Best Guide To Use Magento 2 Sales Rep Extension | Sales Dealers 2024

April 27, 2019

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Best Guide To Use Magento 2 Sales Rep Extension _ Sales Dealers 2019

Magento 2 Sales Rep extension is released to meet your demand for enhancing the customer shopping experience by personal service. Each dealer will be assigned to customer quotations and support customers. This tutorial ”Best Guide To Use Magento 2 Sales Rep Extension” is specially written for customers who purchased our Magento 2 sales rep extension and get trouble using it easily and effectively. Also, the guide will be very useful for Magento 2 lovers who want to explore how our Magento 2 sales representatives extension works.

That’s not all, for visitors who are looking for the best Magento 2 dealers extension, this blog will give them one more reason to purchase it for their online store.

Prominent Features:

Build positive relationships with clients
Assign customers quotations to a salesperson
Enable shoppers to select preferred dealers
Check dealer info & change dealer in ‘My Account
Allow dealers to assign quotes to others
Display dealer’s information on frontend
Notify customers when dealers changed
Notify sales reps by emails
Freely customize email notification templates
Manage quotations effectively
Control sales dealers easily
Quickly track sales reps customers
Assign to sales order, invoice, shipment (coming)
Assign permission on cms pages, blocks (coming)
Send messages between dealers & assigned customers (coming)
Sales rep advanced report (coming)

Compatibility: Magento CE & EE 2.0.x, 2.1.x, 2.2.x, 2.3.x

Table of Contents

How To Use Magento 2 Sales Rep Extension Effectively

Table of Content

Best Magento 2 Sales Rep Extension - Sales Dealers

Frontend Demo Backend Demo(salesrep2/landofcoder1)

Before using sales rep extension for Magento 2, you should install the module first. To setup the extension, you can refer this video guide.

Now, let’s start to use Magento 2 sale reps extesnion in a correct way.

1. How Customers Add A Sales Rep When Creating Account

With Magento 2 dealer extesnion, customers can select a sales representative when they create an account on the frontend. Firstly, customer will click on ‘Create an Account’ and fill out all required information.

How Customers Add A Sales Rep When Creating Account with Magento 2 Sales Rep Extension

And at the section ‘Choose a Sale Representative‘, select any salesperson who are available, then finish by clicking on the button ‘Create an Account‘.

Customers also can choose a sales representative after they have an account already. In their dashboard, go to ‘Sales Representative’, they will see all dealers with their information. Just select the preferred sale rep and ‘save’ your choice!

Customers choose a sale rep in their dashboard with Magento 2 Sales Rep Extension

Detail video guide:

2. How To Assign Sales Reps To Orders

Magento 2 sales reps and dealers extension allows the admin to assign sales dealers to customer orders. In the backend, you should go to ‘Sales’ -> ‘Orders‘, then click on ‘View‘ of the order you want to assign sale rep.

Assign Sales Reps To Orders in the backend of Magento 2 Sales Rep Extension

For each order, you can go to ‘Assign Sales Representative’ and select one sale rep you want to support for this order. Also, you can leave a comment and notify that dealer by email.

Assign sales dealers to orders in the backend of Magento 2 Sales Rep Extension

Then click on button to submit that comment for the dealer.

3. How To Assign Sales Dealers To Quotations

With sales representatives extension for Magento 2, you can assign and reassign sales dealers to customer quotations with ease.

Assign quotes to dealers in the backend of Magento 2 Sales Rep Extension

Pls go to ‘Sales’ -> ‘Quotations‘ and choose the targeted quote you want to assign a sales rep to.

Assign dealers to customer quotations in the backend of Magento 2 Sales Rep Extension

In ‘Assign Sales Representatives‘ section, you can choose an available sales rep, add a comment for the dealer and tick to the box to notify him/her by email. Then, click on the button ‘Submit Comment‘.

Customers can check the sales rep information in their quotes.

Customers check the sales rep information in their quotes with Magento 2 Sales Rep Extension

Check more details at our video guide:

4. Other User Guides For Mgento 2 Sale Rep Extension

How To Assign Sales Reps From Customer Information Page

How To Create A Sales Rep User

Also in the configuration, you can allow your dealers to assign quotes to other sales reps. Also, you can set email notification and so on. To check how to configure Magento 2 sales rep module, please check the video tutorial.

Hope that this guide for Magento 2 Sale Representatives extension will help you a lot when using the module. If you have any questions or need any support, feel free to contact us via live chat (GMT +7) or ticket system.

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