Magento 2 Extension Sales Staff

Manage sales operations directly in your store with dedicated staff accounts, flexible customer assignment, customer account ordering, and automatic commission attribution.

The Magento 2 Sales Staff module builds a structured sales organization directly inside your store. Your team works with dedicated accounts, manages assigned customers, and places orders in the customer context without process breaks.

Clear ownership in customer management: Customers can be assigned to one or multiple sales representatives. Primary contacts, comments per customer relationship, and flexible search filters keep daily processes transparent.

Ordering on behalf of customers: Sales representatives can switch into the customer account, build the cart, and complete checkout. This accelerates phone sales, field sales, and assisted ordering.

Clean and transparent commission handling: Commission values are maintained per staff user and applied automatically per order. Sales staff, staff group, and commission value stay stored on the order and remain fully traceable.

More control in admin: Sales staff information can be shown in order overviews, reassigned when needed, and used for reporting. Order and product evaluations including CSV export support controlling and management.

Customer creation directly in sales: New customer accounts can be created directly by sales staff. Visible fields can be configured to match your process so onboarding and handover stay fast and consistent.

Reporting in the base module: Staff includes order and product sales reports in core, including CSV export for analysis and controlling.

Quote Management (Add-On): Extend sales workflows with structured quote creation and negotiation.

Order Management (Add-On): Add advanced handling workflows for existing orders in daily operations.

Customer History (Add-On): Document customer interactions and account history in one traceable place.

Customer Visits (Add-On): Plan and manage field-visit activities for sales teams in a structured way.

SAML Single Sign-on (Add-On): Integrate staff authentication into your existing identity workflows.

Dedicated Sales Staff Accounts

Separate accounts clearly separate sales work from customer and admin access.

Frontend Staff Overview

Sales representatives manage daily tasks centrally in their own overview.

Website-Specific Staff Accounts

Sales staff can be managed separately per website.

Sales Staff Groups

Organize teams by region, brand, or responsibility area.

Flexible Customer Assignment

Assign customers to the right sales representatives and keep ownership clear.

Multi-Staff Customer Assignment

Allow multiple sales representatives to support the same customer when required.

Primary Sales Contact per Customer

A primary contact per customer reduces coordination effort.

Mass Assignment in Admin

Set primary responsibilities for many customers in one step.

Customer Relationship Notes

Keep support and sales notes directly on the customer relationship.

Advanced Customer Search

Find relevant customers quickly with search and filter criteria.

Work in Customer Account Context

Sales staff support customers directly in cart and checkout.

Secure Return to Staff Account

After customer actions, staff can return safely to their own account context.

Customer Creation by Sales Staff

Create new customers directly in the sales process and activate accounts faster.

Configurable Customer Registration Fields

Configure which customer registration fields and options are available to sales staff, including customer group, address, VAT, and password setup.

Cart Price Editing

Allow controlled price adjustments by sales staff in cart flows.

Zero-Price Rule Control

Define whether exceptional zero prices are allowed.

Commission per Staff Member

Maintain individual commission values per sales representative.

Flexible Commission Modes

Adapt commission calculation to your compensation model.

Sales Attribution on Orders

Staff member, staff group, and commission stay traceable on each order.

Staff Fields in Order Grid

Display sales-related fields in order overviews for faster control.

Order Reassignment

Reassign orders to another sales representative in bulk actions.

Sales Reports for Orders and Products

Analyze performance per staff member and revenue development with transparency.

CSV Export for Analysis

Export report data quickly for controlling and management workflows.

Order Email Recipient Routing

Define recipient logic for customers and sales staff per process.

Access Rules for Staff Accounts

Allow or restrict sections and actions for staff accounts with precision.

Session and Token Security Settings

Configure session, login token, and password reset lifetimes to fit your policy.

Quote Management (Add-On)

Create, send, and convert quotes into orders.

Order Management (Add-On)

Use advanced workflows for existing order processing.

Customer History (Add-On)

Document customer contacts and account history in a structured way.

Customer Visits (Add-On)

Plan and track field visit activities for sales teams.

SAML Single Sign-on (Add-On)

Integrate staff login into existing identity processes.

  • Current Version1.5.9
  • Compatible with Magento 2.4.6 - 2.4.8
  • Compatible with PHP 8.1 - 8.5

If your environment differs from the listed requirements, we can check compatibility in advance. Please contact us via our contact form.

staff

Version 1.5.9 - 2026-03-05

Fixed
  • Fixed an issue where the staff navigation could remain visible after logout because the staff session cookie was not reliably deleted with matching cookie metadata

Version 1.5.8 - 2026-02-27

Changed
  • Increased staff first name and last name storage length
Fixed
  • Prevented registration failures when `region_id` is missing in staff customer address payloads
  • Kept shipping address fields hidden after failed customer registration when `Same As Billing Address` is enabled
  • Hardened staff signup validation for trimmed email input, password confirmation, and configured minimum password length
  • Prevented customer creation with disallowed customer groups in staff customer registration

Version 1.5.7 - 2026-02-25

Changed
  • Require Magento 2.4.4+ support baseline
Fixed
  • Fixed staff registration form confirm password field

Version 1.5.6 - 2026-02-19

Fixed
  • Fixed Magento compatibility issue causing a customer grid error in some environments

Version 1.5.5 - 2026-02-18

Added
  • Added feature for order reports (frontend/admin) for Sales Staff
Changed
  • Staff login redirects now validate destinations to keep sign-in flows on your store
  • Staff one-time login links now use a configurable expiration time (minutes) with a safe default
  • Staff comment updates and customer assignment actions now require stricter ownership checks
Fixed
  • Staff and customer-facing templates now escape dynamic data more consistently

Version 1.5.4 - 2026-01-30

Changed
  • Require Magento 2.4.6+ (framework 103.0.0+) & PHP 8.1+
  • Use version-aware attachment handling (Laminas for 2.4.6/2.4.7, Symfony for 2.4.8+)

Version 1.5.3 - 2026-01-26

Changed
  • Improved staff authentication and impersonation flow

Version 1.5.2 - 2026-01-05

Added
  • Added spanish translation (es_ES)
Changed
  • Changed UI design of My Sales Staff page

Version 1.5.1 - 2025-12-12

Added
  • Added Reset Password button on admin staff edit page to send password reset email to staff member
Fixed
  • Fixed issue accessing My Customers menu in admin when no staff is created in the system
  • Ensured staff and customer login-as sessions from admin are mutually exclusive to prevent mixed storefront identities and duplicate welcome messages

Version 1.5.0 - 2025-12-07

Changed
  • Changed Frontend UI of My Customers to use modern UI (2-column per row)
  • Moved FrontControllerPlugin from global scope to frontend-only for better performance (avoids unnecessary execution in admin area)
  • Unified staff impersonation header menu: consistent menu structure on cached and non-cached pages with labels "My Staff Account", "Customer's Account", "Logout from current customer", "Logout from Staff Account"

Version 1.4.7 - 2025-10-29

Added
  • Added admin customer grid mass action: Assign Primary Sales Staff
Changed
  • Adjusted format for displaying the percentage commission value in frontend under My Account
  • Changed unassign behavior: only customers of the real relation (Staff -> Customers) can be unassigned
Fixed
  • NOT LOGGED IN Customer Group is no longer shown for customer group restriction config, customer filter or customer create customer group selection

Version 1.4.6 - 2025-10-16

Added
  • Added functionality to sort the additional filter groups in frontend for the my customers section through the existing configuration field
Changed
  • Improved frontend customer grid filters for safer input handling, clearer labelling, and better keyboard/mobile behaviour
Fixed
  • Aligned staff impersonation and customer-unassignment flows with platform defaults, propagating impersonation state into cache context so the customer header logout menu persists and enforcing consistent POST validation
  • Refined custom price adjustments to honour configuration and data validation rules
  • Adjusted staff session refresh logic to keep users signed in when cookies rotate as expected
  • Corrected repository list adapters so contract consumers receive populated search results
  • Fixed staff image upload in admin area
  • Prevented Admin 2FA redirect when resending invoice emails by loading staff via repository in SenderBuilder instead of mutating session storage

Version 1.4.5 - 2025-09-28

Fixed
  • Fixed issue with constructor argument of SenderBuilder class for Magento 2.4.6
  • Fixed issue with getStaffNameEmailDetail function, make sure to use {{var order_staff_name_email_detail}} inside the sales order email template

Version 1.4.4 - 2025-08-28

Fixed
  • Fixed issue on issue on isArrayEmpty function

Version 1.3.5 - 2025-08-28

Fixed
  • Fixed issue on issue on isArrayEmpty function

Version 1.4.3 - 2025-08-19

Added
  • Added feature to use default billing / default shipping address filter only (configurable in admin, by default disabled)

Version 1.3.4 - 2025-08-19

Added
  • Added feature to use default billing / default shipping address filter only (configurable in admin, by default disabled)

Version 1.4.2 - 2025-08-18

Fixed
  • Fixed critical issue on individual customer login for staff

Version 1.4.1 - 2025-08-08

Fixed
  • Fixed small issue with PHP 8.4 compatibility

Version 1.4.0 - 2025-07-27

Added
  • Added Login Button on admin edit staff form
  • Added PHP 8.4 compatibility
Changed
  • Refactored Admin to use UI forms
  • Refactored Password Logic
  • Changed Frontend Icons to modern icons (Login/Logout/Delete)
  • Changed Plugin and Observer folder path
  • Removed Sendemail Logic and replaced it with a config for all email templates
  • Removed Select2 Plugin (in favor of custom AJAX instead)
  • Removed config password_already_encrypted
  • Removed deprecated method getFullName()
  • Removed Class Helper/Config.php (in favor of ScopeConfigInterface usage)
  • Removed additional Block "Create Customer" inside My Customers Section (already provided by Staff Menu Link)
  • Refactored Customer to StaffCustomer Model/Repository
  • Added suggest entry to composer.json referencing the Staff Sample Data package for easier onboarding
Fixed
  • Fixed db_schema.xml (wrong nullable attributes)
  • Fixed validation of Staff Register Form
  • Fixed session lifetime for staff sessions now being considered correctly
  • Fixed config staff_can_password_customer
  • Fixed getList() function
  • Fixed created_at, updated_at columns using dateTime Class of Magento 2

Version 1.3.3 - 2025-03-10

Changed
  • Decouple customer view controller and login as customer controller
Fixed
  • Fixed issue that mini cart was not immediately updated upon login as customer

Version 1.3.2 - 2025-02-12

Fixed
  • Fixed an issue with duplicate di.xml definition of HeaderLinksPlugin

Version 1.3.1 - 2025-01-13

Added
  • Added system configuration not_allowed_handles to enable full control about pages which the staff account should be allowed to access
Fixed
  • Fixed issue with admin order when no staff or commission was set

Version 1.3.0 - 2024-10-30

Added
  • Added new feature to define commission for Sales Staff - which will be work for Frontend & Backend Orders
  • Added ACL MageB2B_Staff::login, to allow staff to login as a customer from admin area
  • Added "Delete" and "Login as Staff" Buttons on admin detail page of staff edit
  • Added Class MageB2B\Staff\Block\Account\Staff
Changed
  • Creating a customer from Staff account: When the config is enabled that a password can be specificed, there won't be another email send out to the customer to set his password
  • Creating a customer from Staff account: ow considers correctly the configured minimum password length
  • Changed frontend URL from salesstaff to staff - a legacy router is in place to redirect
  • Changed Plugin of Magento\Customer\Model\Metadata\Form (in favor of: Magento\Sales\Block\Adminhtml\Order\Create\Data)
  • Removed Class MageB2B\Staff\Model\MimePart (in favor of Laminas\Mime\Part)
  • Removed Class MageB2B\Staff\Helper\Logger (in favor of Psr\Log\LoggerInterface)
  • Removed Class MageB2B\Staff\Helper\Address (in favor of Magento\Customer\ViewModel\Address)
  • Removed Class MageB2B\Staff\Helper\Customer (moved function to MageB2B\Staff\Helper\Address)
  • Removed Class MageB2B\Staff\Model\CustomerExtend (no replacement)
  • Refactored Class MageB2B\Staff\Controller\Index\Search (e.g. use Magento 2 Email Validator Class)
  • Refactored Class MageB2B\Staff\Controller\Account\AbstractAccount, now requires StaffSession as Constructor Argument
  • Refactored Sales Order Admin View Sales Staff Block
  • Refactored Staff Account Menu
  • Changed getFullName() to getName() (Staff Model)
Fixed
  • Fixed an issue on customer create from Staff account that the customer's address wasn't saved

Version 1.2.4 - 2024-10-07

Changed
  • Changed Version Class

Version 1.2.3 - 2024-08-13

Changed
  • Changed the way the header of Sales Staff is implemented in Magento 2
  • Changed the Customer ID field to use any external customer ID field defined by an attribute (configuration)
  • Updated the Update Comment Action - improved UI
  • Added mailto tag to customer email address in customer grid in frontend
  • Refactored the cart price edit method (incl. Compatibility to MageB2B_PricesystemCore > 2.0.0)
  • Refactored template files (outsourced JS logic)
Fixed
  • Fixed an issue with saving primary staff in admin area
  • Fixed config setting for pricesystem (will hide when MageB2B_PricesystemCore is not installed)

Version 1.2.2 - 2024-03-06

Changed
  • PHP docs

Version 1.2.1 - 2024-02-19

Fixed
  • Fixed filtering customer group column inside the customers tab of staff members (admin area)
  • Fixed old db_schema_whitelist.json file

Version 1.2.0 - 2024-01-10

Added
  • Added customer group column inside the customers tab of staff members (admin area)
Changed
  • Changed the behavior of the setting restricted customer groups, it will now also affect

Version 1.1.28 - 2023-12-18

Changed
  • Changed require JS instruction for the staff links to wait until full DOM is loaded

Version 1.1.27 - 2023-12-17

Fixed
  • Removed whitespaces on the comment field

Version 1.1.26 - 2023-08-20

Changed
  • Changed the staff information inside the admin order view to a separate box
  • Removed old setup classes (deprecated)
Fixed
  • Fixed JS error when logged in as staff and not selected a customer yet (this error had no implications)

Version 1.1.25 - 2023-07-15

Fixed
  • Magento 2.4.6 compatibility (replacement of Zend_Validator class) and PHPdocs

Version 1.1.24 - 2023-05-28

Fixed
  • Fixed UI component listing

Version 1.1.23 - 2023-05-26

Fixed
  • PHP 8.2 compatibility issues fixed

Version 1.1.22 - 2023-05-24

Added
  • Added sales_staff_id on salesOrder API object (extension attribute)

Version 1.1.21 - 2023-05-23

Added
  • Added new functions inside Staff Repository for the API add-on

Version 1.1.20 - 2023-03-24

Added
  • Added whitelist of URLs for website restriction (Commerce Edition)

Version 1.1.19 - 2023-03-21

Fixed
  • Fixed null exception on empty json check at my orders / my products section (staff-report Add-On)

Version 1.1.18 - 2023-02-22

Fixed
  • Added migration for default staff image, removed from composer map

Version 1.1.17 - 2023-02-03

Fixed
  • Fixed specific filters on my customers page from staff

Version 1.1.16 - 2023-01-24

Changed
  • replaced setFrom() method with setFromByScope()

Version 1.1.15 - 2022-10-14

Added
  • Added uninstall route, see README.md

Version 1.1.14 - 2022-10-12

Fixed
  • Fixed issue when config is set so no password needs to be given for the customer account created by staff

Version 1.1.13 - 2022-09-21

Fixed
  • Fixed logical issue on primary staff assignment at admin area, that old entries were not updated

Version 1.0.13 - 2022-09-21

Fixed
  • Fixed logical issue on primary staff assignment at admin area, that old entries were not updated

Version 1.1.12 - 2022-08-15

Changed
  • Make dynamic staff details config field for the staff detail info on email

Version 1.1.11 - 2022-08-03

Fixed
  • Revert select2 usage path

Version 1.1.10 - 2022-07-24

Fixed
  • Fixed issue PHP Fatal error: During inheritance of JsonSerializable: Uncaught...

Version 1.1.9 - 2022-06-15

Changed
  • Support for additional header links on staff top links
  • Improved the logic of a function: hasAccessToCustomer by adding a check whether customer with the specified customerId exist or not in DB

Version 1.1.8 - 2022-05-17

Fixed
  • Changed priority of arguments of save() function to avoid deprecated issue on PHP8
  • Fixed issue that on fixed store view, the email wasnt in the language - therefore, parameter area needs to be set to the email
  • Fixed that the fixed store view setting should only be applicable in case it's a staff order
Changed
  • Removed staff_order_template & OrderSender class
staff-hyva

Version 1.0.7 - 2026-02-27

Added
  • Added a dedicated website text field on the staff signup form
  • Added compatibility requirement for `mageb2b/staff > 1.5.8`
Fixed
  • Fixed staff customer create form submission by including a valid form key and improving country/region field handling for billing validation
  • Fixed same-as-billing handling so hidden shipping fields are disabled during validation and no longer interfere with submit flow
  • Fixed Hyvä staff account signup password validation to use Staff configuration

Version 1.0.6 - 2026-02-25

Fixed
  • Fixed staff registration form confirm password field

Version 1.0.5 - 2025-12-07

Added
  • Added mageb2b/staff 1.5.0 compatibility: unified impersonation header menu with consistent labels
Changed
  • Changed My Customers to a more modern layout
  • Changed My Orders layout to match hyva theme
Fixed
  • Fixed issue on Sort By on My Customers section

Version 1.0.4 - 2025-10-29

Added
  • Added mageb2b/staff 1.4.7 compatibility: Unassign only directly connected customers, don't show the button when Access all customers is set

Version 1.0.3 - 2025-10-17

Added
  • Added mageb2b/staff 1.4.6 compatibility: added impersonation-aware header menu in Hyvä, fixed login as and delete actions
  • When a staff member is logged in as a customer (Login as Customer), the header now shows: My Account (customer account), My Staff Account, Logout from current customer

Version 1.0.2 - 2025-08-19

Added
  • Added Compatibility to mageb2b/staff > 1.4.0

Version 1.0.1 - 2024-10-31

Fixed
  • Fixed few JS error
  • Removed unused JS scripts
Changed
  • Compatibility to mageb2b/staff 1.3.3

Version 1.0.0 - 2024-10-31

Added
  • Initial version
staff-graph-ql

Version 1.0.0 - 2025-02-09

Added
  • Initial version
staff-api

Version 1.0.4 - 2026-01-26

Version 1.0.3 - 2026-01-20

Version 1.0.2 - 2024-07-25

Changed
  • php Docs

Version 1.0.1 - 2023-05-22

Added
  • Added new api handle: /V1/unassign-staffcustomers to allow un-assignment of customers from the staff using an api.

Version 1.0.0 - 2022-05-11

Added
  • Added initial version

Version 1.1.0 - 2022-05-11

Added
  • Added initial version
staff-tfa

Version 1.0.0 - 2025-11-03

Added
  • Added initial version
staff-saml

Version 1.0.7 - 2025-08-08

Added
  • Added PHP 8.4 compatibility

Version 1.0.6 - 2025-07-02

Fixed
  • Fixed issues with RelayState and Redirect using SAML

Version 1.0.5 - 2025-07-02

Changed
  • Changed staffSession->setData('redirect_after_login') and use RelayState instead for SAML, also renamed parameter to staff_saml_redirect_url_after_login

Version 1.0.4 - 2025-06-22

Added
  • Added possibility to set a custom SAML direct URL after login via $this->staffSession->setData('redirect_after_login', $url);)

Version 1.0.3 - 2025-03-18

Added
  • Added Compatibility to mageb2b/staff 1.3.0
Fixed
  • Fixed wrong redirect on login when SAML setup is not complete or incorrect

Version 1.0.2 - 2024-10-27

Fixed
  • Fixed PHP 8.3 issues, PHP docs and code style

Version 1.0.1 - 2023-03-20

Fixed
  • Fixed syntax error on PHP 7.4 in Class LoginStaffDto

Version 1.0.0 - 2023-03-07

Added
  • Initial version
staff-importexport

Version 1.0.10 - 2026-02-17

Fixed
  • Fixed Magento compatibility issue in staff import email validation.
  • Improved random token and password length generation to satisfy current coding standard rules.

Version 1.0.9 - 2026-01-05

Fixed
  • Fixed undefined property maxPasswortLength
  • Return a proper download response for the sample file so the browser saves the file instead of rendering it inline

Version 1.0.8 - 2025-07-27

Added
  • Added CHANGELOG.md
  • Added compatibility for mageb2b/staff 1.4.0

Version 1.0.7 - 2025-02-20

Fixed
  • Fixed issue with staff grid UI form

Version 1.0.6 - 2024-10-27

Fixed
  • Fixed issue with Controller Class

Version 1.0.5 - 2024-10-27

Changed
  • Changed Logger to PSR instead of MageB2B\Staff\Helper\Logger

Version 1.0.4 - 2022-12-28

Fixed
  • Fixed undefined constant issue on sample file download

Version 1.0.3 - 2022-08-03

Changed
  • Refactoring for commonHelper

Version 1.0.2 - 2022-07-25

Added
  • Added changes to import staff image with import process. And also added a change so staff image can be deleted when staff is deleted using import-export process. Also, updated the sample file
Changed
  • Improved staff import command class, output errors
  • MageBTB_StaffImportExport -> MageB2B_StaffImportExport
  • phpDocs
Fixed
  • Fixed composer.json
  • Fixed error on StaffImport.php
staff-customervisit

Version 1.1.3 - 2026-03-07

Fixed
  • Fix staff visit admin URLs for secret key validation

Version 1.1.2 - 2026-01-30

Added
  • Added calendar setting to optionally show/hide weekend days using locale weekend configuration
  • Added logging for cancellation email failures
Changed
  • Calendar view now respects locale "First Day of Week" and weekend settings
  • Normalized calendar data endpoint response shape for consistent consumers
  • Refactored datetime handling to use Magento DateTimeFactory helpers
  • Require Magento 2.4.6+ (framework 103.0.0+)
  • Require MageB2B_Staff 1.5.4+
Fixed
  • Customer action tokens are invalidated after confirm/cancel actions
  • Fixed timed visit creation with 12-hour time inputs (no malformed time strings)
  • Fixed email template directive warnings by removing nested `depend` blocks in visit created/updated emails
  • Fixed ICS controller no-route handling to return a forward result instead of a 500 error
  • Fixed staff visit edit access check
  • Ensured calendar data only returns visits for the currently logged in staff to prevent inaccessible events

Version 1.1.1 - 2026-01-08

Added
  • Added translation es_ES.csv
Changed
  • Updated translations for en_US.csv and de_DE.csv

Version 1.1.0 - 2025-12-16

Added
  • Added configuration to show Recent Visits / Upcoming Visits in Customer's Dashboard
  • External calendar synchronization (Google Calendar + Microsoft/Graph) incl. OAuth connect flow
  • Customer email actions for visits (confirm/cancel links) and ICS download support
  • Visit reminder notifications (cron)
Changed
  • Refactored module for compatibility with newer `MageB2B_Staff` versions and improved visit UI components
Fixed
  • Fixed admin visits listings data source configuration (separate providers for grid vs. staff edit tab)
  • Various stability fixes and translation updates

Version 1.0.4 - 2022-12-02

Fixed
  • Fixed wrong ACL permissions

Version 1.0.3 - 2022-08-03

Changed
  • Removed common helper references
Fixed
  • Fixes when calendar settings are absent

Version 1.0.2 - 2022-05-26

Fixed
  • Fixed map style issue

Version 1.0.1 - 2020-10-03

Added
  • Send inform email to customer when visit created
  • Add customer address selection
  • Add whole day checkbox
  • Create visit + initial visits listing
Fixed
  • Fix route URL parameter
staff-customerhistory

Version 1.1.5 - 2026-02-01

Fixed
  • Support table name prefixes

Version 1.1.4 - 2026-01-08

Added
  • Added translation es_ES.csv
  • Customer preselection via `customer_id` GET parameter for direct customer access
  • Staff access validation with 403 redirect for unauthorized customer access
  • XSS prevention helpers in JavaScript
Changed
  • Changed Dynamic Rating Rules system config to UI (previously, configuration was JSON only)
  • Changed database table from customer_salesstaff_customer_history_files to customer_salesstaff_customer_history_file (automatic patch will be applied)
  • Modal customer search limited to 5 results for better UX
  • Improved styles in modal
  • Updated translations for en_US.csv and de_DE.csv
Fixed
  • Fixed timestamp calculation showing negative days for recently created entries
  • Improved input sanitization

Version 1.1.3 - 2025-12-12

Added
  • Added manage_customer_history attribute to enable/disable My Customer History in frontend per staff
  • Added tab "Customer History" inside staff edit form to view and add customer history in admin
  • Added observer to pass visit data from mageb2b/staff-customervisit

Version 1.1.2 - 2025-12-10

Fixed
  • Fixed getList() function of HistoryFileRepository

Version 1.0.6 - 2025-10-30

Added
  • Added compatibility for mageb2b/staff 1.3.0

Version 1.1.1 - 2025-08-18

Added
  • Added PHP 8.4 compatibility

Version 1.1.0 - 2025-07-23

Added
  • Added new modern, ajax-based UI / design
  • Added display of recent customers (which have been recently updated)
  • Added display of No. of Entries, Revenue, Number of Orders & Rating of the customer
  • Added Rating config (based on number of orders and order amount)
  • Sent to Customer Flag now indicates if a history entry was sent to a customer
  • Added compatibility for mageb2b/staff 1.4.0
  • Added suggest entry to composer.json referencing the Staff Customer History Sample Data package for easier onboarding
Changed
  • Removed enable_send_email_to_customer config because now on each entry its possible to inform the customer of the sales staff account
  • Removed custom topic as it's fully configurable via system configuration which topics should exist
  • allow_delete_own_history config is now set to 1 by default
  • created_at & updated_at are now datetime fields

Version 1.0.5 - 2024-10-27

Added
  • Fixed LoggerInterface issues

Version 1.0.4 - 2024-10-27

Fixed
  • Updated PHP Docs

Version 1.0.3 - 2022-08-03

Changed
  • Removed Common Helper (from mageb2b/staff) references

Version 1.0.2 - 2022-05-26

Fixed
  • Fixed composer version, updated version to 1.0.2

Version 1.0.1 - 2022-05-14

Added
  • Added initial version
staff-ordermanagement

Version 1.0.6 - 2025-07-27

Added
  • Added Compatibility to mageb2b/staff > 1.4.0

Version 1.0.5 - 2024-10-27

Added
  • Added translations
Changed
  • Changed Constructor argument for Classes to be compatible to AbstractController from Staff Extension

Version 1.0.4 - 2024-10-27

Changed
  • Removed old InstallSchema
  • PHP docs

Version 1.0.3 - 2024-08-13

Added
  • Added feature to allow backorders in frontend just for sales staff (system config)

Version 1.0.2 - 2022-12-04

Added
  • Added README, CHANGELOG & uninstall routine

Version 1.0.0 - 2022-10-14

Added
  • Initial composer version

Version 1.0.1 - 2022-08-14

Changed
  • Removed common helper references
staff-quote

Version 1.2.5 - 2026-03-11

Changed
  • Reworked the frontend quote layouts

Version 1.2.4 - 2026-02-26

Fixed
  • Secured admin customer-data lookup by requiring quote context and rejecting customer/quote mismatches to prevent cross-customer data exposure
  • Fixed admin quote view invalid-ID handling to redirect with message instead of throwing a controller return type error
  • Improved admin create-order stability with safer product-add handling and more reliable purchase-order payment handling
  • Improved quote update safety by requiring status permission for real status transitions and validating billing/shipping address ownership

Version 1.2.3 - 2026-02-17

Added
  • Added grid collection classes for `StaffQuoteItem` and `StaffQuoteHistory`
Changed
  • Updated compatibility for date formatting in quote list/detail blocks for explicit timezone support

Version 1.2.2 - 2026-01-30

Changed
  • Aligned staff order creation flow with admin guard: requires approved internal status and customer accepted status
  • Route staff order status updates through QuoteStatusManager to preserve timestamps/events
  • Standardized send-to-customer availability rules across list/detail views
  • Use allowed customer status transitions in the staff quote modal
  • Expire quotes at end-of-day when valid_until is date-only to match cron behavior
Fixed
  • Resend flow no longer attempts invalid customer status transitions; refreshes status timestamp on resend
  • Added audit history entries for customer accept/reject actions
  • Status update email now uses provided customer name and new status variables

Version 1.2.1 - 2025-12-04

Changed
  • Replaced custom `TaxDisplay` helper with Magento's native `\Magento\Tax\Model\Config` for tax display configuration (follows Magento best practices)
Fixed
  • Fixed undefined `$_logger` property in customer controllers (AcceptQuote, RejectQuote, FeedbackQuote, ProductSearch) by properly injecting `LoggerInterface`
  • Fixed potential undefined `$staff` variable in catch blocks when email notification fails
  • Fixed FK constraint violation risk in `logHistory()` when no valid staff_id is available - method now safely returns early instead of attempting invalid insert
  • Fixed StaffNavigationLink to include a Staff Session check

Version 1.2.0 - 2025-11-02

Added
  • Added customer search with AJAX autocomplete in admin quote view
  • Added GetCustomerData controller endpoint for loading customer addresses, payment methods, and shipping methods
  • Added automatic population of address and payment/shipping dropdowns when customer is selected
  • Added store view dropdown selector in admin quote view
  • Added automatic date/time management for quote creation and updates via ResourceModel
Changed
  • Changed store view display from static text to dropdown selector in admin quote view
Fixed
  • Fixed customer search dropdown visibility issue with CSS positioning
  • Fixed invalid date display for quotes with zero timestamp in created_at field

Version 1.1.0 - 2025-11-01

Added
  • Added complete admin UI for Staff Quote
  • Added attach quote pdf to emails
  • Added attachment feature incl. configuration options
  • Added display history modal inside staff quote list
  • Added chooser for payment method when creating an order from accepted quote
Changed
  • On customer request quote page, the primary billing and primary shipping address are pre-selected

Version 1.0.0 - 2025-09-17

Added
  • Added initial version
staff-report

Version 1.0.6 - 2026-02-18

Added
  • Added abandoned notice in favor of mageb2b/staff

Version 1.0.5 - 2025-07-27

Added
  • Added CHANGELOG.md
  • Added compatibility for mageb2b/staff 1.4.0

Version 1.0.4 - 2024-10-29

Added
  • Added compatibility for mageb2b/staff 1.3.0

Version 1.0.3 - 2024-10-27

Changed
  • Streamlined code

Version 1.0.2 - 2023-08-11

Fixed
  • fixed another issue with json_code on null

Version 1.0.1 - 2023-08-11

Changed
  • Removed common helper references, PHP7 syntax
Fixed
  • Fixed undefined index issue on filter attributes on report pages in frontend

Version 1.0.0 - 2022-02-15

Added
  • Initial commit
Module-Specific Questions
Who benefits most from this module?

Stores with active customer support get clear sales processes directly inside Magento and reduce handovers between sales, service, and back office.

What accounts do sales representatives get?

Dedicated staff accounts create clear responsibility boundaries and a secure workspace for sales operations.

How does customer assignment work in daily operations?

Customers are assigned per staff member or team, which clarifies ownership and lowers internal questions.

How is one fixed contact person per customer handled?

A primary sales representative per customer ensures continuity in communication, support, and conversion performance.

How does the module support phone sales?

Sales representatives can work directly in customer accounts, build carts, and complete checkout without media breaks.

How do you keep order ownership transparent?

Sales attribution is stored on each order, so reporting, clarification, and payout remain traceable.

What does customer creation by sales teams improve?

New customers become active faster because account creation happens directly in the sales workflow.

Why are customer relationship notes useful?

Relevant context stays attached to the customer relationship and enables consistent communication across the team.

How does the module improve daily customer search?

Search and filter options shorten navigation time and help teams prioritize the right customer accounts.

What is the value of external customer number filtering?

Existing customer codes from established business processes can be reused directly inside sales workflows.

How is cart price editing used in business practice?

Sales teams can react flexibly within defined limits and secure deals faster in assisted buying scenarios.

How does the zero-price rule support governance?

Clear rules prevent misuse and keep exceptional pricing scenarios manageable and auditable.

How is commission managed in the module?

Commission values per staff member create transparent payout logic with traceable order-level results.

How do leaders benefit from configurable commission logic?

Consistent rules improve comparability, reduce friction, and strengthen sales planning.

What is the advantage of sales attribution in order overviews?

Responsibility is visible immediately, which accelerates clarifications and simplifies operational control.

Why is order reassignment important?

During team changes or vacation coverage, orders stay actionable and correctly assigned to the right owner.

How do sales reports help in daily management?

Performance and revenue become visible per staff member, enabling data-based targets, coaching, and steering.

Why is CSV export relevant for operations?

Report data can be transferred into controlling and management workflows without manual rework.

What improves with email recipient routing?

Messages go to the right roles at the right time, reducing response delays and misunderstandings.

How do access rules improve staff account security?

Each role receives only required permissions, lowering risk and keeping workflows clear.

What is the impact of configurable security time windows?

Session and token timing can be aligned with your security policy and user experience goals.

How does the module support multi-website organizations?

Sales structures can be managed per website, which cleanly maps brand and country operations.

How do management and sales teams benefit together?

Clear ownership, transparent KPIs, and faster workflows improve steering and conversion quality together.

How does the module affect service quality?

Customer requests are handled more directly because sales and support work in one consistent process.

General Questions
How many Magento installations is the license valid for?

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.

Is installation included in the price?

Installation and configuration are not included in the price. On request, we can support you with a smooth integration into your system.

What payment methods are available?

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.

What does the order process look like?

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.

I need a custom modification of the module. Is that possible?

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.

Can I install a demo version locally?

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.

Is the source code encrypted?

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.

What is the update policy and support?

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.

I already have a license. How can I perform an update?

You can complete the license update here. If you have an active support package, you receive updates automatically via Composer. If your support package has expired, you can renew your license here or in your account.

I have another question — how can I contact you?

You can reach us anytime via eMail.

Sales Staff

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Ideal for these industries & use cases

Field Sales Teams

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.

Inside Sales Operations

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.

Territory Management

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.

Customer Service

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.

Franchise/Dealer Network

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.

Multi-Brand Management

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.

Try it without risk

Request a personal demo instance and evaluate the module directly in backend and frontend under real conditions — without local installation.

For developers

Practical Magento 2 guides, technical developer documentation, and API references (REST, SOAP, GraphQL) for installation, configuration, and troubleshooting.

Go to Knowledge Base