Auto-assign sales rep to Customer from Order if Customer doesn't have one

Owned by Yurii Perevuznyk (Deactivated), created
Jun 30, 2022
1 min read

When a customer is created on Frontend Sales Representative is not defined.

  • Go to MAgneto Frontend and create new customer

  • go to Magento admin panel - Customers - All Customers

  • Edit previously created customer

  • Select the “Account Information“ tab

Customer Sales Representative is “Not Specified”

If Sales Representative is not specified it will be taken from first order

  • go to Magento admin panel - Sales - Orders - click Create new order button

  • Select previously created customer

  • Add products and fill all requires fields

  • Select some Sales Representative from “Change Sales Representative“ drop down list (“Test“ for example)

  • Click “Submit Order“ button

  • go to Magento admin panel - Customers - All Customers

  • Edit previously created customer

  • Select the “Account Information“ tab

Customer Sales Representative is “Test”