Change Sales Representative on Edit Order page
- Yurii Perevuznyk (Deactivated)
New Customer
A newly created customer received “Not Specified“
go to Magento Frontend and create a new customer
go to Magento Admin panel - Customers - All Customers - edit created customer
On the Salesforce side, SF Account and SF Contact will receive Salesforce Account default owner configured in Magento
Go to Magento admin panel - Salesforce - B2B and Customers
Go to Frontend - add some product to Cart and place an order
Go to Magento admin panel - Sales - Orders - edit created order
In this case, order Sales Representative will be “Not Specified” - the same as on the Customer page
open SF order link and check Order owner
In this case, SF order owner is the same as SF Contact owner
Create new order for this customer from Admin panel
Change order Sales Representative and Submit Order
open SF order link and check Order owner
SF order owner will be taken from Order drop down
go to Magento Admin panel - Customers - All Customers - edit created customer
Select the “Account Information“ tab and check “Sales Representative“
Customer “Sales Representative” will be inherited from the order
Exists Customer with Sales Rep
go to Magento Admin panel - Customers - All Customers - edit created customer
Select the “Account Information“ tab and check Customer has “Sales Representative“
Create new order for this customer from Admin panel
Check Order Sales Representative is inherited from the Customer
Change Order Sales Representative and Submit Order
open SF order link and check Order owner
SF Order owner is taken from Magento Order page
In this case Magento Customer Sales Representative will not change
Guest Customer
Go to Magento admin panel - Salesforce - B2B and Customers and check Account Default Owner
Go to Magento Frontend and place an order as Guest
go to Magento Admin panel - Sales - Orders - Edit created order
check order Sales Representative is “Not Specified“
Click on SF Account link and Check SF Account Owner
Click on SF Order link and Check SF Order Owner
Click “Reorder “ button on created Guest order
Change Sales Representative and Submit Order
Click on SF Account link and Check SF Account Owner
Click on SF Order link and Check SF Order Owner