Manage and analyze sales rep performance and commission. Assign reps to customer accounts or orders, help admin, and improve customer experience.
OverviewBack to top
Does your Magento® store's success rely on multiple sales representatives? If the answer is yes, you know it can sometimes be difficult to track each sales representative’s performance and the commission owed to each.
Measuring SalesRep Performance
Our Sales Representative and Dealers Commission Manager extension allows you to measure how much your employees are selling and generate sales reports based on their performance
This sales report can then be used to make important decisions when managing multiple sales reps and dealers.
Select SalesRep at Checkout
Admin can create custom checkout messages, allows customers to pick their sales representative, automatically credits manual orders to sales reps, and more! With this sales team extension
Assigning SalesRep to Customer
Admin can assign customer accounts to sales reps for personalized, long-term service. Each purchase from assigned customers will automatically add commission to sales rep's account
This Commission extension allows companies to manage individual sales rep and dealer commissions, as well as manage sales representative’s performance and helps create incentives for employees to sell more products.
Using the Sales Representative Tracking Extension
- Commission Management– Manage your sales rep commission amount and payment due dates
- Sales Reports– Easily view sales performance in sales reports
- Sales Representative Tracking– Track your team’s performance and create sale incentives
- Customers Choose Rep– Allow customers to select the sales rep during checkout
- Sales Rep Menu– Adds a drop-down menu to your site’s one-page-checkout showing the rep name
- Dealers Commission Tracking– Manage and keep track of commissions paid and not yet paid
- Dealers Commission Rates– Override commission rates for specific products in cases when they have a higher or lower margin than others
- Assign Sales Reps to Customers– Assign customers to a specific sales representative after their first order to manage their account
Sales Rep Dashboard Add On - Personalized SalesRep Dashboard
Adding a new tab to admin panel called SalesRep Dashboard, where sales representatives can see their monthly orders.
Information provided on the dashboard shows in the tables info about commission amount they have earned
Release NotesBack to top
- Compatible with CE: 1.7 1.8 1.8.1 1.9 1.9.1 1.9.2 1.9.3
- Stability: Stable Build
August 25th, 2017 (1.6.7) – Deluxe: Exclude children items from commission calculation. Minor code refactoring
June 12th, 2017 (1.6.6) – Deluxe: added functionality to add minimum order amount to apply commission.
Mar 28th, 2017 (1.6.5) – Deluxe: added functionality to enable/disable auto assign salesrep to customer while creating new customer in admin
Feb 19th, 2017 (1.6.4) – Pro: – fixed commission calculation if discount is applied, prevent to display orders without assigned sales rep on reports
Dec 14th, 2016 (1.6.4) – Deluxe: – Refactored code and fixed ACL for admin.
Oct 24th, 2016 (1.6.3) – Deluxe: – added translation file, added functionality to calculate commission based on product profit, added functionality to calculate commission based on customer group.
Sep 21st, 2016 (1.6.2) – Deluxe: Added functionality to exclude items from commission.
July 5th, 2016 (1.6.1) – Deluxe: Moved choosing sales representative to before payment step (to avoid conflicts with PayPal)
Dec 24th, 2015 (1.6.0) – Added support to PayPal express
Dec 15th, 2015 (1.5.3) – Fixed bug in migration, Fixed commission calculation for products with discounts
July 19th, 2015 (1.5.2) – Fixed bug related to SUPEE-6285 patch
May 27th, 2015 (1.5.1) – Fixed bug with fix standard
May 3rd, 2015 (1.5.0) – Added license system
March 30th, 2015 (1.4.0) – Improved time zone support
Feb 27, 2015 (1.0.2)- Fixed a bug that was limiting the number of orders displayed in reports
October 9th, 2014 (1.0.1)- Hide checkout step for a logged-in customers with assigned rep, Hide checkout progress step for logged-in customers with assigned rep, Automatically assign reps to customers on first selection, General fixes to the customer grid
October 2nd, 2014 (1.0.1) -General bug fixes
April 22nd, 2014 (1.0.) -Squashed minor bugs affecting some customers’ email reports