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

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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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