Magento 2 Extension Sales Rep / Sales Staff

✨ Empower Your B2B Sales Team - Directly in Your Magento 2 Store

Transform your Magento 2 shop into a true B2B sales engine with our powerful Sales Staff Extension. Seamlessly integrate your sales representatives into your eCommerce workflow—from self-registration to placing orders on behalf of assigned customers. Every feature is built to enhance efficiency, flexibility, and control.

You decide whether sales reps can self-register. Once approved in the backend, they receive an automated email and gain immediate access to their customers. Each sales staff member enjoys a fast, intuitive search interface in the frontend—making it easy to locate customers by name, email, or even billing/shipping address. Personalized service is ensured with internal notes and customer-specific comments.

Need external system connectivity? No problem. Our extension offers robust REST and SOAP API support [Add-On], plus a CSV import/export feature [Add-On]. We also provide optional integration services to connect your ERP or CRM—customized to fit your exact business requirements.

Whether you're working with a small team or managing a nationwide sales force, this is the Magento 2 B2B extension you've been looking for.

🚀 Feature Highlights

• ✅ Easy management of sales staff accounts and access control in your Magento 2 B2B store
• ✅ Assign unlimited customers to any sales rep
• ✅ Automated email notifications upon account creation
• ✅ Adapt your own business logic based on assigning staff accounts to staff groups
• ✅ Set commission discounts per sales staff account
• ✅ Individual staff logins with separate frontend access
• ✅ Custom templates for login, registration, and more
• ✅ Dedicated sales staff account dashboard with modern UI
• ✅ Assign both primary and secondary sales reps per customer
• ✅ Customer impersonation: sales reps can act on behalf of their assigned clients
• ✅ Profile pictures for sales reps shown in customer accounts
• ✅ Orders reflect sales rep data for tracking and attribution
• ✅ Full access to customer account, their carts and order placement functionality
• ✅ Add customer-specific notes directly in the “My Customers” section
• ✅ Restrict access to specific custom URLs for staff users
• ✅ Configurable email templates for every staff-related event (activation, password reset, etc.)
• ✅ Send email copies to staff on customer orders for transparency and collaboration
• ✅ Multi-store / multi-website compatible
• ✅ CSV import/export interface [Add-On]
• ✅ REST & SOAP API integration [Add-On]
• ✅ Customer history logging (e.g. phone calls, quotes) [Add-On]
• ✅ Advanced order management: adjust prices or edit completed orders [Add-On]
• ✅ Sales staff details visible in the customer account dashboard [Add-On]
• ✅ Schedule and map customer visits via Google Calendar & Maps [Add-On]
• ✅ SAML login support for enterprise SSO compatibility [Add-On]

With this extension for Magento 2 you can create new sales staff members or so called sales representatives for your magento shop in next no time. Sales Staff won't be created as an usual customer, but apart in an own menu and entity class. Each Sales Staff can be connected with multiple customer accounts. At the login process in the frontend the Sales staff can choose a customer account which he needs. At the customer account he can create orders or do other tasks. Also the tool has a csv interface to import sales staff members.

🛒 Sales Staff Shopping Experience

✅ Once logged in, a sales staff member experiences the storefront exactly as the assigned customer would. This means they access the customer’s account directly—seeing their orders, wishlist, shopping cart, saved addresses, and account settings. It's a seamless way to assist customers with orders, manage their preferences, or place purchases on their behalf. The sales staff essentially acts as the customer, ensuring a consistent and personalized shopping experience.

🛠 Administration of Sales Staff Accounts

✅ Sales staff can be created in the backend or frontend, and in the backend, you can assign customers to a staff member, set status to active or inactive and enable "Can access all customers". Sales staff can register in a frontend form using a special URL, so it is easy for them to sign up. It is enabled by default but can be disabled, therefore administrators have control over this feature. Staff members registered on the frontend must be activated in the backend before they can log in, thus requiring backend approval for them to access the system.

🔍 Smart Search & Filters for Efficient Customer Handling

✅ In the frontend, our extension delivers a fast and intuitive customer search experience optimized for performance and usability. Sales staff can quickly locate customers using powerful filter options, including search by name, email address, company name, and even billing or shipping address details. This ensures that staff can find the right customer—even in large datasets—with minimal effort. Additionally, the system allows searching by email to check whether a customer is already assigned to a sales staff member. To maintain data integrity, each customer can only be assigned to one sales staff member at a time, avoiding conflicts and duplicate management. For added context and internal collaboration, sales staff can also leave private comments on individual customer accounts. These notes are visible only to staff members with access to that customer and are ideal for recording background information, preferences, or follow-ups—making every interaction more personalized and effective.

💰 Flexible Commission Settings for Sales Staff Orders

✅ You can set comission discounts per Sales Staff, depending on net total amount, total amount or discount per product. Also, the sales staff can see his commission inside the frontend area.

📅 Customer Visit [Add-On]

✅ As a staff, you can schedule customer visits either using a Google Calendar integration or a common format (iCal). You can also invite your customer to accept the invitation via email, if needed. After the visit has been scheduled, the sales staff can view upcoming and all visits inside a Google Map (requires Google Map API access).

📝 Order Management [Add-On]

✅ As a staff account in frontend you can manage your orders. Based on the setting of that staff record, you can edit item prices and/or edit a complete order. Furthermore, you can add order comments.

💬 Enhanced Customer History Management for Sales Staff Accounts [Add-On]

✅ Revolutionize your customer interactions with our advanced Customer History Management module for Magento 2 B2B. Empower your staff to effortlessly track and manage customer engagements through a modern, intuitive interface. Log detailed notes from phone calls, meetings, or any client interaction, ensuring no vital information is ever lost. This comprehensive history feature provides a centralized hub for all customer-related data, significantly improving team collaboration and customer service efficiency.

📁 Boost productivity with robust file attachment capabilities. Staff can upload multiple files per history entry, making it simple to store relevant documents, contracts, or media directly within the customer's timeline. With configurable allowed file extensions (e.g., PDF, DOCX) directly from your store's configuration, you maintain full control over data integrity and security. This feature streamlines workflows, reduces manual effort, and ensures all necessary resources are readily accessible for your team.

💸 Gain deeper insights into your customer base with dynamic customer metrics and a configurable rating system. Track key performance indicators such as the number of entries, total revenue, and order count at a glance. Our flexible rating rules allow you to define customer tiers (e.g., Premium, Gold, Silver) based on order volume and revenue, providing valuable segmentation for targeted marketing and personalized service. This data-driven approach helps you identify high-value customers and tailor strategies for maximum impact.

📧 Improve communication and transparency with integrated email notification features. Staff can opt to send history entry content directly to customers, ensuring they are always informed about important updates or interactions. This seamless communication flow enhances customer trust and satisfaction, fostering stronger relationships. The module is designed for optimal performance and integrates smoothly with your existing Magento 2 B2B environment, ensuring a powerful yet user-friendly experience.

🔄 Import / Export CSV Interface for Sales Representatives [Add-On]

✅ Easily import your sales staff members using our dedicated, high-performance CSV import interface. Designed for speed and simplicity, this tool allows you to create and update multiple staff accounts in just a few clicks—ideal for bulk operations or initial onboarding. The import interface is directly accessible from the Magento backend and can also be executed via cron for automated or scheduled imports. To help you get started quickly, we provide a ready-to-use sample CSV file that clearly outlines the required structure and available fields. This ensures a smooth setup process and minimizes the risk of errors during import. Whether you're migrating from another system or managing a large sales team, our import tool offers a reliable, flexible, and efficient solution.

🔗 Powerful API Integration - REST & SOAP [Add-On]

✅ Our Sales Staff Extension offers full support for both REST and SOAP APIs (including SOAP v2), giving you maximum flexibility when integrating external systems into your Magento 2 environment. Whether you're working with a CRM, ERP, or custom business application, you can easily create, update, and manage sales staff accounts and their customer assignments via API—secure, scalable, and fully documented. By leveraging our API features, you can seamlessly automate the synchronization of sales staff and customer assignments from external platforms, connect your Magento store with popular CRM systems like Salesforce, HubSpot, or Zoho, and integrate with ERP solutions such as SAP, Microsoft Dynamics, or Odoo. The API also enables real-time access to customer and staff data across multiple systems, allowing you to build custom dashboards or workflows that are perfectly tailored to your internal business processes. Our APIs are ideal for enterprise-level automation and provide a robust foundation for building efficient and future-proof sales operations.

📊 Staff Reports - Track Performance of Sales Staff Accounts [Add-On]

✅ Use Staff Reports (available in both Backend & Frontend Area) to see how many products or orders have been sold by your Sales Staff. A configuration is available to disable Sales Staff Report in Frontend.

🔒 Staff SAML Integration [Add-On]

✅ Use Microsoft Azure and SAML technology to allow login staff accounts only via SAML. The Management of Staff Accounts in Magento 2 is no longer needed. Configuration endpoints available. New staff accounts will be created in Magento 2 if not available there yet.

• ✅ 100% open source - no encryption, no restrictions
• ✅ Stable and mature solution developed by experienced Magento 2 experts
• ✅ Delivered with a comprehensive user manual for a smooth start
• ✅ Significant cost savings compared to custom development
• ✅ Support packages (6 or 12 months) include support, updates, and upgrades
• ✅ Fast support - guaranteed within 48 hours during the support period
• ✅ Easy updates via Composer - just the way it should be

We also offer optional services:

• ✅ Installation service - quick, secure, and hassle-free
• ✅ Custom modifications tailored to your project
• ✅ Development of custom Magento 2 extensions - upon request