A better solution??
Hey everyone!
I am currently asking x-cart for the following modification. You may wish to use some of the following aspects of the modification in the generic mod that BCSE is working on. Let me know if it helps, or if you have any ideas that might make the mod even stronger.
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1. The admin will be able to manage (add/delete/edit) "Sales representative" user accounts in the way customer accounts are managed. For each sales representative the admin specify:
- First Name
- Last Name
- Username
- Password
- Commissions (%)
Other fields will not be shown in "sales representative" profiles.
2. Sales representatives will log in using the form in the customer front end. For sales representatives a new menu will be displayed in the right column below the "Authorization" menu in the customer front end. The menu will be titled "Sales Representative" and will include the following menu items:
- "Place an order for an existing customer"
- "Place an order for a new customer"
The menu will be displayed until the sales representative logs out using the button in "Authorization" menu.
3. "Place an order for an existing customer" will open a search customer page enabling the sales rep to search for a customer (either by the name or by the login) and log in as the selected customer. After the sales rep has logged in as a customer, "Sales Representative" menu will still be shown and will display the login name of the customer and an additional "Log out" button.
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Sales Representative
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Place order for an existing customer
Place order for a new customer
Logged as:
john_jones_2005
Log out [GO]
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"Log out" button will log out the customer the sales rep selected, but will leave the sales rep logged in.
4. When the sales rep clicks "Place an order for a new customer" link, the store will look like a new customer (not registered) has entered the store. "Sales Representative" menu will still be displayed and will display "Log out" button and the fact that the sales rep is under an account of unregistered customer:
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Sales Representative
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Place order for an existing customer
Place order for a new customer
Logged as:
unregistered user
Log out [GO]
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If in this mode the sales rep registers a new customer account (either on the registration page or during checkout), the customer will be logged in as the new customer and will act in the same way when he clicks on "Place an order for an existing customer" menu item.
5. The order details page will display whether the order was placed by the customer or by a sales representative. If the order was placed by a sales rep, the login name of the sales rep will be displayed with the first name and the last name.
6. When a sales rep places an order, the store will calculate his order commissions (using the percentage the admin defined for the sales rep) and will add them to the sales rep's commissions.
7. The admin will be able to specify a date range and see statistics displaying how many commissions sales reps owed for the specified dates.
Hope this helps.
Thanks,
Nate P.
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