Sales Representatives & Dealers

With MageAnts Sales Representatives & Dealers for Magento 2 Extension, your business can finally offer the personal touch customers expect. Assign sales reps, keeping track of their orders, and keep buyers connected with the right person at every step, helping you boost trust and grow repeat sales. For any growing business, building trust with customers is just as important as making sales. But the default Magento setup doesn’t really give you a way to link each customer to a dedicated sales rep or dealer. This often creates gaps, missed follow-ups, unclear responsibilities, and sometimes even lost orders.

The Sales Representatives & Dealers Extension for Magento 2 fills that gap by letting store owners assign customers to specific dealers. Customers can be automatically matched with a dealer, or even choose one themselves while signing up or checking out. They’ll see their dealer’s details in their account and, if needed, can easily switch to another representative.

On the backend, dealers and admins get everything they need to manage relationships effectively, from tracking customer activity and handling assigned orders to receive instant email notifications about new assignments or changes. This keeps everyone informed and makes sure no customer gets left back.

By adding this extension to your store, you’re not just improving customer service; you’re giving your sales team the tools to work smarter, maintain client relationships, and also shift one time buyers into long term customers.

Key Features:

Assign Dealers to Customers
Easily assign a dedicated sales representative or dealer to each customer. Customers feel more connected with your store when they have a personal point of contact.

Customer Choice of Dealer
Let customers choose their preferred dealer during registration or from their account dashboard. This flexibility gives them control over who they interact with.

Dealer Information on Frontend
Display dealer details directly on customer account pages and during checkout. Customers can clearly see who their assigned dealer is, making the buying journey clearer.

Track Orders by Dealer
Admins and dealers can track all orders linked to specific dealers. This makes it easy to monitor performance, measure results, and identify the top performing sales reps.

Email Notifications for Dealers
Automatically notify dealers when a new order is assigned to them or when it is reassigned. This ensures timely responses and better order handling.

Reassign Orders with Ease
Orders can be reassigned to different dealers when needed. Notifications are sent to both the previous and new dealer, keeping everyone updated.

Restrict Dealers by Customer Groups
Assign dealers to specific customer groups so they only manage customers within their scope. This helps organize customer management and prevents overlap.

Dealer Performance Reports
View detailed reports showing all orders and sales activities linked to a dealer. Store admins can track performance and make data driven decisions.

Filter Customers & Orders by Dealer
Quickly filter the customer list and order grid by dealer. This saves time and makes management more efficient for large stores.

Allow Dealer Information Customization
Add or edit dealer information in the backend, including profile details and additional notes. Personalized dealer details make communication more authentic.

Customer Friendly Dealer Management
Customers can change their assigned dealer from their account page if they prefer a new contact person. This puts them in control of their buying experience.

Full Feature List:

• Assign a dealer or sales representative to each customer.
• Allow customers to choose a dealer during registration or checkout.
• Display dealer information in the customer dashboard & checkout page.
• Track and filter orders by dealer.
• Reassign orders to other dealers when required.
• Automatic email notifications for new order assignments and reassignments.
• Restrict dealers to specific customer groups.
• Generate dealer wise sales and order reports.
• Filter customers and orders by dealer for better management.
• Customers can change their dealer from their account.
• Admins can customize dealer details with additional information.