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Sales Reps and Dealers for Magento 1
Take cooperation with sales reps and dealers to a new level. Assign customers to sales reps and dealers, so they can manage only their customers and create orders for them. Get convenient tools to control your sales reps and dealers.
- Divide customers between your sales reps and dealers
- Reps can manage and create orders only for their customers
- Assign personal managers to wholesale and VIP customers
- Convenient tools to control and manage your dealers
- Remove confusion between your staff members
- Switch dealers between orders
Divide customers between your sales representatives and dealers
With this Magento reseller extension, you can easily create admin roles which allow to assign customers to admin users.
Great for those who work with wholesale customers
You will be able to appoint a personal manager for each wholesale customer within Magento.
Use wide range of options of this Magento wholesale extension
- View and edit only customers assigned to them.
- See only orders placed by customers assigned to them.
- Create orders from admin panel only for their customers.
- Assign their orders to other dealers, if allowed by admin.
- Add new customers from admin panel. A customer created by admin will be automatically assigned to admin.
- Receive copies of order emails when new orders are created by customers assigned to them.
Possibility to select dealers
Enhance customer experience by enabling your clients to select dealers while they are getting registered. There is also an option to allow clients to choose a dealer in the customer account and during checkout.
Customer group restriction for new orders
Now dealers and sales reps can assign orders they create only to the customer groups specified by the store administrator. This feature is extremely helpful for merchants who have different prices for different customer groups. Such a restriction prevents dealers from assigning orders to the inappropriate groups.
Admin in Magento can sign in as customer
By just clicking a button from the account of a customer in the backend, it is possible for admin users in Magento to sign on as customers. If Share Customer Accounts is set to Global, you can easily choose a website to browse.
Customers can view dealer information
You can show a block on front end, in which customers will see information about the dealers who process their orders, e.g. a small photo, name and contact data.
Build great relationships with your sales representatives and dealers
Sales Reps and Dealers wholesale extension helps to better organize processing of orders
Admin users will be able to see only orders of customers assigned to them and will know exactly what orders they are responsible for. This will reduce confusion and misunderstanding between your staff members. And will significantly increase speed and quality of order processing.
Your sales reps and dealers will trust you more and cooperate with you more willingly
Now your dealers will be sure that nobody will be able to reach and mess up their customers and orders' information. This will greatly improve your cooperation between sales representatives and dealers.
Tools to coordinate and control the work of sales representatives and dealers
Notifications when new dealer is assigned to order
You can setup email notifications for reassignment of dealers. If enabled, both the old and the new order dealer will receive notifications when an order dealer is changed.
You will be able to see the list of orders, placed by customers assigned to a user
And not just see, but also filter and sort. For example, if you pay commissions to sales reps and dealers based on complete orders, you will be able to filter out only completed orders.
Assign sales reps and dealers to customer groups
If you assign a dealer to certain groups, the dealer will be able to add customers only to these groups.
Switch dealers between orders
At an order view page you can see to what dealer the order is assigned and when necessary assign the order to a different dealer.
Nice looking email template
Use a renewed HTML email template to notify your store dealers about new orders made by customers assigned to them. You can also immediately notify your customers, that their orders are honored. Use variable in the order emails to let a client know, who will take care of the order.
Manage the ‘Edit User’ and ‘Edit Customer’ pages easily
Dealer column is added to the Customers Grid Manage Customers tab on the Edit User page. If you often run into post_max_size error on this tab, just hide it to avoid the issue.
Search and sorting of orders by dealer
The extension adds Dealer column to the order grid. It is possible to filter and sort orders by dealers.
New dealer name field is added to the Personal Information fieldset (Customer View tab) on the Edit Customer page. You can also change dealer for the customer on this page. Account Information tab now has a specific page to do so.
Save your time - apply mass actions
Assign customers to a dealer via mass action on the Customers Grid. This option and the dealer column which is now added to the grid, you can manage dealings in your store in an easy and convenient way. Besides, all new orders from guest or unassigned customers can now be handed to a specified default dealer. Ensure that new orders are immediately taken care of!
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