Magento 2 Sales Representative vend products on behalf of the store owner. It is the sales representative who will be responsible for meeting sales targets and also for marketing the products.
It becomes easy for the customers as they will not have to make efforts to get in touch with the admin of a store. They can simply contact the sales rep for product or quote related queries.
Through Magento 2 Sales Rep extension, the admin can create the Sales Representatives and assign them to products or categories.
The customers may request a quote for a product(s). The sales rep assigned for that product shall take care or manage the quote request.
It is the right customers that the sales rep must look for so as to generate sales. Also, it will turn real revenue for the store. This way the sales rep builds the customers’ trust and create happy customers.
- This module is dependent on our Magento 2 Pricelist module. One must need to install the pricelist module so as to avail its functionalities.
- The admin can create multiple sales representatives.
- The admin can set default sales rep for category and product.
- If no sales rep is created, then admin, himself is the sales rep.
- The admin can assign roles such as Manager, sales rep, administrator etc to the sales reps.
- A team can be allocated to a sales rep by the admin.
- The admin may assign permissions to the sales rep.
- The sales rep’s activities can be viewed by the admin.
- Admin and sales reps also have their own sales rep dashboard.
- The admin assigns sales reps to the quote requests.
- A dedicated sales rep can be assigned manually or automatically.
- The Sales Reps are visible on category & product pages.
- Sales Representative have the leverage to manage their quotes and messages.
- Also, the Sales Rep can create quote responses for customer quotes.
- The report for each Sales Rep is generated.
- Customers can create quotes requests for a product(s).
- The customers can have a dedicated sales rep.
- The customer can message a sales rep regarding quotes requests.
Customers will get a zip folder and they have to extract the contents of this zip folder on their system. The extracted folder has an src folder, inside the src folder you have the app folder.
You need to transfer this app folder into the Magento2 root directory on the server as shown below.
After the successful installation, you have to run these commands in the Magento2 root directory.
First command – php bin/magento setup:upgrade
Second command – php bin/magento setup:di:compile
Third Command – php bin/magento setup:static-content:deploy
For translating the module language, navigate through src/app/code/Webkul/Salesrep/i18n and edit the en_US.csv file.
Thereafter, rename the CSV as “en_SA.csv” and translate all right side content after the comma in the Arabic language. After editing the CSV, save it.
Then upload it to the path src/app/code/Webkul/Salesrep/i18n where the Magento2 is installed on the server. The module gets translated into the Arabic Language. It supports both RTL and LTR languages.
Configuration: Magento 2 Sales Representative
On successfully installing the Magento 2 Sales Rep extension, the admin can set the configurations by navigating through Sales Rep > Settings > Sales Rep tab.
- Dedicated Salesrep:
The Dedicated Salesrep tab includes the “Assign Manually” tab and the “Assign As” tab as shown in the image below.
The admin may choose the options as Yes and No against the “Assign Manually” tab.
If chosen as Yes against the Assign Manually tab, the “Assign As” tab is not visible and the admin will have to manually assign the Sales Representatives manually for each quote request.
If chosen as No against the Assign Manually tab, the “Assign As” tab shall be visible, against which the admin can select any of the three given options- “Default Product Sales Rep, Default Category Sales Rep, or First contacted sales Rep.”
- Default Product Sales Rep: Sales Representative assigned to the Products.
- Default Category Sales Rep: Sales Representative Assigned to the Category.
- First Contacted Sales Rep: The Sales Representative which was initially contacted.
- Default Salesrep:
Under the Default Salesrep tab, the “Category Sales Rep” and the “Product Sales Rep” tabs are present as shown in the image below.
Category Sales Rep tab includes a list of representatives which are assigned for the categories present in the frontend.
- Managers and Team:
Under Managers and Team, “Max. Number of Managers of Sales Rep” and “Max. Team Size” tabs are present.
The admin defines the maximum number of Sales Rep Managers against Max. Number of Managers of Sales Rep tab.
The admin defines the maximum size of the team against Max. Team Size tab.
Under the Mail tab, the “Default From Field” and the “Default From Name” tabs are present as shown in the image below.
Against the Default From Field tab, the admin defines the default email address.
- Sales Rep Emails:
The Sales Rep Emails tab includes the following-
- Order Emails to Sales Rep,
- Quote: Email to Admin, Email to Sales Rep, Email to Customer, Email to Managers, Update Email to Sales Rep, Quote Response Email to Customer,
- Add to Cart Email to Customer,
- Customer Message email to Sales Rep.
Sales_Rep Dashboard Options
Once the admin configures the Magento 2 Sales Rep extension successfully, the admin can set the configurations for the options for the SALES REP tab.
Let’s discuss the options under SALES REP tab:
- Sales Rep- Dashboard
On clicking the SALES REP tab, the first option visible is the Dashboard.
The admin can click on the Dashboard option, the Sales Rep Dashboard page opens up.
The admin can view statistics representations for details such as Totals, Averages, New Quotes, New Messages as shown in the image below.
- Sales Rep- Reports
The second option under SALES REP tab is Reports.
The Sales Rep Reports page displays all the sales representatives and their respective ID’s. It also displays the number of Orders, Sales, customers Quotes, and Messages for a particular sales representative as shown.
- Sales Rep- Orders
The third option under SALES REP tab is Orders.
On clicking the Orders option, the Orders page open up where which displays a list of orders for the sales representative.
- Sales Rep- Request for Quotes
The fourth option which is visible under the SALES REP table is Request for Quotes.
The customers can log in to the frontend and place a quote request for a product under Quote Requests tab.
As the quote is sent, a success message “Quote Created Successfully” display on top of the page as shown in the image below.
A table displaying the details of the quote which the customer requests shall appear as the quote is sent as shown.
In the backend, the admin can view the new quote requests by navigating through Sales Rep > Quote Requests.
A Request For Quotes page shall open up displaying a list of quote requests as shown in the image below.
The admin needs to click on “Respond” action so as to create a response for the quote request sent by the customer.
The Information tab includes the following:
Quote Request and Account Information: It includes the Quote Request’s date and Status and Account Information which includes the Customer’s Name, Email, and the Customer Group.
Requested Products: Product/ Products for which the customer places a quote request. It displays the Original Price, Required Price and the Expected Price per quantity.
Quote Request Actions: It includes the Notes and the Status for the respective quote. The admin can even choose to Notify Customer by Email and whether or not it shall be Visible to the Customer.
The admin can create a response for the quote requests sent by the customers by simply clicking the Create Response for Quote button as shown.
Under Message Thread tab, the messages which are exchanged between the sales rep regarding the quote request display.
The Assigned To tab includes:
Sales Rep Information: It includes Assigned Sales Rep and the Notes fields. Against the Assigned Sales Rep, the admin can assign a sales rep from the given list and add a note against the Notes field.
Quote Response tab:
Under the Quote Response tab, the sales rep can Create Response for Quotes which the customer requests.
On clicking the Create Response for Quote button, the admin can create responses for the quotes which the customers requests.
The customer needs to click on the View Quote action for the respective Quote Request ID.
As the customer clicks on the View action for the Quote ID under Quote Responses, the Quote Response page opens up as shown in the image below.
Once the customer Accepts the sales rep quote price, the respective sales rep can add a price rule under Price List(s) available for this customer, by clicking the Add Price List as shown in the image below.
On clicking the Add Rule button under Rules tab, as shown in the image below, the sales rep may add a new rule.
As the rule is created and saved, the Price Rule is added under Price List(s) Available for this customer.
- Sales Rep- Messages
The fifth option which is visible under the SALES REP table is Messages.
In the frontend, the sales rep is visible under the in the category and product pages as shown in the image below.
The customer will have to click on the Message button so as to message the sales rep. A pop-up, as shown in the image below, appears where the customer adds the message and sends it to the respective sales rep.
Thereafter in the admin panel, the admin will have to navigate through Sales Rep > Messages in order to view the conversation or messages regarding the quote which the customer generates.
On clicking the “Respond” button for the respective customer, the Message Thread page shall open up which displays the messages exchanged between the customers.
- Sales Rep- Customers
The sixth option which is visible under the SALES REP table is Customers.
The admin can view the list of customers by navigating through Sales Rep > Customers.
The complete information regarding the customer shall display on clicking the Edit button for a respective customer.
- Sales Rep- Sales Reps
The seventh option which is visible under the SALES REP table is Sales Reps.
The admin needs to navigate through Sales Rep > Sales Reps so as to view the sales representative and their respective details.
Admin can click on ‘Edit’ to view details of the Sales Rep.
The Edit Sales Rep page opens up which includes the following tabs- Sales Rep Info, Sales Rep Role, Sales Rep Team.
Sales Rep Info tab comprise of:
- Account Information, which includes the details such as User Name, First Name, Last Name, Email, Interface Locale etc.
- Current User Identity Verification, which includes the Your Password field.
Sales Rep Role tab comprises of the following sections:
- User Role
- Sales Rep Managers
- Mail Notifications
User Role section:
In the User Role Section, the admin may assign any of the roles given in the list to any Sales Representative.
Sales Rep Managers section:
Sales Rep Managers section displays a table which includes the details of the Sales Representative. Also, the Role which the admin assigns to the Sales Rep.
Under Mail Notifications, the admin can Forward:
- Order Conversation Emails: The admin either select “Yes or No” so as to forward and not forward the order conversation emails.
- Order Conversation Emails To: If “forward order conversation emails” field is set as yes, then against this tab, the admin needs to add to whom the emails must be forwarded.
- Purchase Order Emails: The admin either select “Yes or No” so as to forward and not forward the purchase order emails.
- Purchase Order Emails To: If “forward purchase order emails” field is set as yes, then against this tab, the admin needs to add to whom the purchase order emails must be forwarded.
Sales Rep Team tab:
Sales Rep Team tab displays a tabular demonstration which includes the details of the sales representative team as shown.
Price List Tab:
The Price List tab includes the following two options:
- View Price List
- View Price List Rules
Let us discuss each option available for Price List tab separately.
- Price List- View Price List
Under View Price List option, the sales rep can view the Price List created. The sales rep can also create a price list by clicking on the Create Price List tab as shown in the image below.
It includes the following tabs:
- Price List Information
- Customer Group
Price List Information:
The PriceRule_1 page opens up where the sales rep adds the details of the Price List Information. Like Price List Name, Priority, Start Date, End Date, and Status as shown in the image below.
Under the Customer Group tab, the sales rep can choose any of the given customer groups so as to create the Price List.
Price List: View Price List Rules
Under View Price List the sales rep can view the list of rules which are created.
The sales rep can create a new price list rule by clicking the Create Rule button. Also, they can choose to view the Price List Rule by clicking the View action against the Price Rule.
It includes the following tabs:
- Price List Information
Price Rule Information:
The Price Rule Information tab includes information about the Price Rule. It displays details such as Price Rule Name, Price Calculation Type, Price Type, Amount, Priority, Applicable on, and Status.
The sales rep can choose either the Rule is to be applied on the Products or Categories, as need be against the Applicable On field.
That’s all for the Sales Representative Extension for Magento 2. If you still have any issue feel free to add a ticket and let us know your views at webkul.uvdesk.com
Current Product Version - 2.0.0
Supported Framework Version - Magento 2.0.x, 2.1.x, 2.2.x,2.3.x, 2.4.x