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Sales Reps and Dealers for Magento 2

v1.2.0

Provide high-quality service and individual approach to each customer by including dealers in your business model. With this convenient tool, you can effectively manage the work of your sales reps and monitor their productivity.

  1. Assign customers to personal dealers
  2. Let shoppers select their dealers
  3. Display dealer information on the frontend
  4. See the list of orders assigned to each dealer
  5. Use notifications to coordinate and control sales reps
  6. Mobile ready
View Extension Demos
See User Guide
Edition:
Support:
$189
Benefits

How your Magento 2 store will benefit from the dealer extension?

  • Dealers are provided with a handy tool to manage their stack of orders and sell products more effectively.
  • Personal managers are assigned to wholesale or VIP customers and ensure a pleasant shopping experience.
  • Customers are assigned to admin users, it stimulates positive relationships between shoppers and your team.
  • Involve the existing sales reps and dealers into the returns/exchange processing with the RMA extension for Magento 2.

Connect dealers with customers and customer groups

Let customer select dealers

Enable shoppers to choose a dealer they’d like to work with. This option is available while registration and sales representatives can be changed in the customer account in the future.

Assign sales dealers to customer groups

If you assign a dealer to certain groups, the dealer will be able to add customers and edit orders only for that group.

Review the list of orders assigned to each user

This feature of Magento 2 distributor module enables you to view all the orders assigned to a particular user. For instance, you pay commissions based on completed orders; filter all completed orders and get all info in a blink of an eye.

Sales Reps and Dealers for Magento 2 Dealer selection

Provide individual approach to each customer

Sales Reps and Dealers for Magento 2 Dealer information

Introduce dealers to customers

Now, customers can get to know their sales reps in person. Display a block with basic information about the dealers who process their orders (for example a photo, name and contacts).

Receive email notifications when dealers change

In the general settings of Magento 2 wholesale extension you can enable email notifications for reassignment of dealers; thus both, the old and the new dealers will know about the change.

Use appealing email templates

It’s possible to adjust HTML email templates using different variables. For example, apply {{var order.getOrderDealer().getContactname()}} in order emails to let clients know, who will take care of the order. Sales reps will also receive notifications about new orders to process.

Easily manage and control the work of your sales team

Quickly shift dealers between orders

This Magento 2 distributor module enables you to see which dealer has been working on the order and assign the order to a different sales rep in needed.

New orders in proper customer groups

Now orders created by dealers can be assigned only to certain customer groups. The feature helps to ensure that all orders are placed correctly. This is extremely important if you set various prices for different customer groups.

Monitor orders with ease

Magento 2 reseller extension adds the ‘Dealer’ column to the Order grid. It is a handy way to track sales and performance of your dealers.

Manage dealers from ‘Edit User’ and ‘Edit Customer’ pages

New dealer field is added to the `Personal Information` fieldset (`Customer View` tab) on the Edit Customer page. You can also change a dealer for the customer on this page. `Account Information` tab has a specific page to do this now.

Dealers have a wide range of options, they can:

  • View and edit customers.
  • See orders placed by customers.
  • Create orders from admin panel.

  • Assign orders to other dealers (if allowed by admin).
  • Add new customers from admin panel.
  • Receive copies of order emails.
Reasons to choose

Other Features

  • 100% Open Source — Easy To Customize
  • Follows Magento Code Architecture
  • Separated HTML/CSS/JS
  • Simple installation via Composer
* The name "Magento" and the logo are the trademarks of Magento, Inc.
12.22
2016
Very useful and works well
Nice tool, thank you guys, I couldn't find something like this on the market. We haven't got any problems with installation, moreover, now we completely satisfied with it and with the results.
frederick

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You're reviewing: Sales Reps and Dealers for Magento 2

Version 1.2.0 - May 28, 2018
– New: the filter to a template on a checkout page to display the WYSIWYG variables was added
Version 1.1.0 - February 20, 2018
– New: added the ability to show all customers and orders attached to a sales representative
Version 1.0.3 - June 26, 2017
– Add {{var order.getOrderDealer()}} to order, invoice, creditmemo, shipment emails to add dealer's name
Version 1.0.2 - April 12, 2017
– Fix for missing values when exporting orders
Version 1.0.1 - November 21, 2016
– Compatibility with Magento 2.1.x
– A number of minor fixes
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