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Magento 2 Sales Rep

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Magento 2

Sales Representative is an additional feature for Magento 2 that allows store owners to create sales users and assign customers to them.

Magento 2 Sales Rep extension supports admin in any way to build the perfect sales reps team, make it easier for the admin to manage the customers and make customers happier.

  • Add "Salesperson" to user roles of Magento 2;
  • Create unlimited “Sales Rep” and “Admin Sales Rep” accounts;
  • Assign customers to a specific representative from the admin;
  • Update the appointment via email and in My Account;
  • Allow professional management in seller view;
  • Coming Soon - API Support, Frontend Options, Reports, History Log;
  • Work with Company Account, B2B Registration, Quote extensions;
  • NEW! API support is now on board! Check our User Guide for details.

New Update:

  • Compatible with Hyva Theme
  • Compatible with Magento 2.4.7 & PHP 8.2

>> Leverage your B2B store with this module & other ones in this Pro B2B Package!

Book a Demo Live »
|
ComposerPacks
Open Source (CE): 2.3.x - 2.4.x
|
Commerce On-Premise (EE): 2.3.x - 2.4.x
Frontend Demo Luma Backend Demo Luma Installation Guide User Guide

Sales Representative is an additional feature for Magento 2 that allows store owners to create sales users and assign customers to them.

Magento 2 Sales Rep extension supports admin in any way to build the perfect sales reps team, make it easier for the admin to manage the customers and make customers happier.

  • Add "Salesperson" to user roles of Magento 2;
  • Create unlimited “Sales Rep” and “Admin Sales Rep” accounts;
  • Assign customers to a specific representative from the admin;
  • Update the appointment via email and in My Account;
  • Allow professional management in seller view;
  • Coming Soon - API Support, Frontend Options, Reports, History Log;
  • Work with Company Account, B2B Registration, Quote extensions;
  • NEW! API support is now on board! Check our User Guide for details.

New Update:

  • Compatible with Hyva Theme
  • Compatible with Magento 2.4.7 & PHP 8.2

>> Leverage your B2B store with this module & other ones in this Pro B2B Package!

Book a Demo Live »
|
ComposerPacks
Open Source (CE): 2.3.x - 2.4.x
|
Commerce On-Premise (EE): 2.3.x - 2.4.x
Frontend Demo Luma Backend Demo Luma
Installation Guide User Guide
Links

$119.00

 

Free
1-Year Support

 

Free
Lifetime Update

 

Free
Installation

 

(*) 30-Day
Money Back

$119.00

As your B2B business grows, managing your store and taking care of the increasing customer becomes quite challenging.

By default, the admin has to take over all transactions, which is such an overload. Understanding that store owners need some helping hands, we developed the Magento Dealers extension to fulfill the needs of building a productive reps team.

Professionalize The B2B Workflow with Magento Sales Representative

In B2B, every order is a network of transactions in which the business should keep in right touch with the customer - or to be specific, another company - to deliver a professional shopping experience.

Therefore, the representative team is a crucial aspect of a successful B2B business. Each sales person will take care of specific customers from the point of creating an account to the point of sealing a deal, and to resolving customer-facing problems.

The default Magento allows admin to create various users and assign roles. However, it lacks the role built for representatives.

BSS brings you the perfect solution to break this limitation - Magento 2 Sales Team extension.

why-you-need-Magento-2-sales-repwhy-you-need-Magento-2-sales-rep

Take Full Advantage of Sales Assistant for Magento 2 Solution Features

Simply put, Magento 2 Sales Assistant extension creates a role with necessary resources and accesses for a representative to manage the relationship with his/her customers - for example, updating on the customer information, proceeding orders, and receiving related email messages.

Then, all you need to do is to create a “Sales role” with the built-in role resources and “Sales users” accordingly.

Once the user is assigned to the customers, she/he will take charge of all transactions.

magento-2-sales-rep-extension-flowmagento-2-sales-rep-extension-flow

Create an additional “salesperson” resources

As mentioned, you - the store admin can create unlimited roles with the “Sales dealers” resource we developed for your sake.

Even more, we provide two levels of Magento 2 representative role to manage customers better:

  • Sales rep: Users with this role can access a tab in the admin panel to manage customers, orders, and quotes assigned to them.
  • Admin sales rep: Users with this role can manage customers, orders, and quotes assigned to all other representatives.
Manage-All-User-Roles-in-GridManage-All-User-Roles-in-Grid
Create-The-Roles-of-Sales-RepsCreate-The-Roles-of-Sales-Reps
Create-The-Roles-of-Admin-Sales-RepCreate-The-Roles-of-Admin-Sales-Rep
Assign-Resources-to-The-Role-UserAssign-Resources-to-The-Role-User

Create accounts for Magento sales rep and admin sales rep

The next step is to create users and grant them the created Sales Rep and Admin Sales Rep roles.

The users, then, can login with the username and password.

In addition, you can tailor some information about the representative to show it in My Account of the customers.

Create-a-New-Sales-Rep-UserCreate-a-New-Sales-Rep-User
Assign-Roles-to-Specific-UsersAssign-Roles-to-Specific-Users
Add-Information-to-Sales-Rep-UserAdd-Information-to-Sales-Rep-User

Notify customers of the assigned dealers

At the time that a customer is assigned under the management of the sales representative for Magento, an email notification will be sent. In the future, when the customer switches to another seller, he/she will also be informed.

The information of the representative is also visible in My Account so that the two can connect to each other easily.

Enable-Sales-Rep-and-Setup-Email-Notifications data-element=Enable-Sales-Rep-and-Setup-Email-Notifications
Notify-Customers-of-The-Assigned-Sales-RepNotify-Customers-of-The-Assigned-Sales-Rep
Notify-Customers-of-The-Unassigned-Sales-RepNotify-Customers-of-The-Unassigned-Sales-Rep
Show-Sales-Rep-Information-under-My-AccountShow-Sales-Rep-Information-under-My-Account

Take over customers in the sales user’s view

In the admin panel, the representative is able to access and take over the grids of customers and orders. The interface is similar to that of the store admin’s view.

In terms of the admin representative, he/she will have customers, and orders of all representatives recorded.

Coming-soon features that “Come Soon!”

We are in the development of Sales Team for Magento 2 extension and we promise to continuously update our solution with more advanced features in the time soon.

So, take notes:

Build the pro sales team to streamline B2B workload. Install Magento 2 Sales Rep extension NOW!

Why BSS Magento 2 Sales Rep

Competitive Price

Every merchant needs to survive – we do understand. That’s why we keep the price as low as possible.

Dedicated Support

We are all ears to your problems, either with our extensions or customizations. FREE 1-year support is included.

Open Source

The source code is completely open to inspect, modify and enhance according to your business purposes.

Qualified Code

We have developed a validation tool to ensure that every piece of code follows Magento coding standards.

High Compability

Our modules work well with each other. Even you want ours to be compatible with those of others. We are here to help

Simple installation

We simplify and clarify the installation process, so you can get the extension played for your website in clicks.

Quick Update

Your business and customers’ demands are ever-changing. Our extensions are also up-to-date with new features.

Business expert

Our certified experts get involved from the extension development to support to bring you efficient and budget solutions.

Easy to Use

No need to install bunches of redundant features. We select the most relevant functions to ensure the user-friendliness.

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Release Note
  • v1.1.5 (Mar 25, 2024): Fix bug: the column filter for Sales Rep Customer grid is not working.
  • v1.1.4 (Nov 7, 2023): Fix bug: displaying the columns related to customer grid in the order grid for sales representatives
  • v1.1.3 (Apr 7, 2023): Update: Compatible with Magento v2.4.6 & PHP v8.2
  • v1.1.2 (Nov 29, 2022): Update save changed columns in Customer in Sales Rep dashboard.
  • v1.1.1 (Oct 29, 2022): Fix bug not loading email templates; Compatible with Magento 2.4.4; Fix Order & Shipment permission.
  • Hyva compat: v1.0.0 (Oct 6, 2022): Update first version compatible with Hyva theme.
  • v1.1.0 (Sep 27, 2022): Fix full order permission on Sale rep dashboard for salesrep role.
  • v1.0.9 (Sep, 14, 2022): Update compatible with Magento 2.4.4.
  • v1.0.8 (May 31, 2022): Compatible with Magento 2.4.4 and PHP 8.1.
  • v1.0.7 (Mar 28, 2022): Fix bug not showing Yes in “Created by Admin” config when creating orders from Backend; Support API; Fix bug Unique constraint violation found; Update display “First Name” and “Last Name” of Sales rep replace for “User name” in My Account Dashboard and email notifications; Fix bug sends wrong email template when unassign sales rep.
  • v1.0.5 (Jun 10, 2021): Fix viewing invoice issue; Fix unable to view customers assigned
  • v1.0.4 (Jan 4, 2020): Fix bugs on Magento 2.4.1; Fix Sales/Order Permission
  • v1.0.2 (Oct 18, 2020): Fix bug of creating orders for new customers; Add "Is Company Account" column into customer grid page; Add "Sub user name", "Customer Name" columns into quote grid page; Fix display issue of 2 sales reps in column controls in customer grid page; Add "Created By Admin", "Sub user name" columns into quote grid page; Fix bug when installing sales representatives and Quote Extension, Fix compatible issue on Magento 2.4
  • v1.0.1 (Jun 08, 2020) : Fix bug assigning representative
  • v1.0.0 (Jun 24, 2020): First Release
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