Magento 2 Extension
Magento 2 sales representative extension with dedicated staff logins, customer assignment, order on behalf, sales attribution, commission, and optional quotes, visits, APIs, SAML, and Hyvä support.
If your environment differs from the listed requirements, we can check compatibility in advance. Please contact us via our contact form.
Features
Separate accounts clearly separate sales work from customer and admin access.
Sales representatives manage daily tasks centrally in their own overview.
Sales staff can be managed separately per website.
Organize teams by region, brand, or responsibility area.
Assign customers to the right sales representatives and keep ownership clear.
Allow multiple sales representatives to support the same customer when required.
A primary contact per customer reduces coordination effort.
Set primary responsibilities for many customers in one step.
Keep support and sales notes directly on the customer relationship.
Find relevant customers quickly with search and filter criteria.
Sales staff support customers directly in cart and checkout.
After customer actions, staff can return safely to their own account context.
Create new customers directly in the sales process and activate accounts faster.
Configure which customer registration fields and options are available to sales staff, including customer group, address, VAT, and password setup.
Allow controlled price adjustments by sales staff in cart flows.
Define whether exceptional zero prices are allowed.
Maintain individual commission values per sales representative.
Adapt commission calculation to your compensation model.
Staff member, staff group, and commission stay traceable on each order.
Display sales-related fields in order overviews for faster control.
Reassign orders to another sales representative in bulk actions.
Analyze performance per staff member and revenue development with transparency.
Export report data quickly for controlling and management workflows.
Define recipient logic for customers and sales staff per process.
Allow or restrict sections and actions for staff accounts with precision.
Configure session, login token, and password reset lifetimes to fit your policy.
Create, send, and convert quotes into orders.
Use advanced workflows for existing order processing.
Document customer contacts and account history in a structured way.
Plan and track field visit activities for sales teams.
Integrate staff login into existing identity processes.
Description
SoftwareSilo Sales Staff gives sales representatives their own Magento 2 storefront workspace. Staff members sign in separately from customers and administrators. They can work with assigned accounts, help customers buy, and keep their identity attached to the resulting order.
Built for account ownership: Assign customers to an individual representative or a staff group. A customer can have one primary contact and, when enabled, several supporting representatives. Staff may be limited to assigned customers or receive access to all customers within the permitted website.
A sales portal instead of broad admin access: Representatives use a dedicated frontend login and dashboard. Customer lists, search, orders, reports, account actions, and allowed sales tasks remain separate from everyday Magento administration. Session, password reset, login token, and blocked-page settings are configurable.
Work in the customer's real buying context: An authorized representative can open an assigned customer account, use that customer's catalog and checkout context, prepare the cart, and place an order on behalf of the customer. A controlled return action takes the user back to the staff workspace afterward.
Create new customers during a conversation: Staff can register a customer from the frontend when both the store configuration and individual permission allow it. The merchant decides whether the form includes customer group, address, VAT details, and staff-managed password setup.
Price changes remain explicit: Selected representatives can edit cart item prices. The permission is stored per staff account, and the store separately decides whether a zero price is allowed. This supports negotiated phone orders without giving every staff user the same pricing power.
Eligible orders can be corrected by their owner: A permitted representative can reopen one of their assigned orders in configured order states, adjust it through the cart and checkout, and keep the original order identity. This workflow should be tested with payment, inventory, tax, and ERP integrations before release.
Order attribution is part of the data: Magento quotes and orders retain the staff ID, staff group, and calculated commission amount. The admin order grid can display these fields, and authorized administrators can reassign orders when responsibilities change.
Percentage commission is included: Each staff account can have its own percentage. The calculation basis can use net subtotal excluding tax, net subtotal including tax, or a product-discount mode. Cancelled orders reset the stored commission. Confirm the chosen basis with finance before using it for payouts.
Order and product reports are included: Staff and administrators can review attributed order and product activity. Filters, configurable visible columns, and CSV exports help with operational review. These reports are not a payroll or commission-payment ledger.
Customer notes and communication stay close to the account: The customer assignment can carry a working note. Email rules decide whether order messages go to the customer, representative, or both, with optional CC and BCC recipients. The customer dashboard can show the assigned contact when desired.
Quote Management is optional: The separate Quote add-on gives staff and customers a quotation workspace with products, prices, statuses, history, attachments, PDF output, customer feedback, acceptance or rejection, and quote-to-order conversion.
Customer History and Customer Visits are optional: Customer History records structured interactions with topics, descriptions, dates, email delivery, and attachments. Customer Visits adds appointments, customer confirmation or cancellation, visit types and outcomes, ICS files, reminders, and optional Google or Microsoft calendar synchronization.
Integration and login options are separate: CSV Import/Export supports bulk staff maintenance. SOAP/REST and GraphQL provide separate integration paths for staff, groups, assigned customers, authentication, and customer-context tokens. SAML connects the staff login to an identity provider. Two-factor authentication and Hyvä compatibility are also sold separately.
Choose the product by workflow, not by the phrase sales rep: Some Magento extensions mainly assign a backend user to customers or calculate commission. SoftwareSilo is intended for teams that need a customer-facing sales workspace and order-on-behalf process inside the storefront. Compare the actual daily journey before comparing prices.
Start with one team and realistic orders: Define customer ownership, permissions, pricing authority, email recipients, commission basis, and handover rules. Pilot the process with phone orders, normal customer orders, reassignment, cancellation, and any purchased add-ons before rolling it out to the full sales organization.
Screenshots
Changelog
Version 1.6.3 - 2026-10-14
Version 1.6.2 - 2026-06-12
Version 1.6.1 - 2026-06-09
Version 1.0.11 - 2026-10-14
Version 1.0.10 - 2026-06-16
Version 1.0.9 - 2026-06-12
Version 1.0.1 - 2026-10-14
Version 1.0.0 - 2026-10-09
Version 1.1.0 - 2026-10-14
Version 1.0.0 - 2025-02-09
Version 1.0.2 - 2024-07-25
Version 1.0.1 - 2023-05-22
Version 1.0.0 - 2022-05-11
Version 1.0.1 - 2026-05-21
Version 1.0.0 - 2025-11-03
Version 1.0.11 - 2026-10-14
Version 1.0.10 - 2026-09-01
Version 1.0.9 - 2026-06-12
Version 1.1.2 - 2026-10-14
Version 1.1.1 - 2026-06-12
Version 1.1.0 - 2026-04-23
Version 1.2.1 - 2026-10-14
Version 1.2.0 - 2026-04-23
Version 1.1.4 - 2026-04-15
Version 1.2.2 - 2026-10-14
Version 1.2.1 - 2026-05-19
Version 1.2.0 - 2026-04-23
Version 1.3.4 - 2026-10-14
Version 1.3.3 - 2026-10-09
Version 1.3.2 - 2026-09-02
FAQ
It connects sales representatives with Magento customers and orders. SoftwareSilo also gives each representative a dedicated frontend workspace for customer service and assisted ordering without a general Magento admin account.
It fits B2B merchants with account managers, inside sales, telephone ordering, field sales, dealer support, or customer service teams that need named customer ownership and traceable assisted orders.
The base includes staff accounts and groups, customer assignment, frontend customer work, customer creation, cart price permission, eligible order editing, order attribution, percentage commission, order and product reports, CSV report export, and email routing.
No. They use separate staff credentials and a frontend workspace. Magento administrators still manage configuration and can control which staff functions are available.
Yes. It is designed for Magento Open Source and can also be used in Adobe Commerce projects. Check the current compatibility information against the exact Magento, PHP, and storefront versions.
Frontend registration can be enabled or disabled. New accounts remain subject to the configured activation process, so exposing a signup link does not have to grant immediate access.
Groups organize representatives by team, region, brand, or another responsibility. Each staff member belongs to one group, and the group ID can be retained with order attribution.
Yes, when multiple assignment is enabled. One representative can remain the primary contact while other assigned staff members support the same customer.
Yes, if that account receives the access-all-customers permission. Otherwise the user is limited to assigned customers and the applicable Magento website scope.
Yes, if the store enables the display in the customer dashboard. The merchant can show only the primary representative or all relevant contacts.
Administrators can manage assignments from staff and customer records and use mass assignment. Depending on configuration, staff can add or remove relationships and customers can select another representative.
Yes. The base assignment record contains a comment for practical relationship context. The optional Customer History add-on provides a separate structured interaction log with files and email handling.
Yes, when store configuration and the individual staff permission both allow it. The form can include customer group, address, VAT data, and optional password setup.
Yes. An authorized representative can enter an assigned customer context, use the customer's storefront session, prepare the cart, complete checkout, and return to the staff workspace afterward.
Yes, for staff accounts with that permission. The merchant also controls whether zero prices are allowed. Pricing authority should be limited to the users who negotiate orders.
Yes, when the staff account has permission, the order belongs to that representative, and its state is allowed. The module rebuilds the order through cart and checkout while preserving its order identity.
Orders can retain the sales staff ID, staff group ID, and calculated commission amount. The quote also carries the staff ID before the order is submitted.
Yes. Sales staff fields can appear in the admin order grid and an optional grid action can reassign selected orders when account ownership or vacation coverage changes.
Each staff member has a percentage. Configuration chooses net subtotal excluding tax, net subtotal including tax, or a product-discount mode as the calculation basis.
No. It calculates and stores attributed commission and provides reports. It does not maintain paid, unpaid, or payroll settlement states, so payout processing belongs in the merchant's finance workflow.
The core module includes order and product reports for staff and administrators. Users can filter data, choose visible columns, and export report results as CSV.
Yes. Email rules can send selected order messages to the customer, staff member, or both, with additional CC and BCC recipients where configured.
Yes. Staff accounts carry a Magento website scope, and customer access respects it. A scope value of zero can be used for broader access where the configuration allows it.
It adds quotation creation and editing, items and prices, statuses, history, attachments, PDF output, sending, customer feedback, acceptance or rejection, and conversion from quote to order.
It adds appointment planning, visit types and statuses, customer confirmation or cancellation, outcomes, follow-up dates, ICS links, reminders, route views, and optional Google or Microsoft calendar synchronization.
It adds a structured interaction log per customer with topic, title, description, date, optional email delivery, and file attachments.
Yes, as separate commercial options. SAML connects the staff login to an identity provider and can disable password login. Two-factor authentication adds another login check. Confirm the required identity setup before purchase.
Separate options provide Magento CSV import and export for staff records, SOAP/REST operations, and GraphQL queries and mutations for staff, groups, assigned customers, authentication, password reset, and customer-context tokens.
Hyvä compatibility is sold separately. Review the complete add-on combination, custom theme, checkout, and customer-context workflow before implementation.
Test staff activation and reset, website scope, every customer assignment model, customer creation, customer impersonation, pricing, checkout, editing, attribution, cancellation, commission, reports, emails, permissions, and every purchased add-on.
The license is valid for one Magento installation, including multi-website operation. In addition, the module may be installed on any number of development or staging servers. You can find further details in our license terms.
Installation and configuration are not included in the price. On request, we can support you with a smooth integration into your system.
Composer is PHP's package manager, and Magento 2 uses it to install modules and their dependencies. After purchase, the commands for your module are available under Licenses in your customer account. First add the private SoftwareSilo repository and your license token. Then install the listed package with composer require and run php bin/magento setup:upgrade and php bin/magento cache:clean.
You can pay by credit card (Stripe) or bank transfer (prepayment). For credit card payments, the order is processed immediately and the access credentials are provided directly in a separate follow-up email.
After credit card payment, you immediately receive access credentials to obtain the module via Composer. For bank transfer, access is granted once the invoice is paid.
Custom requests are no problem. We tailor our Magento 2 modules to your project and maintain a dedicated internal version so we always know exactly what runs on your system for support.
On each module detail page, you can request your own demo instance and test the module intensively for 7 days. However, we do not provide a local demo version.
No, the source code of our modules is not encrypted. If you need a customization, feel free to send us a request. We will get back to you promptly with a non-binding quote.
You can add a support package to your order. It includes assistance as well as updates and upgrades related to the module. No continuous subscription is required.
You can reach us anytime via Email.
Use cases
Equip field sales representatives with mobile access to their customer portfolio. Sales reps can place orders on-site, check customer history, create new accounts, and earn commissions. Perfect for manufacturers and distributors with outside sales teams visiting customer locations.
Enable phone and email sales teams to efficiently process customer orders. Staff can quickly search customers, access their accounts, apply custom pricing, and complete orders. Ideal for B2B wholesalers and distributors with dedicated inside sales departments handling inbound orders.
Organize sales staff by geographic territories or regions using staff groups. Assign customers to territory-specific representatives, track performance by region, and manage commission structures per territory. Perfect for companies with regional sales organizations and territory-based compensation plans.
Empower customer service teams to assist customers with order placement, price adjustments, and account management. Service reps can access customer accounts, place replacement orders, apply discounts, and resolve issues quickly. Improves customer satisfaction and reduces support ticket resolution time.
Enable franchise owners or dealers to manage their customer base and earn commissions on sales. Each franchisee gets their own staff account with access to their customers only. Track performance per location, manage territory-based pricing, and automate commission payouts to franchise partners.
Manage separate sales teams for different brands or websites within your Magento installation. Staff accounts are website-specific, allowing brand-specific customer assignments, pricing strategies, and commission structures. Perfect for companies operating multiple brands with dedicated sales teams per brand.
Next steps
Practical Magento 2 guides, developer documentation, and API references for installation, configuration, and troubleshooting.
Go to Knowledge BaseRequest a personal demo and test the module with realistic sample data in Magento Admin and the storefront. Take your time to see whether it fits your requirements and workflows.
Do your requirements go beyond the capabilities of our Magento 2 modules? We develop suitable Magento 2 modules and integrations for your business processes.
Request nowFurther reading
A primary owner creates accountability. Supporting representatives add coverage without turning customer responsibility into a free-for-all.
A good handover closes access quickly while moving customer responsibility without rewriting the commercial record.
Sales representatives need customer context, not unrestricted backend access. A dedicated portal makes that boundary easier to operate and audit.
The difficult part of a sales-rep integration is not moving names. It is deciding which system owns assignments, permissions, and history.
SAML gives sales staff one corporate sign-in while Magento keeps the customer assignments and commerce permissions it needs.
Five Magento sales representative solutions solve different parts of customer ownership, assisted ordering, and commission tracking.
