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Zen Cart Sales Rep Management

Zen Cart Sales Rep Management

Custom solutions for tracking and managing your sales activities.

I have developed a number of these kinds of modifications over the years, and this page is designed to show you what's possible for your store.

Relevance: Zen Cart™ 1.5.x

Cost: Based on your requirements, starting at $300. This is not a plugin; it's custom software developed for your needs to your specifications. Before I can give you a final estimate, we need to discuss your needs.




Want something similar for your store? Great! Contact me with your requirements and I'll give you a quote. Let's get started!

Adding Sales Reps

You need a screen to manage the addition and deletion of sales rep accounts. Here's an example:

Zen Cart Sales Reps - Add


Assigning Customers to Reps

If you assign customers to specific reps, you'll want to add a dropdown on the customers page like this:

Zen Cart Assign Customers to Reps


Show a Rep their Customers

If customers are assigned to a rep, the rep will need to see their customers. You can do this without giving them admin privileges by creating a catalog side page like this:

Zen Cart Show Rep's Customers


This screen also allows reps to login as any of their customers. Here's the confirmation dialog they see when they do so:

Zen Cart Rep logs in as customer


Allow Customers to Identify their Rep

Some stores don't assign customers to reps, but rather allow customers to identify the rep that helped them. In this case, a dropdown like this on the checkout page will permit tracking of sales to reps: If customers are assigned to a rep, the rep will need to see their customers. You can do this without giving them admin privileges by creating a catalog side page like this:

Zen Cart Set Rep at Checkout




Image credit: Photo by Annie Spratt on Unsplash