Sales Reps and Dealers | v1.4.15

For M1
For M2 Sales Reps and Dealers for Magento 2
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
$99.00

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.

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. If Share Customer Accounts is set as Global, you can easily choose a website to browse.

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.

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.

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.

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 {{var dealer}} variable in the order emails to let a client know, who will take care of the order.

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.

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.

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.

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.

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!

Product questions

Can a customer select the dealer during the registration?

Yes, using this Magento wholesale module you can make it 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.

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Can I assign a dealer to the selected products?

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

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Can new orders from customers be automatically assigned to either a sales rep or a dealer?

Yes, sure. If a customer X is associated with the dealer Y all his new orders will be assigned to this dealer.

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What is the difference between a Sales Rep and a Dealer?

Actually there is no difference between sales reps and dealers. Read on to see the functionality.

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Can customers choose dealers themselves?

Yes, this can be done during registration or in the customer account. Go on reading to learn how to enable the function in your store.

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Can this extension calculate commissions paid to dealers?

Currently, dealer comission is not available. 

Read the FULL answer
Reasons to choose

Other Features

  • 100% Open Source — Easy To Customize
  • Follows Magento Code Architecture
  • Separated HTML/CSS/JS
  • W3C Validated Code
* The name "Magento" and the logo are the trademarks of Magento, Inc.
01.31
2017
Fantastic
Suggested some added functionality and it was added in within two days! Absolutley fantastic service, this plugin makes our backend much more efficient!
rorie
08.03
2016
nice
The extension is packed with features and has (almost) everything you need. The only thing I've been asking for is to have a separate action logs for dealers (or integrate it into admin actions log extension).
If you could do that it would be AA+++. Thanks.
Basil
04.04
2016
Perfect for our needs
We did not need all functionalities of this Extension, but we wanted to be able to assign orders to certain stores. This extension does that trick very nice. We had a small bug in the extension, but within the day the bug was fixed.
randydedecker
07.19
2015
Wonderful extension
This extension works exactly as described and was just what we needed. The developer support has been excellent.
StrivectnDev
07.04
2015
Excellent Sales Tool
Just what I need to be able to assign sales reps to certain accounts. Love how each sales rep receives an email notifying them of when their customer orders. I had a few questions and needed some support and the support team for this extension was awesome. I gave 5 stars because this extension does exactly as advertised and the first rate customer service. Saved me a bunch of money not having to have these type of functions created by custom work.
slijackman
01.16
2015
A great extension that can empower your business
One of our marketing people came across this tool and determined it would really work for our needs. As one of the developers who currently support our website I took a look and was hopeful that we could get it deployed along with some ancillary customization to our magento shop.
It was more than we could have hoped for. The extension gave us a great core to create our online Sales Representative program around. We've just finished the rollout and the Amasty team was super helpful and responsive when we needed some some help with the extension.
kylemageeg
Magento Connect
kylemageeg
07.11
2014
Great idea but need improvements
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.
Elvis
06.15
2014
Perfect
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
mohamed0001
09.03
2013
Expand the business
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
Kenneth
08.19
2013
Dealers work with own clients
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
William
08.06
2013
Our dreams came true.
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
Jossy
07.17
2013
Amazing extension
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
Brendon
03.19
2013
Quick support and superb extension
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
rayseo
03.19
2013
Support super work!
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
chilled
03.19
2013
Great time saver!!
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
Andy_Lowis

Write Your Own Review

You're reviewing: Sales Reps and Dealers

Version 1.4.15 - August 02, 2017
– Unauthorized access for dealer fixed
Version 1.4.14 - June 08, 2017
– Performance improvements
Version 1.4.12 - March 09, 2017
– Possibility for customer to select a dealer during checkout (with a setting to enable this feature)
– Few minor improvements
Version 1.4.11 - February 20, 2017
– Fix for auto assignment of order to dealer when creating order from the backend
Version 1.4.10 - January 31, 2017
– added the `Not Assigned` option in the Dealer filter on the Customers and Orders Grids
– fixed Dealer column on the Customers Grid
Version 1.4.9 - January 09, 2017
– Speed improvement when exporting customers from customer grid (avoid double join)
Version 1.4.8 - December 23, 2016
– Fix for extension's table being joined two times on the order export
Version 1.4.7 - July 28, 2016
– Fixed issue with filtering on the Order Grid in some cases
– Fixed restriction of invoice/shipment/creditmemo collection;
Version 1.4.6 - June 03, 2016
– Minor fixes
Version 1.4.5 - May 30, 2016
– A number of minor improvements
Version 1.4.4 - March 30, 2016
– Few improvements for emails and assignment of default dealer
Version 1.4.3 - November 06, 2015
– Compatibility improvements
Version 1.4.2 - October 21, 2015
– Allow customers to select a dealer in the customer account (optional)
Version 1.4.1 - October 12, 2015
– Fix for recurring profiles
– Fix for auto assign order created via backend
Version 1.4.0 - September 10, 2015
– New Feature: ability to assign customers to a dealer via mass action on the Customers Grid
– New Feature: the Dealer column added to the Customer Grid
– New Feature: Default Dealer - all new orders will be assigned to this dealer except if a specific customer is already assigned to another dealer
– New Feature: ability to use {{var dealer}} variable in the order emails;
– New Feature: ability to select website for Login as Customer feature, if `Share Customer Accounts` is Global;
– New Feature: added Dealer column to the Customers Grid (`Manage Customers` tab) on the `Edit User` page (Backend);
– New Feature: added dealer name to the `Personal Information` fieldset (`Customer View` tab) on the Edit Customer page (Backend);
– New Feature: added ability to change dealer for customer on the `Account Information` tab of the Edit Customer page (Backend);
– Ability to hide the `Manage Customers` tab on the `Edit User` page, it is not required tab, because mass assign was implemented (Reason: post_max_size);
– Settings reorganization;
– Fix for Login as Customer feature if `index.php` present in Magento Base URL;
Version 1.3.10 - July 16, 2015
– Separate node in ACL for the `Login as Customer` function;
– Adding the `Login as Customer` button only for user with appropriate permissions;
– Compatibility with Magento 1.9.2.0 security guidelines
Version 1.3.9 - May 08, 2015
– Ability to send delivery date reminder e-mail to appropriate sales rep (if have Delivery Date extension installed)
– Login as Customer feature now works on Magento versions older than 1.5.0.1
Version 1.3.8 - December 23, 2014
– no rewrites, except required for EE;
– added customer group restriction on create new order
– fixed filtering on the Reports tab
– new email template
– translations file added
Version 1.3.7 - August 11, 2014
– Possibility to select dealer during registration
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 07, 2011
– Possibility to view the list of orders placed by customers assigned to users.