User Guide for Sales Reps and Dealers by Amasty

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User Guide: Sales Reps and Dealers Page 1 Sales Reps and Dealers Magento Extension User Guide Copyright © 2011 amasty.com Support: http://amasty.com/support.html

description

Assign customers to sales reps/dealers, so they can manage only their customers and create orders for them. The extension lets you manage access permissions to orders and customers for admin users. Here's how it works: you assign customers to admin users and after that the admin users can view and edit only customers assigned to them; they can view and process orders only of their customers; they can create orders from admin panel only for their customers. Also the admin users can create new customers, who are automatically assigned to them. You can learn more at http://amasty.com/sales-reps-and-dealers.html

Transcript of User Guide for Sales Reps and Dealers by Amasty

Page 1: User Guide for Sales Reps and Dealers by Amasty

User Guide: Sales Reps and Dealers Page 1

Sales Reps and Dealers

Magento Extension User Guide

Copyright © 2011 amasty.com

Support: http://amasty.com/support.html

Page 2: User Guide for Sales Reps and Dealers by Amasty

Table of contents:

1. Create a role for sales reps and dealers …………………………………….. 3 2. Configure the role .…………………..…………………………………………….. 5 3. Create users for the role.…………..…………………………………………….. 6 4. Assign customers to the users …….…………………………………………… 8 5. How to find orders placed by customers assigned to the users …… 9 6. Assign the users to a particular customer group …………………..…… 10 7. Restricted users can see only customers assigned to them .………… 11 8. Restricted users can see only orders of customers assigned to them …………………………………………………………………………..………… 13 9. Restricted users can place orders from admin panel only for customers assigned to them ……………………………………………..………… 14 10. Sorting and filtering of orders by dealers ……………………………….. 15 11. Reassign dealers for orders ……………………………………………………. 16 12. Reassignment notifications …………………………………………………… 17

Copyright © 2011 amasty.com

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User Guide: Sales Reps and Dealers Page 3

To create a user role for sales reps/dealers please go to admin panel -> System -> Permissions -> Roles and press ‘Add New Role’ button.

First of all it is needed to create a user role for sales representatives (and/or dealers)

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1. Create a role for sales reps and dealers

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When specifying the role resources, please be aware that our extension works only for orders and customers and its restrictions apply to ‘Orders’, ‘Invoices’, ‘Shipments’, ‘Credit Memos’ and ‘Customers’ sections. You can assign other resources to the role, however they will not be restricted.

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1. Create a role for sales reps and dealers

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After you’ve created the new role, please see what id it has.

Then go to System -> Configuration -> Sales Reps and Dealers. There please fill in the id of the role in ‘Role ID’ field and save configuration.

Also you can define whether sales reps/dealers should receive copies of the order emails that go to customers assigned to them.

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2. Configure the role

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After that please go to System -> Permissions -> Users to create users for the role.

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3. Create users for the role

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Assign the user to the role and save the user.

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3. Create users for the role

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Then please go to edit the user and you will see new tabs. At the ‘Manage Customers’ tab you can assign customers to the user.

The user will be able to see only these customers on ‘Manage Customers’ grid, only orders placed by these customers on order grid and documents (invoices, shipments and credit memos) related to orders of these customers.

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4. Assign customers to the users

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At the ‘Reports’ tab you can see the list of orders placed by customers assigned to this user.

It is possible to filter and sort orders on this grid. So, for example, if you pay commissions to sales reps/dealers based on complete orders, you can filter the list to show only complete orders.

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5. Orders placed by customers assigned to the users

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At the ‘Restrictions’ tab you can assign the user to a particular customer group.

By default users are assigned to all customer groups. If you assign a user to a certain group, he or she will be able to add customers only to this group.

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6. Assign the users to a particular customer group

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Now I’m logged in under ‘rep_uk’ user.

On ‘Manage Customers’ page I can see only customers assigned to this user.

All customers created by the user from admin panel are automatically assigned to this user.

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7. Dealers see only customers assigned to them

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This is the list of orders that the main admin can see.

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‘rep_uk’ user can only see orders placed by customers assigned to him.

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8. Dealers see only orders of their customers

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When creating an order from admin panel, sales reps and dealers (in our case ‘rep_uk’ user) can only create orders for customers that are assigned to them.

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9. Dealers place admin orders only for their customers

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‘Dealer’ column is added to the order grid, so the main admin can see which orders are assigned to what dealers, filter and sort orders by dealers.

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10. Sorting and filtering of orders by dealers

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On order view page admin can see what dealer the order is assigned to and assign the order to a different dealer.

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11. Reassign dealers for orders

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At the extension configuration page (System -> Configuration -> Sales Reps and Dealers) you can setup email notifications for reassignment of dealers. Set ‘Send Emails’ to ‘Yes’ to send notifications to both new and old dealer once an orders is reassigned.

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12. Reassignment notifications

Reassignment notification is sent to this email when an order is assigned from a dealer to the main admin.

You can also choose email send and template for the notification. You can edit the default template provided with the module.

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Thank you!

Should you have any questions or feature suggestions, please contact us at:

http://amasty.com/support.html

Your feedback is absolutely welcome!

Copyright © 2011 amasty.com

User Guide: Sales Reps and Dealers Page 18 Support: http://amasty.com/support.html