Overview
Back to topAheadworks Sales Representatives extension for Magento 2 allows assigning personal sales managers to orders. This solution helps to take service to a new level. Sales reps know their business well: they can provide detailed information about the products, advise on the benefits and promotions, and more. Such assistance is likely to increase sales performance.
Moreover, the extension becomes more personalized, as the Admin can display managers’ photos and contact details in the info block on the frontend. This individual approach wins over customers’ trust.
There are two ways to assign managers to orders: either manually, or automatically in compliance with their belonging to customer groups. Moreover, the Sales Representative extension makes it possible to provide a personal manager to a customer. The Admin can also restrict access to orders and customers for sales representatives to see only those store data they are assigned to.
Features
- Assign sales representatives to orders both manually or automatically
- Appoint a personal manager to a customer
- Display the Sales Representative info block in customer account
- Edit and update sales representatives in the grid on the Backend
- Set advanced permissions for the new role of a Sales Representative
- Send the order assignment email for sales representatives with links to assigned orders
- Send order confirmation email for customers with managers’ contact information
How it works
Creating Sales Representatives
To create a Sales Representative you should add a new user role which is configured just as usual. Then, in the Advanced Permission tab specify if the user will have access to Sales, Customers and Custom Price.
Filling in Additional User Information
The module adds the Additional User Information tab to the native Magento User Details page:
- User status can be defined in the dropdown (Active/ Inactive);
- All other information is optional and filled in according to personal needs.
Assign/unassign users
Sales managers can be assigned both manually and automatically. The options may be combined.
- A sales representative is to be added on the Customer Information page or in the Customers grid
- Several customer groups can have one sales representative, or a personal manager is to be appointed to each group.
- The Admin can unassign sales reps once they are inactive.
Enhance With The Following:
Company Accounts - allow a more sophisticated and diversified Sales Representative assignment to companies.
Cart to Quote - enable individual negotiation of quotas by Sales Representatives and restriction of Sales Reps’ access to the unassigned customers’ information.
Support Policy
- Lifetime access to the original codebase
- 1-year access to all updates
- 1-year support period
- Cancel your subscription anytime
- 25-day Marketplace Return Policy
Technical Specifications
Back to topSeller profile
Seller contact
Current Version
1.2.0
Adobe Commerce platform compatibility
Adobe Commerce (cloud): 2.4 (current)
Adobe Commerce (on-prem): 2.4 (current)
Magento Open Source: 2.4 (current)
Type
Stable Build
Updated
15 April, 2024
Categories
Extensions, Customer Support
Quality Report
Back to topAll tests were conducted on the latest versions of Adobe Commerce that existed for the compatible release lines at the moment of the extension submission. Latest versions of all other software were used, as applicable.
Release Notes
Back to top1.2.0:
- Compatible with Adobe Commerce (cloud) : 2.4
- Compatible with Adobe Commerce (on-prem) : 2.4
- Compatible with Magento Open Source : 2.4
- Stability: Stable Build
-
Description:
+ Web API support
+ GraphQL support
* Fixed issue with broken styles
1.1.0:
- Compatible with Adobe Commerce (cloud) : 2.4
- Compatible with Adobe Commerce (on-prem) : 2.4
- Compatible with Magento Open Source : 2.4
- Stability: Stable Build
-
Description:
+ Integration with Aheadworks Customer Segmentation
+ Integration with Magento Customer Segmentation
+ Design Improvement
* Fixed issue with assigning a sales representative If customer resaves his account information
* Fixed issue with viewing all invoices without limitations by a sales representative
* Fixed issue with an ability to disallow the assigning of a sales representative
* Fixed issue with the CSV export
* Fixed issue with Advanced Permissions for Magento 2.4.4
* Fixed issue with Advanced Permissions on the Dashboard page
1.0.9:
- Compatible with Adobe Commerce (cloud) : 2.4
- Compatible with Adobe Commerce (on-prem) : 2.4
- Compatible with Magento Open Source : 2.4
- Stability: Stable Build
-
Description:
* Fixed issue with the Sales Representative information in the sales emails
Support
Back to topThe best place to start if you need help with a specific extension is to contact the developer. All Adobe Commerce developers have both a contact email and a support email listed.
Contact Vendor