Sales Representative Tracking

Sales Representative Tracking
M1

TOTAL:
$89.00
Compatible With: Community 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 Enterprise 1.12, 1.13, 1.13.1, 1.14, 1.14.1, 1.14.2, 1.14.3

Tech Specifications

Seller:
Current Version:
2.4.9.0
Type:
Stable Build
Updated:
04 April, 2018
Categories:
Extensions, Sales
Supported Browsers:
Chrome Mac: 39, 44 Windows: 42, 43, 44 Firefox Mac: 39, 40, 41 Windows: 39, 40, 41 Safari Mac: 7.1, 8, 9 Windows: 7.1, 8, 9
License Type:
Academic Free License 3.0 (AFL)

Overview

Sales Representative Tracking allows you to easily track your sales representatives’ commissions by creating sales representatives within your Magento store.

Other Extensions by IWD Agency

Overview

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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.

 

Generate Reports

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 Notes

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2.4.9.0:

  • Compatible with CE: 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
  • Compatible with EE: 1.12 1.13 1.13.1 1.14 1.14.1 1.14.2 1.14.3
  • Stability: Stable Build
  • Description:

    Checked with phpcs

Support

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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.

Q & A

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Reviews

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