Configure Magento to sell through sales Rep.

In Progress Posted Jan 14, 2015 Paid on delivery
In Progress 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

Magento PHP Software Architecture

Project ID: #6977375

About the project

7 proposals Remote project Active Jan 15, 2015

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mrroberto

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$750 USD in 14 days
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pointlogic

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