Magento 2 Extension Sales Rep / Sales Staff

Short description

With our B2B extension sales staff / sales representatives you are able to create and manage sales staff members easily in your shop. From registering as sales staff till an order made under an assigned customer from sales staff - this extension offers you whole flexibility and support you in your B2B processes. You can decide if new sales staffs can register on your Magento shop, but they are not yet activated then. After activated - sales staff will be informed via email - a sales staff can search through his assigned customers or also can create / assign new customers to his account. The search engine in frontend is reach-featured, including a search for customers delivery and/or invoice address. Of course, we are offering different API interfaces like CSV, SOAP and REST API. Within a seperate project we are offering customizing to your ERP / CRM system also. Our sales rep extension for Magento is a B2B extension you shouldn't miss.

Functional overview

• Manage Sales Staff Accounts / Sales Representatives and their access to your Webshop easily
• Assign any number of customers to a Sales Rep
• Email notification on creation of a Sales Rep
• Assign a Sales Staff to a Staff Group
• Customize business logic based on different Staff Groups
• Set comission discount for a Sales Rep
• Sales Rep has own credentials to login into the frontend of the Webshop
• Own templates for staff login, staff register ect. - to fully customize to your needs
• Fully own Sales Staff Account Menu in your B2B Webshop
• Assign one primary staff per customer and unlimited staff accounts to manage customers
• Sales staff can choose a customer in frontend can impersonate the customer's account
• A Sales Staff can upload his own photo (frontend/admin) which is displayed at the customer's Account
• The data of the Sales Staff will be applied with the order
• Once logged in with a customers account, a sales staff can view customers basket and make orders within the customer account
• Sales Reps can add notes about their customers inside the my customers section
• Support for multi store / multi website environments
• Import / Export CSV Interface [Add-On]
• SOAP / REST API [Add-On]
• Customer History: You can add recent notes about your customers as staff, like phone calls, quotes etc. [Add-On]
• Order Management: The sales rep can set prices on the cart pages during his order (e.g. if he negotiates prices sitting beside the customer), furthermore he can edit orders which are already completed [Add-on]
• View of sales staff incl. details inside the my account dashboard for the customer [Add-On]
• Sales staff can schedule customer visits (iCal or Google Calendar) and draw them via Google Maps [Add-On]
• Allow SAML Login for staff accounts [Add-On]

With this extension for Magento 2 you can create new sales staff members or so called sales representatives for your magento shop in next no time. Sales Staff won't be created as an usual customer, but apart in an own menu and entity class. Each Sales Staff can be connected with multiple customer accounts. At the login process in the frontend the Sales staff can choose a customer account which he needs. At the customer account he can create orders or do other tasks. Also the tool has a csv interface to import sales staff members.

Create sales staff in backend

Easily create sales staff members in backend and assign customers to them. You can define if a sales staff is active or non-active. Non-active means, the staff can currently not log-in. Also, there is a special setting "can access all customers" which allows a single sales staff / staff member to be assigned to all customers and therefore he can choose customers in frontend system-wide.

Create sales staff in frontend

Also, it's possible to create sales staff in frontend by typing in a special URL (which works as registration/signup form). Per default, the creation of sales staff is possible, but can be deactivated through a system configuration. After registering as a sales staff the sales staff member needs to be activated in the backend area of Magento.

Great performance and usability for searching customers in frontend

In frontend we are offering a very good performance and usability search for searching customers. Also, it's possible to search for an email address so you can check if the sales staff is already assigned. It's possible to say that a customer which is connected to one sales staff can not be connected to another.

Set commission discount per sales staff [Add-On]

You can set comission discounts per sales staff, depending on net total amount, total amount or discount per product. Also, the sales staff can see his commission inside the frontend area.

Customer Visit [Add-On]

As a staff, you can schedule customer visits either using a Google Calendar integration or a common format (iCal). You can also invite your customer to accept the invitation via email, if needed. After the visit has been scheduled, the sales staff can view upcoming and all visits inside a Google Map (requires Google Map API access).

Order Management [Add-On]

As a staff account in frontend you can manage your orders. Based on the setting of that staff record, you can edit item prices and/or edit a complete order. Furthermore, you can add order comments.

Customer comments & customer history management [Add-On]

Manage your customers in frontend easily using a comment feature and additionally a full history feature to add e.g. recent notes from a phone call of a client. Additionally, a staff can upload multiple files per history entry. The allowed file type extensions (pdf, docx ect.) are configurable inside the stores configuration area.

Import CSV interface for Sales Representatives [Add-On]

Easily import your staff members over an own, fast CSV import interface. We are offering a sample csv file to understand how it works.

Manage your staff data via API (SOAP / REST) [Add-On]

For our Sales Staff Extension we are offering great API features, such as SOAP API (also v2) and REST API. If you are not using an API, you can use our import interface to create sales staff and connect customers with those.

Staff Reports [Add-On]

Use Staff Reports (available in both Backend & Frontend Area) to see how many products or orders have been sold by your Sales Staff. A configuration is available to disable Sales Staff Report in Frontend.

Staff SAML Integration [Add-On]

Use Microsoft Azure and SAML technology to allow login staff accounts only via SAML. The Management of Staff Accounts in Magento 2 is no longer needed. Configuration endpoints available. New staff accounts will be created in Magento 2 if not available there yet.

• Source Code is not encrypted - you are able to modify it yourself
• Stable and mature Software Solution from Magento Experts
• Big discount in comparison to creating this extension individually
• Customizing and further adaptation on request
• With a yearly support fee you get guaranteed support, updates and upgrades
• Easy update through composer
• Extensive documentation

We are offering additional services:

• Installation service
• Support package for updates & upgrades (6 or 12 months selectable)
• Custom delevopment from your request (RFQ)
• Development of a custom extension regarding your needs