Sales Representative

Sales Representative
M2

TOTAL:
$189.00
Compatible With: Community 2.1, 2.2

Tech Specifications

Seller:
Current Version:
2.3.0
Type:
Stable Build
Updated:
07 May, 2018
Categories:
Extensions, Reporting & Analytics
License Type:
BA
Policy:

Overview

Easily control commissions for your sales representatives.

Other Extensions by BrainActs

Overview

Back to top

Our dev team has created a new, easily managed, Sales Representative extension for Magento 2 that will help you forget about manual work. 

It allows you to assign orders, customers, or certain products to a specific rep. You can manage commission rates for each representative separately. You can set up different rates for products, orders or customers.

Sales Representative extension adds a new column to the order grid for the sales tracking. There is a new tab with sales rep information in the order view. Additionally, there are a few reports for better management: the report by-products, the report by customer, the report by orders.

Sales Representative users.

There are two ways to create new Sales Representative (SR) Members:

  • Without an access to the Magento admin. Your SR will be assigned to the orders based on rules, created by Magento admin but SR will not be able to see orders/invoices etc.
  • SR will have the access to the Magento admin.

Commissions rates
You can use 3 different commissions rates for your Sales Rep.

  • Rate for Products.
  • Rate for Customers.
  • Order Rate.

Rate for products.
Rate for products - set up a percent or fixed rate. Add a rate’s value, and choose a priority: choose values from 1 to N. 1 - a top priority.
* If some products and customers are assigned to the SR and assigned customer purchases assigned items, the rate with the highest priority will be applied.
For example, Customer N and Product N have been assigned to the Sales Rep. Customers rate = 10%, Product Rate = 20%. Product Priority = 1, Customer Priority = 2. )
If Customer N purchase product N, SR will receive 20% commission because of Product Priority.

Rate for Customers.
Some customers can be assigned to the certain Sales Rep. In this case you need to use Customer’s rate.

Customers need to be chosen in the Customers tab.

Order rate.
Order rate applies to the manually created orders in the Magento admin panel.
It means that Sales Rep needs to be assigned to the backend user.

There are two ways to assign SR to the order at the backend:

  • Assign Sales Rep to the order manually. Open order, open Representative tab, find SR and assign this Sales Rep to the order.
  • Auto assigns SR to the backend orders. Open Sales Representative extension settings and change Assign SR to the Order Automatically option to YES. All orders, created by SR in the Magento admin panel, will be assigned to the certain Sales Rep automatically from now on.

Access Restriction.
You can restrict an access to some of your Sales Rep. (It means that SR can see and manage only own orders.)
Some SRs need to have a full access.
You can choose a role to give full access in the extension settings.

Reports.
There are four reports in the system:

  • by product
  • by customer
  • by order
  • by Sales Rep

All SR’s commissions are shown in the report by SR. So, if you need to see the common report and calculate commissions for the certain Sales Rep, use the report by SR.
This report includes following rules:

  • the customer's rule (if a certain customer(s) is assigned to the Sales Representative);
  • the products' rule (if some products are assigned to the Sales Representative);
  • the orders' rule (a manual assignment or an automatic assignment).

Email notification.
SR can receive emails, when customer (assigned to this SR) purchases products.
Email template can be customized.

Let customers select their Managers at the front-end.
Admin have an ability to allow customers to see/choose/change their managers.
It is easy to create your own solution with the flexible extension settings.

Information about managers.
Now Magento admin can add a helpful information about Sales Rep.
This info will be shown in My Account to help customers and make a business relationship more successful.

Assign SR to the customer via Customer View.
Magento admin can assign Sales Rep to the customer during account creation in the Magento admin panel.

Customer grid.
Information about assigned Sales Rep is added to the customers grid.

Customer Requests.
Customers will have an ability to change their managers (SR) at front-end.
All requests can be approved or rejected by Magento admin.

 

Features:

  • Flexible, easy settings.
  • Different rates for each sales representative.
  • A lot of combinations for commission calculation (products rate, customer rate, order rate).
  • Manually or automatically assignment.
  • Additional column in the order grid, customer grid.
  • New tab in the order view, customer view.
  • 4 reports: by product, by customer, by order, by Sales Rep.

 

Resources:

Demo Store (Admin)Check In Admin Panel

Demo Store (Front End)Check Store

User GuideView

Web: https://www.brainacts.com/magento-2/sales-representative.html

 

Support:

If you have any questions, contact our support team.

Release Notes

Back to top

2.3.0:

  • Compatible with CE: 2.1 2.2
  • Stability: Stable Build
  • Description:

    - Add sales representative via customer account at front-end.
    - Enable representative feature at front-end.
    - Add ability to select a representative from customer area in the admin panel.
    - Email notification.
    - Bug fixes

2.2.1:

  • Compatible with CE: 2.1 2.2
  • Stability: Stable Build
  • Description:

    - Bug Fixes
    - Add New Report to View Earning by SR
    - Add Support latest version of PHP 7

2.0.1:

  • Compatible with CE: 2.1 2.2
  • Stability: Stable Build
  • Description:

    Bug Fixes.

2.0.0:

  • Compatible with CE: 2.1
  • Stability: Stable Build
  • Description:

    First Stable Release.

Support

Back to top
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.

Q & A

Back to top

Reviews

Back to top