Documentation for Sales Representatives and Dealers

Enhance Customer Service with the Sales Representatives & Dealers Module

• Assign Individual Dealers to Customers: Provide each customer with a dedicated Dealer for personalized service.
  

• Allow Customers to Choose Their Dealer: Enable customers to select their preferred Dealer during account creation or at checkout.
  

• Display Dealer Information on Front-end Pages: Show the assigned Dealer’s details on the Customer Account and Checkout pages.
  

• Track Orders Assigned to Each Dealer: Easily view and manage all orders linked to specific Dealers.
  

• Leverage Email Notifications for Dealers: Use the built-in email notification tool to send updates about Dealer assignments.
  

There are two ways of installing extension in magento2.

1. Using COMMAND LINE.
   
2. Manually Install extension.
   

Option 1: Magento 2 install extension using COMMAND LINE (Recommended)

Follow below steps to install extension from the command line.

Step 1: Download the extension and unzip it.

Step 2: Upload it to code directory in your magento installation’s app directory If code directory does not exists then create.

Step 3: Disable the cache under System → Cache Management.

Step 4: Enter the following at the command line:

           Php bin/magento setup:upgrade
           Php bin/magento setup:static-content:deploy

Step 5: Once you complete above steps log out and log in back to the admin panel and switch to Stores → Configuration → Mageants → Sales Representatives & Dealers, the module will be displayed in the admin panel.

Option 2: Magento 2 install extension manually

Step 1: Download the extension and unzip it.

Step 2: Upload it to code directory in your magento installation’s app directory If code directory does not exists then create.

Step 3: Disable the cache under System → Cache Management Edit app/etc/config.php file and add one line code: ‘Mageants_SalesReps’ ⇒ 1

Step 4: Disable the cache under System → Cache Management

Step 5: Once you complete above steps log out and log in back to the admin panel and switch to Stores → Configuration → Mageants → Sales Representatives & Dealers, the module will be displayed in the admin panel.

After installing the Sales Representatives & Dealers, log into your admin panel to configure it’s setting.

Extension Configuration:

You can access the extension setting as shown in this screenshot below.

To configure the extension go to: Store > Configuration > Mageants > Sales Representatives & Dealers

From here, you can customize all the available options to suite your store’s need

General Configuration

• Primary Dealer: Select a default dealer to be automatically assigned to new customers.
• Send New Order Email to Dealer: Select 'Yes' to send a new order email to the assigned dealer.
• Enable Re-assign Fields: Choose to show or hide the reassigned fields in the backend.
• Display From To: Show or hide who reassigned the order and to whom it was reassigned.
• Display Message Author: Enable or disable the display of the message author.
• Hide Manage Customers tab from view: Choose whether to show or hide the Admin edit user page.
• Enable Dealers to View All Customers and Orders: Enable this option to allow dealers to view all customer and order records.

Re-assigned Order Notification Configuration

The dealers will receive a notification when an order is assigned to them.

• Send Mails: Enable this setting to notify both the previous and newly assigned dealers when an order is reassigned.
• Allow Dealers to Reassign Orders to Other Dealers: Select 'No' to restrict dealers to assigning orders only to store administrators. Select 'Yes' to allow them to assign orders to other dealers.
• Store Admin Name: Set the admin Name who will be notified by email (Admin User).
• Store Admin Email: Upon order reassignment, a notification will be sent to the specified email of the new assignee for (Admin User).
• Email From: Select the sender for outgoing emails.

• Email Template: Specify the email template to be used.

Front-end Configuration

• Enable Customers to Choose a Dealer During Registration: Enable or disable the option for customers to select a dealer during registration.
• Enable Customers to Choose a Dealer from Their Account: Enable or disable the option for customers to select a dealer from their account.
• Display Dealer Information at Checkout: Enable this option to display the dealer's description on the checkout page.
• Display Dealer Information in Customer Dashboard: Enable this option to display the dealer's description on the customer's dashboard.

Back-end :

Create Dealer User: While creating or editing an administrator user under System > Permissions > All Users, you will find the Sales Representatives & Dealers section. Set the Is Dealer User option to Yes to designate the user as a Dealer

Additional Information: After assigning the user as a Dealer, additional tabs will appear in the user profile section. You can use these to enter the dealer's details under the Additional Information tab.

Manage Customers: In the Manage Customers tab, you can see assign customers to the Dealer. Once assigned, the Dealer user will only see these specific customers in the Manage Customers grid.

Restriction: The Restrictions tab allows you to assign a Dealer user to a specific customer group. By default, users have access to all customer groups. However, if you assign a user to a particular group, they will only be able to add or create customers within that group. This helps enforce customer segmentation and ensures that Dealer users operate within their designated scope.

Reports: The Reports tab provides an overview of all orders associated with the Dealer. It displays only the orders placed by customers assigned to that Dealer, allowing for easy tracking and performance monitoring of their sales activities.

Email Customization: To send customized emails with the necessary information, you can use the built-in Assign Dealer email template.

Filtering Orders by Dealer: To Navigate to Sales → Orders. Here is the list of all placed orders that filter out by the different Dealer’s. This view displays only the records related to orders assigned to the selected Dealer.

Filtering Customer by Dealer: To Navigate to Customers → All Customers. Here is the list of all customer that filter out by the different Dealer’s. This view displays only the records related to customer assigned to the selected Dealer.

Assigning Dealers for Orders: To assign an order to a Dealer, navigate to Sales → Orders and edit the specific order you want to update. In the Assign Dealer tab, you can select the Dealer who will be responsible for the order. Additionally, you can use the Comment field to add any relevant notes or instructions during the assignment process.

Assign Dealer To Customer: Navigate to Customers → All Customers to view the complete list of customers available to the main administrator. When editing a customer, under the Customer Account Information tab, you will find a Dealer dropdown. This allows you to assign a specific Dealer to the customer.

Registration: During customer registration, the customer has the option to select a Dealer from a dropdown list. This allows the customer to be linked to a specific Dealer right from the time of account creation.

Dealer: Customers have the ability to change their assigned Dealer from their Account page. This feature enables customers to manage their Dealer relationship directly by selecting a different Dealer when needed.

Dealer Information: The assigned Dealer's information is visible on the Customer Account page, allowing customers to view information. This information is also displayed on the Checkout page, ensuring transparency and consistency throughout the purchasing process.