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Sales Reps and Dealers for Magento 2

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.

  • Assign customers to personal dealers
  • Let shoppers select their dealers
  • Display dealer information on the frontend
  • See the list of orders assigned to each dealer
  • Use notifications to coordinate and control sales reps
  • Mobile ready
$189
60 days money back
Free lifetime updates
90 days free support

 🚩 Challenge

Choosing representatives and dealers is a crucial aspect of a successful B2B business model. But the default Magento functionality is extremely limited: it does not let you easily create, manage and monitor your dealers base, which slows down the cooperation and negatively influences the working process of your sales team as a whole.

💫Solution

Magento 2 reseller extension is designed to fulfill every need concerning a productive workflow with the dealers’ team. Assign orders and customers to particular representatives, display the necessary info in customer accounts and build loyalty by showing an individual approach using just one module.

How can you benefit from the dealer extension

📈

Level up your business: show that you are ready not only for B2C offers, but also for a B2B model

🤓

Provide individual approach: show professionalism and let clients choose their dealers

💰

Reduce expenses: save time and money by transferring order management to dealers

What are the key features that will let you succeed with the 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 customer account in the future.

Assign sales dealers to customer groups with magento wholesale extension

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 sales rep 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-edit-dealer

Provide individual approach to each customer

sales-reps-dealer-info

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 email templates using different variables. For example, add Dealer Contact Name variable to 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 od 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. You can check this info right in the Orders grid as a separate column is automatically added. Moreover, it is possible to filter orders by a particular dealer. Use this feature to analyze staff efficiency and split orders between dealers in a smart way.

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. You can also use our magento 2 customer groups plugin to provide selective access to the store catalog.

Set the default dealer

Not to miss any order, you can specify the default dealer in the extension settings. All new orders will be assigned to this dealer, except the cases when a specific customer is already assigned to another dealer.

Monitor orders with ease

As the Magento 2 reseller extension adds the ‘Dealer’ column to the Order grid, you are free to track the sales and performance of each dealer. Filter orders by dealers, check specific order details and make conclusions about the productivity of your team. Also, you can use this option for tracking the progress of each particular member.

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

To make dealer management more flexible, a 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. For your convenience, `Account Information` tab has a specific page to do this now.

Provide exhaustive info about dealers on various pages

Customers should feel that they can contact their dealer any time, so you can display dealer information during the registration, in a customer account, on a checkout page or in a customer dashboard.

Due to Magento commission extension, dealers can perform the following actions to keep store data relevant and effectively deal with customers:

  • 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.

    NEW: Sales Reps and Dealers extension is fully compatible with the Magento B2B Shared Catalogs. Build even more effective sales strategy to boost your business efficiency.

    According to the statistics, the extension can cover each business need in synergy with the following solution: magento 2 email quote and magento b2b ecommerce.

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    See Magento (and other software) versions we support and guarantee their compatibility with our extensions

    Version 1.2.13
    Last Update: Jul 20, 2021
    1.2.13 - Jul 20, 2021
    • Fix we fixed the issue with the customers' count on the ‘Create New Order for New Customer’ grid
    1.2.12 - May 31, 2021
    • Fix we fixed the issue with the missing dealer setting in the customer’s account information
    1.2.11 - Feb 08, 2021
    • Improvement we added a new variable to the sales email templates, so you can add a Dealer Contact Name to the sales email
    1.2.10 - Oct 20, 2020
    • Improvement minor code improvements were implemented to enhance the extension security
    1.2.9 - Aug 17, 2020
    • Improvement code was refactored according to Magento Marketplace standards
    1.2.8 - Jul 31, 2020
    • Compatibility the compatibility with Magento 2.4 was added
    1.2.7 - Jun 01, 2020
    • Fix now dealers see the quotes created by customers who are assigned to these dealers
    1.2.6 - Apr 24, 2020
    • Compatibility now the module is compatible with B2B Shared Catalogs
    • Fix we fixed the issue with permissions check for creating orders from customers
    • Fix we fixed the issue with export of orders and customers
    1.2.5 - Jan 21, 2020
    • Fix we solved the problem with sending email notifications to dealers
    1.2.4 - Oct 28, 2019
    • Fix we solved the problem with restricting customers and orders for dealers at the Dashboard
    • Fix we solved the problem with editing customer by direct link for restricted dealer
    • Fix we solved the problem with displaying restricted customers on grid
    • Fix we solved the problem with mass actions on Magento 2.3.x
    1.2.3 - Jul 01, 2019
    • Fix we fixed the issue with empty values in the dealer drop down in customer's account information for Magento 2.3.1
    1.2.2 - Jun 11, 2019
    • Improvement the control for an admin for allowing dealers to see and create orders for the whole scope of customers was added
    1.2.1 - Jan 22, 2019
    • Improvement the defaulting dealer was added as the pre-selected value in the dropdown for customers with no assigned on the frontend dealer
    • Fix inactive dealers were removed from the dealer selecting pop-up
    • Fix the issue with assigning a customer to an admin while editing the customer in the backend was resolved
    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
    Last Update: Feb 20, 2018
    1.1.0 - Feb 20, 2018
    • New the ability to show all customers and orders attached to a sales representative was added
    Version 1.0.3
    Last Update: Jun 26, 2017
    1.0.3 - Jun 26, 2017
    • Add {{var order.getOrderDealer()}} to order, invoice, creditmemo, shipment emails to add dealer's name
    1.0.2 - Apr 12, 2017
    • Fix for missing values when exporting orders
    1.0.1 - Nov 21, 2016
    • Compatibility with Magento 2.1.x
    • A number of minor fixes

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