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Amasty is Magento Bronze Industry Partner Certified developers working at Amasty Check the latest reviews at Magento Connect

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$99.00
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Sales Reps and Dealers v1.3.7

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
$99.00

Sales Reps and Dealers

Compatibility:
Magento CE 1.4.x - 1.9.x, EE 1.8.x - 1.14.x

Screenshots: (click to zoom)

Efficient management of access to orders and customers.

You can divide customers between your sales representatives and dealers.

The extension enables you to create admin roles which will allow you to assign customers to admin users.

Admin users belonging to the roles will be able to:

  • 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.
  • Add new customers from admin panel. A customer created by an admin user will be automatically assigned to him or her.
  • Receive copies of order emails when new orders are created by customers assigned to them.
  • Assign their orders to other dealers, if allowed by admin.
  • Great for those who work with wholesale customers.

    You will be able to appoint a personal manager for each wholesale customer within Magento.

    new!Ability for admin to log in as a customer.

    It is possible for admin users to login as customers by just clicking a button from the account of a customer in the backend.

    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' enables you 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 dramatically reduce confusion and misunderstanding between your staff members. It will significantly increase speed and quality of order processing as well.

    Your sales reps and dealers will trust you more and cooperate with you more willingly.

    Now your dealers will know that nobody will be able to see and mess up their customers and orders - this will greatly improve your cooperation with sales reps and dealers.

    Tools to coordinate and control the work of sales representatives and dealers.

    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.

    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!It is possible to reassign 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.

    Email notifications when new dealer is assigned to an 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 can assign sales reps and dealers to particular customer groups.

    If you assign a dealer to certain groups, the dealer will be able to add customers only to these groups.
    7 reasons to choose  
    Risk-free Investment
    Risk-free Investment

    30-day moneyback guarantee for all extensions. No questions asked.

    Comprehensive Documentation
    Comprehensive Documentation

    There is a detailed user guide with examples even for tiny addons. FAQ section and videos also available.

    Solutions Which Work
    Solutions Which Work

    Careful in-house testing ensures you get robust applications. Multiple stores support. Custom themes compatibility. All included.

    Outstanding Support
    Outstanding Support

    Our support service is friendly and of high quality. And it is free. Unbelievably. Just check independent reviews at Magento Connect.

    Usability and Performance
    Usability and Performance

    Nice and easy to use interfaces. Fast algorithms. Save your time and get things done.

    Flexible and Easy Licensing
    Flexible and Easy Licensing

    No product or store view or domain limits. No monthly fees. No hidden charges. One extension license for one Magento installation.

    Long Term Strategy
    Long Term Strategy

    We've been in the market for 5+ years. We're proud to be a Bronze partner and are planning to stick to Magento platform for years ahead. We're doing our best to build extensions which maximize effectiveness of your business. We're open to customers' suggestions and constantly update our products to match your needs.

    Other Features

    • 100% Open Source — Easy To Customize
    • Follows Magento Code Architecture
    • Separated HTML/CSS/JS
    • W3C Validated Code

    Online Extension User Guide

    Questions & Answers

    Product questions

    Can a customer select the dealer during the registration?
    Rate the answer?

    Yes, it is possible with the small code modification in Sales Reps and Dealers extension. Please contact us, and we can add the feature for the installation service fee.

    I have an error while trying to create an order from the backend.
    Rate the answer?

    Several Magento versions have a bug with admin orders, it does not depend on whether the Sales Reps and Dealers module is installed or not. We can research and fix the bug for the installation service fee.

    Can I assign a dealer to the selected products?
    Rate the answer?

    No, this feature is not available in Sales Reps and Dealers extension.

    I see no dealer info at the order page
    Rate the answer?

    To solve the problem, please add line

    <?php echo $this->getLayout()->createBlock('amperm/adminhtml_info')->setOrderId($_order->getId())->toHtml() ?>

     

    in the file

    app/design/adminhtml/default/default/template/sales/order/view/info.phtml

     

    so it will look like

    ................

    ................

     <?php foreach ($this->getCustomerAccountData() as $data):?>
    <tr>
    <td class="label"><label><?php echo $data['label'] ?></label></td>
    <td class="value"><strong><?php echo $data['value'] ?></strong></td>
    </tr>
    <?php endforeach;?>
    <!-- added by amasty -->
    <?php echo $this->getLayout()->createBlock('amperm/adminhtml_info')->setOrderId($_order->getId())->toHtml() ?>
    <!-- /added by amasty -->
    </table>

    ....................

    ....................

    Customer Reviews
    Great idea but need improvementsReview by Elvis
    Overall extension rating
    First to say BRAVO to Amasty. They have some great ideas for their modules, original one without copy other vendors.

    For this Sales rep module - it is super good options for having sales rep accounts and their related customers under for handling.

    But certainly it misses some multisite options (all config options are global) so Sales Rep role made for it can be assigned to all websites and not separated. When creating customer that way sales rep from one website can see all other websites.

    This can be somehow integrated with the Advanced permission module - which is great. Combining those two multisite can be achieved easier but still global sales rep role is an issue. (Posted on 7/11/14)
    PerfectReview by mohamed0001
    Overall extension rating
    Really Perfect in all things, very useful and typically as described and support is superior, i hope can work with amasty more and more .. till now i bought 4 extensions andworking as magic
    i bought extensions: colorswatch, salesrep, Product Lables and extended product grid. and all working perfectly
    also special greeting for my support developer Mr.Dzmitry Smolik for his fast and perfect work. Magento Connect (Posted on 6/15/14)
    Expand the businessReview by Kenneth
    Overall extension rating
    I think that it would be good if there is a possibility to work with frontend. And now it is just backend extension, nevertheless with a very strong potential.

    Kenneth (Posted on 9/3/13)
    Dealers work with own clientsReview by William
    Overall extension rating
    Good way to manage sales reps and dealers work. Our each dealers have their our clients and he is responsible only for them. There are now any missing order or unsatisfied customers.

    William (Posted on 8/19/13)
    Our dreams came true.Review by Jossy
    Overall extension rating
    Great extension for big stores. It helps us to save a lot of time. The support teams helped us to fix some issues, but notherthelsees the extension is the solution we were finding.

    Regards,
    Jossy (Posted on 8/6/13)
    Amazing extensionReview by Brendon
    Overall extension rating
    No more mistakes and misleads, all our reps now work with only their own clients. This is very convenient for huge stores and companies. The extension is definitely worth 5 stars.

    Brendon,
    Magento Connect (Posted on 7/17/13)
    Quick support and superb extensionReview by rayseo
    Overall extension rating
    The extension worked like a charm. Had some questions to clarify ... and the support team was very quick to respond. Would definitely recommend it.

    rayseo, Magento Connect (Posted on 3/19/13)
    Support super work!Review by chilled
    Overall extension rating
    Had a few problems getting it to work properly, but Amasty responded to our support query and fixed the issue within an hour! It was not a problem with the extension, it was our Magento settings.

    chilled , Magento Connect (Posted on 3/19/13)
    Great time saver!!Review by Andy_Lowis
    Overall extension rating
    This module is time saver! I've installed it on customized 1.7 version and it works right out of the box. Thank you!

    Andy_Lowis , Magento Connect (Posted on 3/19/13)

    Write Your Own Review

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    Overall extension rating
    Version 1.3.7 - Aug 11, 2014
    – Possibility to select dealer during registration
    Version 1.3.5 - June 27, 2014
    – Tested with latest Magento CE 1.9 release.
    Version 1.3.5 - June 25, 2013
    – Display of dealer info to customers.
    – Ability to assign a dealer to multiple user groups.
    Version 1.3.3 - June 14, 2013
    – Ability for admin to log in as customer from backend.
    Version 1.3.2 - August 15, 2012
    – Ability to set multiple roles as dealers.
    – Ability to allow dealers to assign orders to other dealers.
    Version 1.3.1 - June 25, 2012
    – Better EE compatibility.
    – Now the dealer-to-admin messages block is not displayed at the shipping page.
    Version 1.3.0 - April 10, 2012
    – Ability to reassign dealers.
    – Search and sorting of orders by dealer.
    – Email notifications when new dealer is assigned to an order.
    Version 1.2.3 - October 28, 2011
    – Admin has an option to assign a customer group to a dealer, so that the dealer can add customers only to the group.
    – Better 1.6.x Magento versions compatibility.
    – Bugfix.
    Version 1.2.0 - July 28, 2011
    – Possibility to send a copy of the order email to the sales rep/dealer, when new order is created by a customer assigned to him/her.
    – Bugfix and queries optimization.
    Version 1.1.0 - June 7, 2011
    – Possibility to view the list of orders placed by customers assigned to users.