatives to track sales and performance.
Specify a sales representative when creating an order or to an existing order.
Easily assign a specific color for each sales representative. This color will be visible on the orders page.
Add new sales representatives by creating a new user in your Magento Admin Panel.
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 customers to a specific sales representative.
Track orders and products per sales representatives! Generate and email reports for orders and products assigned to a representative.
See which products each sales rep has sold during a specified period of time.
Activate the sales representative solution and control if you plan to show a sale rep label to each order then which admin users can view these labels. You can adjust if the sales rep for an order can be changed.
For orders created manually in Magento, choose whether the sales rep must be identified when creating the order. You may also manually or automatically assign reps to an order.
For orders create by customers on your site, 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
Select the email template used to notify sales reps of a new order.
For each sales rep you can control:
Send daily, weekly, and monthly performance reports to each sales rep. This feature requires a cron to be setup (not included with extension).
Control whether the sales rep will be limited to specific customer accounts. If limited to specific accounts then determine which information for those accounts the rep can view.
Select which products are assigned to the sales rep.
Select which customers are assigned to the sales rep.