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Sales Representative Commission Manager for Magento® 2 by CreativeMinds

Cminds >> Extension for Magento® 2 >> Sales Representative Commission Manager Extension for Magento 2

Sales Representative Commission Manager Extension for Magento 2

Sales Representative Commission Manager for Magento® 2 by CreativeMinds video placeholder

The easiest and most robust way to manage and analyze sales representatives or dealer sales performance and commission over time.

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Enjoy sales representatives and sales commission management options like assigning sales reps to customer accounts or orders. This sales rep extension helps to increase sales and create a better customer experience.

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Sales Representative Commission Manager Extension

Does your Magento store rely on multiple sales representatives? If yes, then you know it can be difficult to track each employee’s sales performance and the commission owed to each for the orders they sell.

Measure Sales Rep Performance

The Magento Sales Representative Commission Manager Extension lets you measure how much your employees are selling and generate sales reports based on their performance.		 Report Showing Sales Rep Earning and Commission
Report Showing Sales Rep Earning and Commission

The sales rep extension shows sales reports, which can be used to make important decisions when managing multiple sales representatives and dealers.

Select SalesRep at Checkout

Create custom checkout messages, allow customers to pick their sales representative, automatically credits manual orders to sales reps and more!

 Checkout screen showing ability to select a sales rep
Checkout screen showing ability to select a sales rep

Assigning SalesRep to Customer

Assign customer accounts to sales reps for personalized, long-term service. For each purchase made from an assigned account, a sales commission will be granted to the assigned sales rep.		 Checkout screen showing ability to select a sales representative.
Checkout screen showing ability to select a sales representative.

This Magento® commission extension allows companies to manage individual sales reps and dealer commissions, as well as manage sales representative performance and create incentives for employees to sell more products.

Product Commission Groups

Assign specific commission percentages to groups of products with few clicks!

Create groups such as 'simple product' with 10% commision or 'complex sale' with 20% and connect them to relevant items.

 Managing product commission group
Managing product commission group

Using the Magento Order Sales Rep Manager Extension

  • Commission Management- Manage your sales rep commission amount and payment due dates
  • Track Sales Performance- Track your team’s performance and create sales incentives with sales reports
  • Customers Choose Rep- Allow customers to select their sales rep at checkout
  • Sales Rep Menu- Adds a drop-down menu to your site’s one-page-checkout showing the representative’s name
  • Commission Tracking- Manage and keep track of commissions paid and not yet paid
  • Commission Rates- Override commission rates for specific products in cases when they have a higher or lower margin than others
  • Customer Assignment- Assign customers to a specific sales representative after their first order

Advanced Sales Reps Reports for Magento Allows You to

  1. View which sales rep sell the most per day/week/month
  2. Track changes in employees performance over time
  3. View which sales reps have the highest return rates
  4. View exact orders for each sales rep
  5. View pending and paid-out employee commission earnings

Sales Representative Commission Manager Resources

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Magento Sales Rep Related Blog Posts

Magento Sales Representatives Manager Features

Please check the user guide to learn more about this extension.

Calculate Commission – Set commission rates based on performance
Manage Commission – Track dealer commission earnings as paid or unpaid
Individual Commission – Customize commission rates for each sales rep
Track Commission – Show sale agents commission earnings and status (paid, unpaid, ineligible)
Change Rep – Retroactively change the rep assigned to an order (only the admin)
Sales Team Manager – Assign managers to a sales team
Manager Commission – Define custom commission rates for sales rep managers
Commission by Product – Override default commission rates and assign different commissions to different products
Email Reports – Send automatic email reports to sales reps, managers and the admin with information about orders. Learn more
Personal Sales Agent – Assign customers to a dealer or sales reps long-term
Credit New Orders Automatically – If a rep is assigned to a customer, new orders from that custom will be credited to him/her automatically
Enable, Disable Front-End – Show or hide the rep selector during checkout

SalesRep Extension Image Gallery

SalesRep Extension Frequently Asked Questions

Please check the user guide to learn more about this extension.

Does the module work with one page checkout?

Yes. It is easy to make the module work with one step checkout.

You simply have to copy/paste the code that has been injected into your checkout page into the one step checkout page.

Because it’s an aftermarket module and not present on all the stores we work with, it is impossible for us to integrate it into the package files, so each store owner will have to do this piece manually if they use one step checkout.

How does the manager or tiered sales commission function works on Deluxe?

Our deluxe edition allows you to specify two different sales commission rates for each employee.

One commission rate is applied to orders the employee enters themself. Another rate is applied to orders entered by that employee’s team. You can assign a manager to each team member, or select “No Manager,” and all appropriate commissions will be calculated.

Please note that the manager’s commission is on top of the employee’s commission, which means it does not affect nor is it affected by the employee’s commission.

Do I have to show a drop-down selector at checkout? Can I only show certain reps?

It’s your choice. You can choose to hide it in the module settings. You can also select which reps show at checkout (if any).

Does the sales commission calculation include shipping and tax?

That’s up to you. Our module allows you to calculate sales commissions based on Subtotal or Grand Total, based on the settings you select.

What do you mean by 'Assign Customers to Sales Rep Semi-Permanently' in the Deluxe edition?

If you assign a sales rep to a customer, it will remain assigned until someone with admin privileges changes the assigned rep.

If they do so, the old orders will not be changed, but all future ones will.

I don't see the specific feature I am interested in. Can you build it for me? How much will it cost?

Chances are that we can. Some features are a bit complicated, others are simple customizations that only take a few hours of labor.

Does the module work with Magento Enterprise Edition?

It does, however, it requires a custom installation to function properly.

Customer Reviews for Sales Representative Magento 2

SalesRep Magento Extension Release Notes

  • June 30th, 2020 (1.1.21) – Product Commission Groups RELEASED.
  • June 15th, 2020 (1.1.18) – Add feature to calculate Sales Representative or Manager comission based on margin between product Price and product Cost.
  • Feb 15th, 2020 (1.1.16) – Add checkout dropdown show by URL parameter
  • Feb 7th, 2020 (1.1.15) – Fix issue with assigned sales representative display
  • Jan 4th, 2020 (1.1.14) – Fix checkout salesrep selector for registered users
  • Dec 29th, 2019 (1.1.11) – Add multilanguage support. Fix issue with currency conversion
  • Dec 28th, 2019 (1.1.10) – Compatible with 2.3.3. FIX select query for admin customer grid
  • Oct 28th, 2019 (1.1.9) – Fix issue with filtering order create grid according to representative permissions.
  • May 22nd, 2019 (1.1.8) – Fix: Remove buttons in customer edit for Magento 2.3.1., Fix: Total in gross report and refactor it.
  • May 17th, 2019 (1.1.7) – fix: cminds logo added and change display position in configuration
  • March 4th, 2019 (1.1.6) – The issue with incorrect functioning salesrep selector on checkout is fixed.
  • December 5th, 2018 (1.1.5) – Improve the user interface by adding alias of template variable {{sales_rep_name}} to the list of email template variables.
  • November 27th, 2018 (1.1.4) – Now the admin has ability to set ‘sales_rep_name’ variable into the order email.
  • October 30th, 2018 (1.1.3) – Added new feature: ability to add custom price to the product while creating order from the admin side, Added code fixes. Fixed bug with changing the commission’s status on the commission report page
  • August 12th, 2018 (1.1.2) – Added ability to save sales representative from an admin order
  • July 27th, 2018 (1.1.1) – 1 – Add bug fix on filtering customers for the customer grid according to the extension’s acl rules.
  • July 16th, 2018 (1.1.0) – 1 – Acl rules are fixed. Now the users are restricted correctly to the admin pages.

    2 – The access to the invoices and credit memos is now restricted. Earlier the access was restricted only to orders.

    3- The status of orders is now displayed in the report.

  • June 15th, 2018 (1.0.13) – add little code fixes for the displaying the grid of the orders
  • May 16th, 2018 (1.0.12) – added fixes for the Magento 2 CE 2.2.* versions
  • October 29th, 2017 (1.0.11) – Code fixes from Marketplace. Fixed sending reports. Fixed data shown on order grid. Moved generating links to block to handle custom admin urls
  • July 15th, 2017 (1.0.9) – fixed setting sales commission values to null for admin users, fixed setting commission values to null for product, auto assign logged admin user when the customer is created in admin panel, hide frontend checkout step when logged in customer has assigned rep
  • May 10th, 2017 (1.0.8) – Fixed reloading orders grid, fixed ui_component file, fixed ACL permission for displaying commission earner/amount/status
  • March 6th, 2017 (1.0.7) – removed unnecessary toolbar node in the .xml file (to avoid conflicts between Magento versions)
  • Feb 23rd, 2017 (1.0.6) – added module dependencies to the composer.json and module.xml files.
  • Feb 23rd, 2017 (1.0.5) – Update module dependencies/li>
  • Dec 8th, 2016 (1.0.4) – fixed commission reports filtration by salesrep
  • Nov 14th, 2016 (1.0.3) – fixed issues after compilation of dependency injection.
  • Oct 11th, 2016 (1.0.1) – Fixed sales rep filtration in additional checkout step
  • Sep 25th, 2016 (1.0.0) – Initial release of M2 version.