With the help of this B2B Magento 2 extension, you will easily create and manage sales staff members in your ecommerce website. Being highly flexible, the AIRBYTES Sales Staff Magento 2 module allows to control the whole process from sales staff registration to order management. It is also possible to allow managers to register as sales staff members independently with your further approval. We describe these and other features below.
Go to your Magento 2 backend and create sales staff members right there. Next, you will be able to assign customers to these roles, activate and deactivate roles, and assign sales staff to all or particular customers.
Furthermore, it is possible to create sales staff in the frontend. Type in a special URL and utilize the desired functionality unless it is disabled in the backend. Note that after registration, a new sales staff member should be approved via the backend.
Another important feature is related to commission discount. You can set it on per sales staff basis. Besides, it is possible to take into consideration such aspects as net total amount, total amount, and discount per product.
And it is possible to import sales representatives and corresponding data via CSV. A sample CSV file is provided with the AIRBYTES Sales Staff Magento 2 extension.
In configuration, you can decide whether passwords on import are encrypted or not. Besides, it is possible to use staff-id for invisible customers, enable multiple staff for a single customer, and allow staff to specify passwords for customers and search customers on the frontend.
Other options allow you to add staff ID to entity-id column in the frontend, add footer link for staff signup, list customers in the frontend, activate check and staff in frontend as well as create new customers there, select commission type, and specify login post URL handle.
These are various email settings:
This is how the grid with staff looks in the backend:
While creating a new staff, you can assign customers to it:
Staff parameters are the following:
- Name – a name of a staff member;
- Password – his or her password;
- Email – a contact email address;
- Phone – a contact phone number;
- Commission – a commision rate of a staff member;
- Access to all Customers – here, you allow or deny access to all customers;
- Status – activate staff member here;
- Send Email – activate email notifications;
- Website – select a store view.
This is how search is implemented on the frontend:
And if you want to register a new customer, the corresponding form has the following appearance:
If a customer already exists, you will see the following message:
Staff account signup page:
The AIRBYTES Sales Staff Magento 2 extension provides a great opportunity to create staff members and assign customers to them. Thus, you get a B2B feature that is missing in default Magento 2. Something similar is possible with Sales Reps and Dealers, but not with the out-of-the-box platform. As for the price of the AIRBYTES Sales Staff Magento 2 module, it costs € 999. The appropriate Magento module is slightly less expensive – € 699.