Shop Agents: Sales Order Creation

Streamlining Sales Order Creation for Shop Agents on the E-Commerce Platform

Shop Agent Role in Customer Identification and Order Placement

E-Commerce Customer Selection: A Shop Agents Perspective

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 enables sales agents, resellers, and external representatives to efficiently create and manage sales orders on behalf of their customers directly from the e-commerce website. Agents can browse available products, add items to the cart, and complete the checkout process just like a customer, making it easier to assist clients who are unfamiliar with online purchasing or prefer personalized service. This functionality enhances the customer experience, streamlines order handling, and empowers agents to support sales more effectively through the online shop.

Main Functionalities of the Odoo App as Described:

• Sales Order Creation by Agents, Resellers, and Shop Representatives:
• Allow your sales agents, resellers, and shop agents to create sales orders on behalf of customers directly from the e-commerce storefront. With this capability, agents can browse products, add items to the cart, and complete the checkout process as if they were the customer making it easy to place orders for clients who prefer personalized assistance or are unfamiliar with online shopping.

• Customer Selection Process for Sales Agents:
• Sales agents can quickly select a customer and place an order on their behalf. This feature offers flexibility by allowing agents to efficiently manage orders for multiple customers, while ensuring that each order is accurately linked to the appropriate customer profile.

• Sales Agent Order Management for Customers:
• Sales agents can make purchases on behalf of their customers by adding products to the cart, applying discounts or promotional codes, and completing the checkout process. This feature is especially useful for agents who support customers with purchasing decisions or handle multiple orders across different clients, ensuring a seamless and personalized buying experience.

• Sales Order Processing and Invoice Management:
• When a sales agent places an order on behalf of a customer, a corresponding sales order is automatically created in the backend under the selected customers account. An invoice is also generated with the correct billing information, ensuring accuracy and proper customer tracking. This functionality integrates smoothly with Odoo standard e-commerce workflow, though the exact behavior may vary depending on your shop configuration.

• Sales Agent Configuration in Odoo Backend:
• In the backend, agents can be configured from the Agents menu using a simple checkbox option. Each agent is registered as a res.partner (contact) record, meaning that agents, resellers, and shop representatives are all managed within the same contact model used throughout Odoo.

• Assigning Sales Agents to Customers:
• You can assign specific sales agents to individual customers directly from the customer form. There, you can configure whether a customer should be visible to all agents or only to selected ones. This setup gives you precise control over which agents can access and manage specific customers, ensuring both privacy and a more personalized, targeted service experience.

• Website Configuration for Agent Operations:
• Enable Customer Pricelist:
  • Allow your sales agents, resellers, and shop agents to create sales orders on behalf of their customers directly from the e-commerce shop interface. With this setting enabled, agents can browse products using each customers assigned pricelist, add items to the cart, and complete the checkout process just as the customer would ensuring accurate pricing and a seamless purchasing experience.
• Enable Customer Fiscal Position:
  • This setting ensures that the customers fiscal position is automatically applied to the order, allowing the correct tax and accounting rules to be enforced based on the customers location, tax status, or business type.

• Note:
• By setting up agents in the system, you enable sales agents and resellers to efficiently manage customer orders, enhancing the overall shopping experience. This feature offers a streamlined way for agents to place orders, make purchases, and generate invoices directly from the e-commerce storefront simplifying operations and improving customer service.
• For more details and a visual walkthrough, refer to the video tutorial and screenshots below.

Customize Your Navigation Menu:

• Sales
• Orders
• Agents

Creating and Configuring Sample Users for Testing:

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

Agent James: How to Use the Agent Shop Menu on the Website

Allow Agents to Select Customer from a Dropdown

Navigating the Customer Selection Dropdown on the Agent Shop

Show Selected Customer in Product Form on Agent Shop Page

Odoo E-Commerce: Agent Cart View with Selected Customer Details

Odoo Payment Page: Show Agent Selected Customer Name

Automatic Sales Order Confirmation Upon Creation [Odoo Standard]

Customer Edwin Login Example: Accessing Sales Orders on the Portal

Odoo Portal Sales Order Form: Example Using Customer Edwin’s Login

Customer Portal Invoice View [Odoo Standard]: Example Login as Edwin

Customer Portal Invoice Form [Odoo Standard]: Example with Edwin

Managing Sales Orders in the Backend [Odoo Standard]

Backend Sales Order View Including Agent Details [Odoo Standard]

Odoo Standard: Sales Order PDF Report Including Sales Agent

Odoo Standard: Passing Sales Agent from Sales Order to Invoice in Backend

Odoo Standard: Invoice Created from Sales Order with Assigned Sales Agent

Print Invoice PDF Showing Assigned Sales Agent [Odoo Standard]

Navigating the Agents Menu

Odoo Standard: Setting the Is Shop Agent Option in Agent Form

Odoo Standard: Making Shop Visibility Option Accessible to All Agents on Customer Form

Customer Form Configuration: Shop Visibility Field Shown Only to Selected Agents [Odoo Standard]

Website Form Enhancements: Customer Pricelist & Fiscal Position Configuration [Odoo Standard]

1. Allows agents to shop with the customers pricelist when Customer Pricelist is selected.

2. Fiscal position is set according to the selected customer to comply with applicable tax and accounting rules.

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