WooCommerce B2B Sales Agents

Description

 

Grow your business

A sales agent acts on behalf of the company by offering his products to potential buyers in exchange for commissions based on the value of the agreements entered into.

Are you looking for a definitive solution for managing your company’s sales agents?

Stop your search, WooCommerce Sales Agents is here!

Finally, a plugin that allows WooCommerce to automatically manage this need. With WooCommerce Sales Agents you no longer have to worry about anything and you can save time to devote to the growth of your business.

WooCommerce Sales Agents automatically calculates the commissions due to each sales agent based on orders placed by customers and assigned to them, based on the gloabal percentage assigned. In each product, you can assign dedicated percentage commissions for each sales agents, to have more flexibility.

But it does not end here! Each sales agent has a dedicated portal where he can consult information about his customers, orders placed, commissions accrued, as well as a dedicated dashboard complete with statistics.

For more information, see the Official plugin page.

 

 

List of features

✔ Sales agents global commissions
Assign to each sales agent a global commission percentage on their customers’ orders.

✔ Sales agents product commissions
In each product, you can assign a dedicated commission for each sales agent, that override global commission, to have much more flexibility.

✔ Commission status
You can mark each commission as paid to track your payment history.

✔ Admin commission management panel [UPDATED]
A filterable list of all the commissions accrued by your sales agents to always keep track of your network progress.

✔ Sales agent dashboard [UPDATED]
Each sales agent has its own dedicated area with statistics to display and list customers, orders, commissions.

✔ Sales agents notifications [UPDATED]
Shop manager can add notifications and assign to multiple sales agents. Each sales agent will see notifications in his own area and manage read status.

✔ Buy as a customer
It allows your sales agents to make purchases on behalf of their customers with just one click.

✔ Add own customers
You can enable your sales agents to add their own customers.

✔ New order notification to the sales agent
Each sales agent can decide whether to receive a notification email in case of a new order from his assigned customer.

✔ Customers assignment
For each customer you can decide who is the assigned sales agent.

✔ Commission application context
You can decide on which types of item to apply the commission (products, shipping, fees).

✔ Edit commission applied to order items
For each individual order line you can change the percentage of commission applied and recalculate totals.

✔ User bulk actions in admin panel
Assign multiple customers to sales agent in one single click with bulk actions in admin panel.

✔ Import/Export products commissions
Manage massively products commissions fields with extended WooCommerce Import/Export tool.

✔ User filters by sales agent
Make your work faster and easier by filtering your users by sales agent.

✔ Order filters by sales agent
Make your work faster and easier by filtering your orders by sales agent.

✔ Sales agents customizable theme
Create your sales agents area theme or customize default one.

✔ Sales agents area custom logo [NEW]
Choose your custom logo to insert in sales agents area in WordPress customizer.

✔ Export tools in sales agent area
Each sales agent can simply filter his data lists and export results in different file format.

✔ Great compatibilty
Requires WooCommerce v3.x.x and it is compatible with all themes.

✔ Multilanguage
100% multilanguage support and currently provided with Italian and English. Included POT file to speed up translations in other languages.

✔ Custom hooks
Lots of hooks to easily customize plugin default behavior.

 

 

Frequently Asked Questions

How can I apply sales agents to other user roles?
Right now, WooCommerce B2B Sales Agents does not allow you to use its features on other roles except customers, but you can work around the problem by using the free plugin Multiple-roles, with which you can assign your custom role to users who already have the customer role and use both of them.
Notice: Multiple roles is a third part plugin, then Code4Life is not responsible of problems or malfunctions resulting from its use

How can I add different commissions by product?
Simply go to `Products` menu and edit your desired product. In `Commissions` tab, you can find your sales agents list and give a different commission to each of them for this product. You can bulk update your products by using WooCommerce default Import/Export tools.

How can I import/export products commissions?
WooCommerce B2B Sales Agents extends default WooCommerce import/export tools. So, simply go to `Products` menu and then `All Products` and click on the “Import” or “Export” button near the page title.
Notice: to export WooCommerce B2B Sales Agents data, please check “Yes, export all custom meta”.

How can I add notifications for sales agents?
Simply go to `WooCommerce B2B Sales Agents` menu and click on `Notifications` submenu, then click on `Add new` in top left of the page (near title). In notification edit page, on right sidebar, you can choose all sales agents you want to read the notification.

How can agents add their own customers?
Before of all, you need to enable this capability. To do this, simply go to WooCommerce B2B Sales Agents settings page and enable `New customers` option. Now, your sales agents can add customers in their own area, clicking on `Add new customer` in customers list page.

How can I fix 404 error in sales agent area pages?
To fix 404 error, simply go to WooCommerce B2B Sales Agents settings page and click on `Save` button. Then, from main WordPress admin menu go to `Settings` > `Permalinks` and click on `Save changes` button.

It requires WooCommerce B2B to work?
No, WooCommerce B2B Sales Agents can be installed and used without WooCommerce B2B.

How can an agent place orders on behalf of his client?
In the sales agents area, from the customer list, click “Details” for the desired customer and click on the “Make purchase as customer” button.

How can I customize sales agents area template?
Edit files in an upgrade-safe way using overrides. Copy the template into a directory within your theme named /sales-agents keeping the same file structure but removing the /templates/ subdirectory.
Example: To override the dashboard, copy: wp-content/plugins/woocommerce-sales-agents/templates/myaccount/dashboard.php to wp-content/themes/{YOUR_ACTIVE_THEME}/sales-agents/myaccount/dashboard.php
The copied file will now override the WooCommerce Sales Agents default template file.

How can change commission applied to order?
Simply, go to single order page, edit single item row (product, shipping cost, fees) and input your desired commission for this row.

Where do I see the commissions list in admin?
In the admin page, under WooCommerce `Sales agents` menu.

Where do I see the options?
In the admin page, under WooCommerce `Settings` menu.

If I uninstall the plugin, what happens to its data in the database?
By default the plugin delete all its data if you uninstall it
You can always deactivate the plugin without loosing data

How do I update the plugin?
When an update is available, you will receive a notification email and you will be able to download and install the new version.
If you prefer to automate this process and receive notification directly in the backend of your WordPress, you can install the free third party “WP Envato Market” plugin available on GitHub (https://github.com/envato/wp-envato-market)

 

 

Changelog and Updates

    v1.0.4 - 03 June 2020
    ----------------------
    * Add: new feature to change sales agents area logo from backend
    * Add: new feature to have notifications status (read/unread) with counter badge
    * Add: new section in sales agents area to manage more detailed statistics
    * Add: display of customer "Company" field in sales agents area lists
    * Add: filter by sales agents and commission status in admin commissions summary page
    * Add: plugin functions have now pluggable support
    * Update: better endpoints management to prevent 404 and improve performance
    * Fix: added "wcb2bsa_switch_to_customer_redirect" and "wcb2bsa_switch_to_sales_agent_redirect" missing hooks
    * Fix: resolved a problem assigning commission to some variable products

    v1.0.3 - 18 April 2020
    ----------------------
    * Add: new feature to override global sales agent commission in each product
    * Add: new feature to save in browser local storage sales agent table configuration (ie: columns visibility, pagination option)
    * Add: new option to allow sales agents to create new customers who will be automatically assigned to him
    * Add: new feature to enter notifications for sales agents
    * Add: new hooks
    * Update: better management for orders placed in admin 
    * Update: in backend, moved commissions summary into a dedicated menu
    * Minor fix: added a function to improve retrocompatibility with old WooCommerce versions
    * Minor fix: prevented some warnings in log

    v1.0.2 - 12 March 2020
    ----------------------
    * Update: improved sales agents area responsive on tablet devices
    * Update: improved endpoints management to prevent problems with themes switching
    * Fix: added sales agents capabilities to order again
    * Fix: resolved a bug on filter by Sales agent in orders page
    * Minor fix: prevented some warnings in log
    * Tested compatibility with WooCommerce v4.0.0

    v1.0.1 - 29 February 2020
    ----------------------
    * Fix: recompiled javascript file to prevent error
    * Fix: removed item commissions from emails

    v1.0.0 - 01 February 2020
    ----------------------
    * Initial release