New Sales Representative Dashboard for Magento 2

Posted in Magento 2 By BrainActs

Oct 30, 2018, 1:04:58 PM
New Sales Representative Dashboard for Magento 2

We are thrilled to announce a new Sales Representative extension release!

Some of our customers have already tried the update and were very satisfied.

So, what has been added?

Brainacts Sales rep features
  • Sales Representative Dashboard:
    • Quick withdrawal.
    • Commissions chart.
    • Withdrawal grid.
    • Products, assigned to the Sales Representative.
    • Customers, assigned to the Sales Representative.
  • A percentage of Gross Profit.

Let's talk about new features.

Sales Representative Dashboard.

In response to numerous requests from customers, BrainActs team extends the extension as part of which it is possible to control Sales Rep's commissions, request a withdrawal, see assigned products and customers.

Quick withdrawal.

Brainacts Sales rep dashboard

We've added a Commissions block to make Sales Representative extension more useful for companies staff.

Available Commissions: the amount of commissions available for payment.

Pending Commissions: the amount of commission not available for payment (if hold period is used).

Lifetime Commissions: the amount of commission earned for the whole period.

Quick withdrawal block which immediately creates a request for main Admin.

My Commissions.

A chart that shows the amount of commission earned for the selected period.

My Withdrawals.

Brainacts Sales rep quick withdrawal

All withdrawal requests will be shown in my withdrawals table.

Once Sales Rep requests a withdrawal, it will be created with the pending status. The amount will be "frozen". Brainacts Sales rep admin withdrawal Admin can cancel or complete the withdrawal. If the withdrawal is canceled, the requested amount will be returned to the balance. If the withdrawal is approved, the amount will be deducted.

Main Admin can also create a withdrawal for the certain Sales Representative via Magento admin.

My Products.

Brainacts Sales rep assigned products

The products, assigned to the Sales Representative are shown in this table.

My Customers.

Brainacts Sales assigned customers

The products, assigned to the Sales Representative are shown in this table.

A percentage of Gross Profit.

Some customers asked us to change a commissions calculation logic to use a percentage of Gross Profit instead of the sale amount and we did it!

!If you need to use a percentage of Gross Profit, enable this option.

Brainacts Sales a percentage of Gross Profit

In this case, commissions will be calculated by using Gross Profit. (For example an Item sales for $100 and cost $90. There is a $10 gross profit. The company would pay 25% of gross profit or $2.50 on this sale.)

Important:
  1. To achieve a correct calculation, cost attribute needs to be filled for all simple items!
  2. Rate Type (Sales Representative member settings) - only percent!

READY TO TRY NEW FEATURES?