Copyright © 2011 amasty.com                   Sales Reps and Dealers                              Magento Extension       ...
Copyright © 2011 amasty.com        Table of contents:         1. Create a role for sales reps and dealers …………………………………….....
Copyright © 2011 amasty.com                    1. Create a role for sales reps and dealers                               F...
Copyright © 2011 amasty.com                 1. Create a role for sales reps and dealers                                   ...
Copyright © 2011 amasty.com                                                                   2. Configure the role      A...
Copyright © 2011 amasty.com                                        3. Create users for the role                           ...
Copyright © 2011 amasty.com                                           3. Create users for the role                        ...
Copyright © 2011 amasty.com                                                 4. Assign customers to the users              ...
Copyright © 2011 amasty.com      5. Orders placed by customers assigned to the users    At the ‘Reports’ tab you    can se...
Copyright © 2011 amasty.com         6. Assign the users to a particular customer group    At the ‘Restrictions’ tab you   ...
Copyright © 2011 amasty.com                   7. Dealers see only customers assigned to them                              ...
Copyright © 2011 amasty.com                                          This is the list of orders that the                  ...
Copyright © 2011 amasty.com           8. Dealers see only orders of their customers                                   ‘rep...
Copyright © 2011 amasty.com         9. Dealers place admin orders only for their customers                              Wh...
Copyright © 2011 amasty.com                          10. Sorting and filtering of orders by dealers         ‘Dealer’ colum...
Copyright © 2011 amasty.com                                  11. Reassign dealers for orders                              ...
Copyright © 2011 amasty.com                                                      12. Reassignment notifications           ...
Copyright © 2011 amasty.com                                       Thank you!      Should you have any questions or feature...
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User Guide for Sales Reps and Dealers by Amasty

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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

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User Guide for Sales Reps and Dealers by Amasty

  1. 1. Copyright © 2011 amasty.com Sales Reps and Dealers Magento Extension User Guide User Guide: Sales Reps and Dealers Page 1 Support: http://amasty.com/support.html
  2. 2. Copyright © 2011 amasty.com 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 User Guide: Sales Reps and Dealers Page 2 Support: http://amasty.com/support.html
  3. 3. Copyright © 2011 amasty.com 1. Create a role for sales reps and dealers First of all it is needed to create a user role for sales representatives (and/or dealers) To create a user role for sales reps/dealers please go to admin panel -> System -> Permissions -> Roles and press ‘Add New Role’ button. User Guide: Sales Reps and Dealers Page 3 Support: http://amasty.com/support.html
  4. 4. Copyright © 2011 amasty.com 1. Create a role for sales reps and dealers 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. User Guide: Sales Reps and Dealers Page 4 Support: http://amasty.com/support.html
  5. 5. Copyright © 2011 amasty.com 2. Configure the role 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. User Guide: Sales Reps and Dealers Page 5 Support: http://amasty.com/support.html
  6. 6. Copyright © 2011 amasty.com 3. Create users for the role After that please go to System -> Permissions -> Users to create users for the role. User Guide: Sales Reps and Dealers Page 6 Support: http://amasty.com/support.html
  7. 7. Copyright © 2011 amasty.com 3. Create users for the role Assign the user to the role and save the user. User Guide: Sales Reps and Dealers Page 7 Support: http://amasty.com/support.html
  8. 8. Copyright © 2011 amasty.com 4. Assign customers to the users 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. User Guide: Sales Reps and Dealers Page 8 Support: http://amasty.com/support.html
  9. 9. Copyright © 2011 amasty.com 5. Orders placed by customers assigned to the users 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. User Guide: Sales Reps and Dealers Page 9 Support: http://amasty.com/support.html
  10. 10. Copyright © 2011 amasty.com 6. Assign the users to a particular customer group 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. User Guide: Sales Reps and Dealers Page 10 Support: http://amasty.com/support.html
  11. 11. Copyright © 2011 amasty.com 7. Dealers see only customers assigned to them Now I’m logged in under ‘rep_uk’ user. All customers created by the user from admin panel are automatically assigned to this user. On ‘Manage Customers’ page I can see only customers assigned to this user. User Guide: Sales Reps and Dealers Page 11 Support: http://amasty.com/support.html
  12. 12. Copyright © 2011 amasty.com This is the list of orders that the main admin can see. User Guide: Sales Reps and Dealers Page 12 Support: http://amasty.com/support.html
  13. 13. Copyright © 2011 amasty.com 8. Dealers see only orders of their customers ‘rep_uk’ user can only see orders placed by customers assigned to him. User Guide: Sales Reps and Dealers Page 13 Support: http://amasty.com/support.html
  14. 14. Copyright © 2011 amasty.com 9. Dealers place admin orders only for their customers 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. User Guide: Sales Reps and Dealers Page 14 Support: http://amasty.com/support.html
  15. 15. Copyright © 2011 amasty.com 10. Sorting and filtering of orders by dealers ‘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. User Guide: Sales Reps and Dealers Page 15 Support: http://amasty.com/support.html
  16. 16. Copyright © 2011 amasty.com 11. Reassign dealers for orders On order view page admin can see what dealer the order is assigned to and assign the order to a different dealer. User Guide: Sales Reps and Dealers Page 16 Support: http://amasty.com/support.html
  17. 17. Copyright © 2011 amasty.com 12. Reassignment notifications 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. 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. User Guide: Sales Reps and Dealers Page 17 Support: http://amasty.com/support.html
  18. 18. Copyright © 2011 amasty.com Thank you! Should you have any questions or feature suggestions, please contact us at: http://amasty.com/support.html Your feedback is absolutely welcome! User Guide: Sales Reps and Dealers Page 18 Support: http://amasty.com/support.html

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