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View which user placed an order

View which user placed an order

We have sales agents using Magento's backend to place orders. Is it possible, via an extension, to know the agent who placed the order and generate reports by agents etc.? 

4 REPLIES 4

Re: View which user placed an order

I see by the labels on your post that you're on Magento 2 Enterprise Edition. Are you by any chance using the new B2B feature set that's available for Magento Commerce users? If so, you may want to test out the Company Accounts feature set that's included. You can read up a bit on this functionality at: https://www.nchannel.com/blog/magento-2-b2b-multi-location-inventory/

 

Aside from those paid B2B features, I've had some luck with this extension: https://marketplace.magento.com/amasty-module-sales-reps-and-dealers.html

 

Another route might be creating an order attribute for an admin to fill out so that the sales rep is clearly defined when they place an order. This could be particularly helpful if you only want them to be associated with orders that they manually helped with, and not with orders that customers placed without them (ie. It's not their customer, they just help with orders on a sporadic basis). There are extensions that can help with order attributes as well, such as: https://marketplace.magento.com/amasty-orderattr.html

 

Once you have the data, and depending on extensions that you choose, it might take a bit of elbow grease to spit out a report, but that should be the easier part.

Re: View which user placed an order

Great suggestions! Thank you. I'll try and let you know

Re: View which user placed an order

My pleasure!

Re: View which user placed an order

Hi,
Use Bridge Batch Code extension to track customers based on a specific product purchased. Create a batch code for products and search all customers and guests who have purchased a product with a given batch code. The module searches all orders in which a particular batch code involves.

Features

  • 1. Add batch code to each product
  • 2. Create multiple batches for each product
  • 3. Set priority to batches to control which product batch is used first
  • 4. Option to manually select any assigned batch while shipping
  • 5. Supports simple products, Configurable product and Bundle product ( For Bundle products - Ship bundle items option should be selected as "separately" for selecting batchcode while creating shipment )
  • 6. Batch codes related to product inventory
  • 7. Display of batch code in shipment details
  • 8. Export/Import option
  • 9. Add Batchcodes in Packing slips
  • 10. Improved Batchcode grid