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Sales Rep

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Overview

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 By default, the administrator is responsible for all transactions, which is extremely time-consuming. Understanding that store owners want some assistance, we created the Magento Dealers extension to meet the needs of developing an effective representatives team.

Magento 2 Sales Rep extension helps admin develop the ideal sales team and assign customers to them.


KEY FEATURES

Add an additional “salespersons” resource

With the "Sales dealers" resource we developed for you, the store admin can create an endless number of roles.

Furthermore, to better manage clients, we give two degrees of Magento 2 representative roles:

  • Sales rep: Users with this position have access to a tab in the admin panel where they may manage their clients, orders, and quotes.
  • Admin sales rep: Users with the admin sales rep position can handle customers, orders, and quotes assigned to all other sales reps.

Create Magento sales rep and admin sales rep accounts

The next step is creating users and assigning them the Sales Rep and Admin Sales Rep roles.

Users can then use their username and password to log in.

Furthermore, you can customize some information about the representative to show in the customers' My Account.

Inform customers of the assigned merchants

The customer will receive the email notification in 2 cases: 

  • When the customer is allocated to the salesperson.
  • There is a change in the merchants’ management.

The representative's information is also displayed in My Account, allowing the two to communicate effortlessly.

Manage customers and customer service process effectiveness easily 

The representative can access and take control of the customers and orders of them in the admin panel. The user interface is similar to the shop admin's view.

Customer information and orders under the management of all reps will be captured by the admin representative.

 

INSTALLATION GUIDE

Click here to see our installation guide.

DEMO SITES

FRONTEND   |   BACKEND


BENEFITS

Enhance customer satisfaction 

The more time you spend caring for the customer, the more satisfaction you get from the customer.

Maintain relationship with the customer

Good customer service surely brings more value to your business. You can offer more suitable and effective marketing promotions after getting customer insight to bring a personalized experience.

Decrease admin’s burden

The admin can manage and assign customer groups, orders, and tasks for each sales representative. Hence, the responsibility is more specific and better. The management is also easier.


POLICY

  • Free Installation (Send us an email to sales@bsscommerce.com if you want us to install the extension for you)
  • Free 1-year Support
  • Free Lifetime Update
  • 30-day Money Back


CONTACT INFORMATION

Get instant support with our Live Chat.

Contact us by sending an email to sales@bsscommerce.com or leave us a message on Skype: support.bsscommerce.com.

Technical Specifications

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Seller profile

BSS Commerce

Seller contact

E-mail

Current Version

1.0.7

Adobe Commerce platform compatibility

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

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

Type

Stable Build

Updated

15 November, 2022

Categories

Extensions, Customer Support, Live Chat

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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1.0.7:

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

    Fix bug not showing Yes in “Created by Admin” config when creating orders from Backend; Support API; Fix bug Unique constraint violation found; Update display “First Name” and “Last Name” of Sales rep replace for “User name” in My Account Dashboard and email notifications; Fix bug sends wrong email template when unassign sales rep.

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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