Sales Representative Tracking allows you to easily track your sales representatives’ commissions by creating sales representatives within your Magento store.
OverviewBack to top
Sales Representative Tracking allows you to easily track your sales representatives’ commissions by creating sales representatives within your Magento store. By adding a Sales Representative column into the pre-existing Magento order grid, Sales Representative Tracking allows you to assign orders, customers, and products to members of your sales force in order to track commission and performance. Sales Representative Tracking allows you to see all of these features easily, both at a glance and through reporting.
Assign Sales Representatives
Easily organize your sales force straight from your Magento store. As a site administrator, you will be able to create new Sales Reps in the Magento Admin Panel and decide how sales representatives are assigned a sale. Through this extension, you can
Assign Orders to Sales Reps
Assign Products to Sales Reps
Assign Customers to Sales Reps
These assignments can be generated manually or automatically as orders come into your store. Your sales rep will then receive an email that notifies them of their new order. You can also control who sees these assignments and limit that visibility by sales representative.
Sales Representative Tracking is a great way to generate and send commission reports to your sales team. Whether you want to see reports daily, weekly, monthly, or more, you will be able to generate and email reports for orders and products assigned to a sales rep. If you would like for reports to be automatically generated and emailed, a cron will be required and is not included with the extension.
Managing Sales Rep Accounts
For each sales rep, you can control:
Sales representative names
Assign a color to each sales rep in the Magento orders grid
Whether sales reps receive notifications for newly assigned orders
Whether sales reps can view only their assigned orders or all orders in your store
Release NotesBack to top
- Compatible with CE: 1.5 1.6 1.6.1 188.8.131.52 1.7 1.8 1.8.1 1.9 1.9.1 1.9.2 1.9.3
- Compatible with EE: 1.12 1.13 1.13.1 1.14 1.14.1 1.14.2 1.14.3
- Stability: Stable Build
Checked with phpcs