Sales Representatives and Dealers For Magento 2
Key Features You Get with Our Magento 2 Sales Representatives and Dealers Extension:
- Assign specific dealers to customers for personalized service.
- Allow customers to choose their preferred dealer at registration or checkout.
- Display dealer details on customer dashboards and checkout pages.
- Notify dealers via email about order assignments and changes.
- Enable dealers to view only their assigned customers and orders.
- Provide detailed reporting on dealer performance and assigned orders.
Current Limitation in Magento 2
What Magento 2 Cannot Do
Running a B2B business can be tough when you can't choose the right reps and dealers. Magento's limited functionality of mananging and keeping track of dealers might slow down your sales team and frustrates customers with impersonal interactions. Customers want a personalized approach, and your business needs a smarter solution. It's time to streamline your sales process.
How Our Extension Solves This
Our Magento 2 Sales Rep extension simplifies your workflow with dealers and sales teams. Assign orders and customers to specific reps, display key info, and build loyalty with a personalized approach. This extension optimizes sales processes and drives business growth with trusting relationships and skilled sales reps. It also ensures a smooth sales process, taking your business to the next level.
Description
Create and Manage Dealer / Sales Rep Accounts
The Through the User Information Tab, store admins can create dealer accounts by assigning specific Magento backend users as dealers or sales representatives. Admins can restrict dealers to view only their assigned customers and orders, or grant broader access if needed. Admin can also set the dealer’s status as Active or Inactive from the backend.
Admin will also be provided with a “Additional User Information” tab where they can add information about dealers like Name, address, contact details, etc.
Assign Dedicated Dealers or Sales Reps to Customers Easily
The core feature of this extension is the ability to assign specific customers to dedicated sales representatives or dealers directly from the Magento 2 admin panel.
Through the Customer -> All Customers section, the store admin can view the complete list of customers available. From there, store admin can navigate to Customer Account Information Tab and assign a dealer from a dropdown list to ensure that each customer has a clearly identified point of contact. This simplifies communication, enhances relationship management, and creates accountability for your sales team.
Manage Customers Easily
In the Manage Customers tab, you can view the assigned customers to the Dealer. Once assigned, the Dealer user will only see these specific customers in the Manage Customers grid.
Allow Customers to Select Their Preferred Dealer At Registration Or Later
To enhance customer satisfaction and convenience, the Magento 2 B2B Sales Representative extension enables customers to select their preferred dealer at the registration stage. A simple dropdown appears on the registration form, allowing them to choose from the available dealer list.
This gives customers immediate control over who handles their account and strengthens trust through transparency.
This extension also allows customers to change their assigned Dealer later from their Account. This flexibility allows customers to manage their relationships, improving satisfaction and trust.
Manage Dealer Information Visibility on Customer Account & Checkout
Once a dealer is assigned to a customer, their information (such as name or contact details) is displayed on the Customer account and during Checkout. This visibility helps build stronger customer dealer relationships and improves the overall shopping experience by clarifying who is managing the account.
Assign Dealers to Specific Orders for Better Accountability
Beyond customer assignments, you can also assign dealers to specific orders via the Sales > Orders > Assign Dealer tab. Admin can easily edit the specific order they want to update. This feature makes sure that each order has a dedicated dealer and provides information on which sales rep is responsible for each order. Admins can add relevant notes or comments during the assignment process for internal clarity.
Comprehensive Dealer Management with Permissions & Restrictions
Through the Restriction tab, store admins can easily configure dealer-specific access. By default, they have access to all customer groups. But when you assign dealers to particular customer groups, they will have access only to the customers available in that group. This make sures that your team works efficiently within their scope while maintaining customer data security.
Streamlined Customer & Order Filtering by Dealer
To simplify backend management, Magento admins can filter both the Customer Grid and Orders Grid based on dealer assignments. This allows both admins and dealers to focus only on data, improving operational efficiency and minimizing clutter.
Simply navigate to
- Sales → Orders to view the list of all placed orders that are filtered out by the different dealers. The list will be based on the orders assigned to a particular selected dealer.
- Customers → All Customers to view the list of all customers that are filtered out by the different dealers. Customers assigned to a selected dealer will be displayed here.
Reassignment Workflow with Notifications for Clarity
Orders can be reassigned between dealers easily via the backend. Admins can document who reassigned the order, to whom, and leave comments for clarity. Automated email notifications keep both the previous and newly assigned dealer informed in real-time.
Additionally, the extension allows admins to decide whether dealers can reassign orders themselves or whether this action is restricted to admins only.
Detailed Reports to Evaluate Dealer Performance
A dedicated Reports tab allows dealers and store admins to view order history filtered by dealer assignments. This simplifies performance tracking and helps businesses monitor individual dealer contributions effectively.
Email Notification Configuration for Seamless Communication
The extension offers flexible email notification settings to ensure your dealers never miss an update:
- New order notifications
- Reassign notifications
- Customizable sender identity
- Custom email templates for consistency
These notifications improve responsiveness and strengthen accountability across your team.
Enhanced Admin Controls for System Flexibility
Admins benefit from additional configuration options to fine-tune the extension according to operational needs:
- Primary Dealer Default Setting
- Toggle for showing/hiding reassignment fields
- Display settings for reassignment history (from/to)
- Toggle for message author visibility
These controls ensure that the extension adapts to your internal processes seamlessly.
FAQs
Reviews
Customization
Changelog
Current Version Number : 2.0.0
Date : 04/08/2025
New Extension
- Mageants Team make new "Sales Representative & Dealers" extension.
Benefits Of A Sales Reps and Dealer Extension For Magento 2
Why Does Your Store Need Magento 2 Sales Rep Extension?
How Does Magento 2 B2B Company Account Extension Work?
- Streamlines the management of customer-dealer assignments.
- Enhances customer trust through personalized dealer connections.
- Improves dealer accountability with clear order and customer tracking.
- Enables targeted performance monitoring via dedicated reports.
- Reduces customer service complexity with structured dealer access.
- Increases operational efficiency with automated email notifications.
- Provides flexibility for customers to select or change dealers easily.
- Supports better segmentation and focused sales strategies.
- Managing B2B customer relationships effectively requires clarity, accountability, and personalization. This extension is designed to provide just that.
- Here’s why your store needs it:
- Simplifies customer management through clear assignments
- Enhances customer trust with transparent dealer visibility
- Improves sales team accountability with dedicated reporting
- Automates communication through dealer-specific notifications
- Enables flexible access controls to maintain data security
- Strengthens relationships by allowing customers to choose their preferred dealer
- You're running a wholesale business, a manufacturer’s store, or any B2B platform; this extension helps structure your sales process for maximum efficiency and customer satisfaction.
- The Magento 2 Sales Rep & Dealers Extension typically works by:
Allowing store admins to create and manage sales reps and dealers. - Assigning specific customers and orders to individual sales reps.
- Customers can also select their preferred dealer during account registration or update it later from their account
- Displaying sales rep information in customer accounts.
- Enabling communication and relationships between sales reps and customers.
- Providing sales representatives with the ability to handle orders and client communications.
- Admins may reassign orders, control access, and keep an eye on dealer performance with comprehensive reporting.
- Real-time updates and assignments are sent to dealers and administrators via automated email notifications.
Why Choose MageAnts
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30 Days Money Back Guarentee
We offer 30 Days money back guarantee if customer meets our refund policy. For more info you can read our terms and condition
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100% Bug Free
Our team follow rules and takes care of perfect setup to ensure a bug-free and error-free code for the development process of theme, extension, or website development.
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Free 90 Days Support
MageAnts ensures quick and quality technical support. Take advantage of our 90 days free support for a smooth and efficient experience.
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Frequent Extension Updates
Intensive update roadmaps ensure highly compatible, bug-free, great performance, and innovative extensions.
