Magento 2 Extension Sales Rep / Sales Staff

✨ Empower Your B2B Sales Team - Directly in Your Magento 2 Store

With our powerful B2B Sales Staff Extension, you can seamlessly integrate your sales representatives into your Magento shop—turning it into a true B2B powerhouse. From self-registration to placing orders on behalf of assigned customers, every step is designed to support your business processes with maximum flexibility and control. You decide whether new sales staff can register on their own. Once approved in the backend, they’ll receive an automatic email notification and can immediately start working with their assigned customers. Each sales staff member gets access to a smart, feature-rich search interface in the frontend—allowing them to quickly find customers by name, email, or even billing and shipping address. Notes and comments can be added per customer, ensuring personalized and efficient service across the board. And if you’re working with external systems? No problem. Our extension offers full support for REST and SOAP APIs as well as CSV imports. Plus, we provide optional integration services to connect your ERP or CRM system—tailored exactly to your needs. Whether you're managing ten sales reps or a nationwide field force—this is the B2B extension your Magento store has been waiting for.

🚀 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]
• ✅ Restrict Custom URLs specifically for sales staff users, so they cannot access these pages
• ✅ 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.

🛒 Sales Staff Shopping Experience

✅ Once logged in, a sales staff member experiences the storefront exactly as the assigned customer would. This means they access the customer’s account directly—seeing their orders, wishlist, shopping cart, saved addresses, and account settings. It’s a seamless way to assist customers with orders, manage their preferences, or place purchases on their behalf. The sales staff essentially acts as the customer, ensuring a consistent and personalized shopping experience.

🛠 Administration of Sales Staff Accounts

✅ Sales staff can be created in the backend or frontend, and in the backend, you can assign customers to a staff member, set status to active or inactive and enable "Can access all customers". Sales staff can register in a frontend form using a special URL, so it is easy for them to sign up. It is enabled by default but can be disabled, therefore administrators have control over this feature. Staff members registered on the frontend must be activated in the backend before they can log in, thus requiring backend approval for them to access the system.

🔍 Smart Search & Filters for Efficient Customer Handling

✅ In the frontend, our extension delivers a fast and intuitive customer search experience optimized for performance and usability. Sales staff can quickly locate customers using powerful filter options, including search by name, email address, company name, and even billing or shipping address details. This ensures that staff can find the right customer—even in large datasets—with minimal effort. Additionally, the system allows searching by email to check whether a customer is already assigned to a sales staff member. To maintain data integrity, each customer can only be assigned to one sales staff member at a time, avoiding conflicts and duplicate management. For added context and internal collaboration, sales staff can also leave private comments on individual customer accounts. These notes are visible only to staff members with access to that customer and are ideal for recording background information, preferences, or follow-ups—making every interaction more personalized and effective.

💰 Flexible Commission Settings for Sales Staff Orders

✅ 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 / Export CSV Interface for Sales Representatives [Add-On]

✅ Easily import your sales staff members using our dedicated, high-performance CSV import interface. Designed for speed and simplicity, this tool allows you to create and update multiple staff accounts in just a few clicks—ideal for bulk operations or initial onboarding. The import interface is directly accessible from the Magento backend and can also be executed via cron for automated or scheduled imports. To help you get started quickly, we provide a ready-to-use sample CSV file that clearly outlines the required structure and available fields. This ensures a smooth setup process and minimizes the risk of errors during import. Whether you're migrating from another system or managing a large sales team, our import tool offers a reliable, flexible, and efficient solution.

🔗 Powerful API Integration - REST & SOAP [Add-On]

✅ Our Sales Staff Extension offers full support for both REST and SOAP APIs (including SOAP v2), giving you maximum flexibility when integrating external systems into your Magento 2 environment. Whether you're working with a CRM, ERP, or custom business application, you can easily create, update, and manage sales staff accounts and their customer assignments via API—secure, scalable, and fully documented. By leveraging our API features, you can seamlessly automate the synchronization of sales staff and customer assignments from external platforms, connect your Magento store with popular CRM systems like Salesforce, HubSpot, or Zoho, and integrate with ERP solutions such as SAP, Microsoft Dynamics, or Odoo. The API also enables real-time access to customer and staff data across multiple systems, allowing you to build custom dashboards or workflows that are perfectly tailored to your internal business processes. Our APIs are ideal for enterprise-level automation and provide a robust foundation for building efficient and future-proof sales operations.

📊 Staff Reports - Track Performance of Sales Staff Accounts [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.

• ✅ 100% open source - no encryption, no restrictions
• ✅ Stable and mature solution developed by experienced Magento 2 experts
• ✅ Delivered with a comprehensive user manual for a smooth start
• ✅ Significant cost savings compared to custom development
• ✅ Support packages (6 or 12 months) include support, updates, and upgrades
• ✅ Easy updates via Composer - just the way it should be

We also offer optional services:

• ✅ Installation service - quick, secure, and hassle-free
• ✅ Custom modifications tailored to your project
• ✅ Development of custom Magento 2 extensions - upon request