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Sales Representative

TOTAL:
$189.00

Overview

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Aheadworks Sales Representative 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

Included Technical Support:

  • Magento Open Source (CE) version - 3 months of free technical support
  • Magento Commerce using on prem (EE) version - 3 months of free technical support 
  • Magento Commerce on Cloud (ECE) version - 3 months of free technical support

Technical Specifications

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Seller profile

Aheadworks

Seller contact

E-mail

Integrator

Current Version

1.0.6

Adobe Commerce platform compatibility

Open Source (CE): 2.3 (current), 2.4 (current)

Commerce on prem (EE): 2.3 (current), 2.4 (current)

Commerce on Cloud (ECE): 2.3 (current), 2.4 (current)

Type

Stable Build

Updated

03 September, 2021

Categories

Extensions, Customer Support

Quality Report

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Installation & Varnish Tests

Passed

Coding Standard

Passed

Plagiarism Check

Passed

Malware Check

Passed

Marketing Review

Passed

Manual Testing

Passed

All 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

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1.0.6:

  • Compatible with Open Source (CE) : 2.3 2.4
  • Compatible with Commerce on prem (EE) : 2.3 2.4
  • Compatible with Commerce on Cloud (ECE) : 2.3 2.4
  • Stability: Stable Build
  • Description:

    *Fixed issue with requesting a Quote as a guest

1.0.5:

  • Compatible with Open Source (CE) : 2.3 2.4
  • Compatible with Commerce on prem (EE) : 2.3 2.4
  • Compatible with Commerce on Cloud (ECE) : 2.3 2.4
  • Stability: Stable Build
  • Description:

    +Rename options for Cart to Quote and Company Accounts integration
    *Fixed issue with incorrect hint near the "Default Sales Representative" drop-box
    *Fixed issue with incorrect default sales representative when Company Accounts and Sales Representative are installed one after another
    *Fixed issue with invalid extension name in permissions
    *Assigned Sales Representative isn't displayed on the page
    *Fixed issue with unknown column errors for tables: Invoices, Credit Memos, Shipments

1.0.4:

  • Compatible with Open Source (CE) : 2.3 2.4
  • Compatible with Commerce on prem (EE) : 2.3 2.4
  • Compatible with Commerce on Cloud (ECE) : 2.3 2.4
  • Stability: Stable Build
  • Description:

    * Sales Representatives can access data of customers they are not assigned to - issue fixed

Support

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The 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

Q & A

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Reviews

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