Configure Magento to sell through sales Rep.
$250-750 USD
Paid on delivery
I will sell cctv cameras, alarms and security products. On top of regular sales to end consumers, I want the installation service provider acting as a sales rep to our store.
He (the installer) indicate my store to the final customer, go to the store and select the equipment to be used in the customer’s project and then make a quotation.
Once quotation is made, he will insert the end customer’s e-mail and send it to him. This e-mail to end customer shall include an URL that allows him to enter quotation and complete purchase.
Premisses:
1) External sales rep has access only to frontend using login and password
2) “Sales Commission” attribute shall be included in customer data for the Sales Rep group. This shall be a percentage. Standard value will be set on admin
3) Sales rep belongs to a Customer group and only for this group the Quote button appears (regular customer can only place orders, not quotes)
4) On customer section, sales rep will have “my quotes” section where he can list his quotes. List shall show quote number, status, total amount, total commission and end customer name
5) If the quotation is converted to order, sales rep can only see the status, they can´t edit or delete it
6) Sales Rep creates, saves, edits and sends the quotation to Final Customer (Name and email of final customer on quote)
7) Each quote shall have a code/number associated to it
8) Both sales rep and end customer can place order based on a quote
9) End customer never sees sales rep commission
10) Commission percentage value can be customized per sales rep (sales rep can have a lower or higher commission)
11) When creating/editing a quote, Sales Rep can choose to receive the totality of his sales commission or give a discount to the customer and receive a smaller sales commission. The sales rep can modify the commission/discount level through a slider bar and check the discount value and the commission value near of this slider bar
12) % discount to end customer + % commission = % commission set on sales rep record
13) On top of having quote details on its body, quote e-mail sent to customer shall include a PDF with the quote
14) When the final customer clicks on the link, they are directed to the cart and they can change the quotation (exclude itens, modify quantity etc
15) To place order, final customer must register (if not yet registered) through normal registration process
16) Sales rep will register on store as a regular customer. Change in customer group will be done manually in admin by our staff
17) After the final customer converts the quotation to order and this order is approved, automatically creates a sales commission that must be paid to sales rep and it can be verified on each order( when you click on the order details, is possible to see the sales rep assigned, the commission and the discount applied)
18) When the order is placed by customer, sales rep receives the email with their customer order details and the value of sales commission assigned to this specific order
19) Include a column on admin order grid “Sales Rep” that shows name of rep assigned to each order
20) Create a quotes grid on admin (same format as orders grid)
21) Quotes can be edited from magento admin
Project ID: #6977375
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Hello.. I have an experience of more than 6 years in web development and maintenance. I have in-depth knowledge of php, mysql, jquery, paypal integrations, API's, css, html, html5. Our team is experienced, creative More
Hi, I (Myself a senior PHP, ASP.NET programmer using C# and VB) have a team having experience of more than 10 years in developing web and mobile applications. I have a team of expert programmers who write robust and bu More