Sales Reps and Dealers

Sales Reps and Dealers
M1

by Amasty
Premier Extensions Partner
TOTAL:
$99.00
Compatible With: Community 1.4, 1.4.1.1, 1.4.2, 1.5, 1.6, 1.6.1, 1.6.2.0, 1.7, 1.8, 1.8.1, 1.9, 1.9.1, 1.9.2, 1.9.3

Tech Specifications

Seller:
Current Version:
1.4.14
Type:
Stable Build
Updated:
18 September, 2017
Categories:
Extensions, Shipping & Fulfillment
Supported Browsers:
Chrome Linux: 42, 43, 44 Mac: 39, 44 Windows: 39, 40, 42, 43, 44 Firefox Linux: 31, 38, 39, 40, 41 Mac: 31, 38, 39, 40, 41 Windows: 31, 38, 39, 40, 41 Opera Linux: 7, 7.1, 8, 9 Mac: 7, 7.1, 8, 9 Windows: 7, 7.1, 8, 9 Safari Linux: 7, 7.1, 8, 9 Mac: 7, 7.1, 8, 9 Windows: 7, 7.1, 8, 9 IE Windows: 10, 11, 8, 9, Edge

Overview

Assign customers to specific sales reps, so they can manage only particular customers. Get convenient tools to control your sales reps and dealers.

Other Extensions by Amasty

Overview

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This extension lets store admins accurately divide customers among different sales reps and dealers. Flexible settings allow you to fine tune additional restrictions so that dealers will be able to view and process orders made only by customers assigned to them. Track orders made by customers of specific dealers, reassign customers and orders to different dealers, send email notifications once a new dealer is assigned to an order.

Besides, the module displays a special block with the dealer info on the frontend to inform customers about their sales representatives. You can also send an email notification to customers once their order is assigned to a specific dealer.

  

Effectively divide customers among sales representatives

Assign customers to specific sales reps and dealers. The sales reps will be able to:

  • View and edit only customers assigned to them;
  • See only orders placed by assigned customers;
  • Create orders from the admin panel only for their customers;
  • Assign orders to other dealers, if it's allowed by the store admin;
  • Add new customers from the admin panel;
  • Receive order email copies each time a new order is created by customers assigned to them.

Let customers select dealers

Enabling your clients to choose dealers while they are getting registered. Customers can select dealers on the customer account page and during the checkout.

Customer group restriction for new orders

Dealers and sales reps can assign orders they create only to customer groups specified by the store administrator. This restriction will prevent dealers from assigning orders to inappropriate groups.

Customers can view dealer information

Show a special info block on the frontend, in which customers will find information about the dealers who process their orders.

 

MONITOR THE WORK OF SALES REPS AND DEALERS

Notifications about new dealer assignment

Setup email notifications for dealers reassignment. If the option is enabled, both the old and the new order dealers will be notified.

Assign sales reps and dealers to customer groups

If you assign a dealer to certain groups, the dealer will be able to add and manage customers only from these groups.

Attractive email template

Use a ready-made HTML email template to notify your sales reps about new orders. You can also notify customers, that their orders are being processed. Use the {{var dealer}} variable in the order emails to inform clients about the dealer they are assigned to.

Search and sort orders by dealer

The extension adds the Dealer column to the order grid to let a store admin filter and sort orders by dealers.

View the list of orders, placed by customers of a specific dealer

With the module, you can view, filter and sort orders made by customers assigned to a particular dealer.

Reassign orders

On the order view page, you can see to which dealer each particular order is assigned. It's also possible to reassign orders if necessary.

Apply mass actions

Assign multiple customers to a dealer in one go using the mass action option. 

Default dealer

All orders placed by guest visitors or unauthorized customers are automatically assigned to a default dealer.

 

Demo:

|Configure extension settings|

 

Our support policy

  • Free lifetime updates
  • Support services included
  • Moneyback guarantee

Release Notes

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1.4.14:

  • Compatible with CE: 1.4 1.4.1.1 1.4.2 1.5 1.6 1.6.1 1.6.2.0 1.7 1.8 1.8.1 1.9 1.9.1 1.9.2 1.9.3
  • Stability: Stable Build
  • Description:

    Version 1.4.14

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The best place to start if you need help with a specific extension is to contact the developer. All Magento developers have both a contact email and a support email listed.

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