Sales Agent

With version 6.5.0.0 the Sales Agent feature is available.

You can define users, that will be able to add or monitor orders for B2B customers.

To use this feature, a separate installation and additional users are necassary. The installation has to be set up by your agency or adminstrator on a separate server.

The sales agents therefore have their own area, which can be used independently of your store installation.

This can be used via a browser or via mobile devices such as smartphones or tablets.

The corresponding address (URL) is defined on the corresponding server during installation.

The access data for future users is set up via API access.

You can find the corresponding documentation here.

The sales agent uses his login credentials (email / password) to login.

Sales Agent Board

If the agent is logged in, the board is presented.

On the left side, you`ll find the menu. With the menu button (1) the menu can be minimized and opened.

The Shopware (2) button opens the account data ot the current user.

With the customer (3) button the list of linked customers will be opened.

Customers

• #: shows the position in the list.
• COMPANY: Shows the name of the company.
• NAME: Shows the name of the contact/debtor.
• TOTAL TURNOVER: Shows the current turnover combined of all orders.
• EMAIL: Shows the email Address of the contact/debtor
• LAST ORDER DATE: Shows the date of the last order.
• LOCATION: Shows the address of the customer.
• CUSTOMER GROUP: Lists the current customer group of the customer.
• SALES CHANNEL: Shows the linked sales channel of the customer.

In the Search (1) field you can add a search term to filter the customers.

There are several links available:

• The company name (2)

• The Name (3)

• The Context Menu (4)

All link to the details page or the customer.

If you click on the Settings (5) Button the following popup appears.

Here you can change the appearance of the customer view.

• You can hide or unhide columns

• You can deactivate the numbered column

• you can activate the striped rows, so the rows will be marked in even and uneven lines.

• You can activate the outlines so the columns are better shown
• you can activate the frame outlines so the columns are highlighted with a mouse over effect. 

Customer Details

In the customer details you´ll find a complete overview of the customer. It is devided in the General Data and the Addresses.

Also you can create new orders for the customer.

General

In the General (1) tab the current status of the customer is shown.

(2) the company name and customer number. Also a message if there are alerts, such as unpaid bills.

(3) the general data:

• The last order date

• The total turnover amount

• The order amount

• The linked customer group

• The linked sales channel, if configured in the settings

Also a Notes (4) field to add additional notes to the customer.

Below you will find the list of orders (5) that exist for the customer.

• In the table you will find

• Order number
• Total value of the order

• Order status

• Date of the order

Below the orders you´ll find a pager (7) to navigate thru the list of orders.

At the top of the screen, you can add a new order (6) for the customer using a button.