Streamlining Sales Agent Order Creation on the E-Commerce Site

Empowering Shop Agents to Create Sales Orders for Customers

Managing Customer Orders: A Shop Agent’s Role on the E-Commerce Platform

Customer Selection Process by Agents on the E-Commerce Website

Subtitles: Sales Agent Order Creation on the Shop Website | E-commerce Shop Agent: Create Sales Orders for Customers | Shop Agent: Managing Sales Orders on E-commerce Platform | Customer Selection by Agent on the Shop Website

This module is designed to empower sales agents, resellers, and external agents to efficiently create and manage sales orders on behalf of their customers directly on the e-commerce website. As shown in the screenshots below, sales agents can seamlessly place orders for their customers, facilitating an enhanced customer experience and streamlining order management.

With this functionality, sales agents can browse the products available on the online shop, select the items, and finalize the orders—just as the customers would. This makes it easier for agents to handle orders for customers who may not be familiar with the online purchasing process or prefer personal assistance.

Here is a *features list* based on your description of the Odoo app:

• Sales Agents, Shop Agents, and Resellers Create Sales Orders:
• Allow your sales agents, resellers, and shop agents to create sales orders for their customers directly from the e-commerce shop interface. This means agents can shop for their customers, adding products to the cart and completing the order as if they were the customers themselves.

• Customer Selection by Agents:
• Sales agents can easily select a customer and place an order on their behalf. This feature provides flexibility, enabling agents to manage orders for multiple customers efficiently, while ensuring accurate order placement tied to the correct customer profile.

• Managing Purchases on Behalf of Customers:
• Sales agents have the ability to make purchases on behalf of their customers, adding products to the cart, applying discounts or promotional codes, and finalizing the checkout process. This is ideal for agents who assist customers with purchasing decisions or manage multiple orders.

• Sales Orders and Invoices Generation:
• When an agent places an order on behalf of a customer, a sales order is automatically created in the backend for the selected customer. An invoice is generated specifically for that customer, ensuring that the correct billing information is applied. (Note: This feature integrates with Odoo’s standard e-commerce shop flow, so the behavior may vary depending on your shop configuration.)

• Agent Configuration in the Backend:
• In the backend, you can configure agents under the 'Agents' menu with a simple checkbox option. The agents you create are registered as res.partner/contact records, which means that agents, resellers, and shop agents are all part of the res.partner model, which is used for managing contacts in Odoo.

• Assigning a Sales Agent to a Customer:
• You can assign specific sales agents to individual customers. In the customer form, you can configure whether the customer is visible to all agents or only to specific agents. This provides control over which agents can manage which customers, ensuring privacy and targeted service.

• Website Settings for Seamless Agent Operations:
• Enable "Customer Pricelist":
  • Allow your sales agents, resellers, and shop agents to create sales orders for their customers directly from the e-commerce shop interface. This means agents can shop for their customers, adding products to the cart and completing the order as if they were the customers themselves.
• Enable "Customer Fiscal Position":
  • AThis setting applies the customer"s fiscal position to the order, ensuring that tax and accounting rules are correctly applied based on the customer’s location or business type.

• Note:
• By setting up agents in the system, you can ensure that sales agents and resellers can efficiently manage customer orders, improving the overall shopping experience. This feature provides an easy way for agents to make purchases, create orders, and generate invoices directly through the e-commerce shop.
• For additional details and to see this in action, please refer to the video tutorial and screenshots below.

Managing System-Created Menus in Odoo:

• Sales
• Orders
• Agents

Setup and Configuration of Sample Testing Users:

• Sales User/Manager: Mitchell John (Lead Sales Representative)
• Sales Agent: James Sanchez (Customer Relations Specialist)
• Customer: Edwin Hansen (Valued Client)

Agent James: A Step-by-Step Guide to Using the Agent Shop Menu on the Website

Agent"s Ability to Choose a Customer from the Dropdown

Navigating the Selected Customer Dropdown on the Agent Shop Page

Displaying Selected Customer"s Name in Product Form View on Shop for Agents

Odoo Standard Cart Page: Showing Selected Customer’s Name for Agents

Odoo Standard Payment Page: Showing Selected Customer’s Name for Agents

Sales Order Confirmation upon Creation [Odoo Standard]

Odoo Standard Sales Order Menu on Portal: Login Example with Customer Edwin

Customer Portal Sales Order Form [Odoo Standard]: Example Login with Edwin

Odoo Standard Invoice Menu on Portal: Login Example with Customer Edwin

Invoice Form on Odoo Standard Portal: Customer Edwin Login Example

Managing Created Sales Orders in Backend [Odoo Standard]

Backend View: Sales Order with Agent Displayed [Odoo Standard]

Odoo Standard: Generate Sales Order PDF Report

Backend View: Invoice Creation from Sales Order [Odoo Standard]

Backend View: Invoice Created from Sales Order Showing Assigned Agent [Odoo Standard]

Printing Invoice PDF Report with Assigned Agent [Odoo Standard]

Managing Agents through Menu and Kanban View [Odoo Standard]

Configuring the Agent Form View in Odoo Standard

Configuring the Customer Form View in Odoo Standard

Configuring the Customer Form View in Odoo Standard

Configuring the Website Form View in Odoo Standard

1. Enable agents to shop using the customer"s pricelist when "Customer Pricelist" is selected.

2. Apply Fiscal Position Based on Customer Selection for Tax and Accounting Rules.

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.