Extensión Magento 2 Personal de ventas
Gestione procesos comerciales directamente en su tienda con cuentas de personal, asignacion flexible de clientes, pedidos en la cuenta del cliente y atribucion automatica de comisiones.
El modulo Magento 2 Sales Staff crea una organizacion comercial estructurada directamente en la tienda. Su equipo trabaja con cuentas dedicadas, atiende clientes asignados y realiza pedidos en el contexto del cliente sin fricciones.
Responsabilidades claras en la gestion de clientes: Los clientes pueden asignarse a uno o varios comerciales. Contacto principal, comentarios por relacion de cliente y filtros de busqueda flexibles mantienen los procesos diarios claros.
Pedidos en nombre del cliente: Los comerciales pueden entrar en la cuenta del cliente, preparar el carrito y completar el checkout. Esto acelera ventas telefonicas, ventas de campo y pedidos asistidos.
Comision limpia y transparente: Los valores de comision se definen por comercial y se aplican automaticamente por pedido. Comercial, grupo comercial y valor de comision quedan guardados en el pedido y son totalmente trazables.
Mas control en administracion: La informacion comercial puede mostrarse en la vista de pedidos, reasignarse cuando sea necesario y usarse en reportes. Evaluaciones de pedidos y productos, incluido CSV, ayudan a control y direccion.
Alta de clientes desde ventas: Los comerciales pueden crear nuevas cuentas de cliente directamente. Los campos visibles se configuran segun su proceso para mantener un alta rapida y coherente.
Reporting en el modulo base: Staff incluye reportes comerciales de pedidos y productos en el nucleo, con exportacion CSV para analisis y control.
Gestion de presupuestos (Add-On): Amplie el flujo comercial con creacion y negociacion estructurada de presupuestos.
Gestion de pedidos (Add-On): Agregue flujos avanzados para la gestion de pedidos existentes en la operativa diaria.
Historial de clientes (Add-On): Documente interacciones y recorrido de la cuenta en un unico lugar trazable.
Visitas a clientes (Add-On): Planifique y gestione actividades de visita para equipos comerciales de forma estructurada.
SAML Single Sign-on (Add-On): Integre la autenticacion del equipo comercial en sus flujos de identidad existentes.
Cuentas dedicadas de personal comercial
Las cuentas separadas distinguen claramente el trabajo comercial del acceso de clientes y administracion.
Panel de personal en frontend
Los comerciales gestionan sus tareas diarias desde una vista central.
Personal por sitio web
Los comerciales pueden gestionarse por separado por cada sitio web.
Grupos comerciales
Organice equipos por region, marca o area de responsabilidad.
Asignacion flexible de clientes
Asigne clientes al comercial adecuado y mantenga responsabilidades claras.
Asignacion multiple de clientes
Permita que varios comerciales atiendan al mismo cliente cuando sea necesario.
Contacto comercial principal por cliente
Un contacto principal por cliente reduce el esfuerzo de coordinacion.
Asignacion masiva en administracion
Defina responsables principales para muchos clientes en un solo paso.
Notas de relacion con clientes
Mantenga notas de seguimiento directamente en la relacion del cliente.
Busqueda avanzada de clientes
Encuentre clientes relevantes rapidamente con criterios de busqueda y filtros.
Trabajo en la cuenta del cliente
El equipo comercial apoya al cliente directamente en carrito y checkout.
Regreso seguro a la cuenta del comercial
Tras acciones en cuenta de cliente, el comercial vuelve de forma segura a su contexto.
Alta de clientes por ventas
Cree clientes directamente en el proceso comercial y acelere la activacion.
Campos configurables en el registro de clientes
Configure que campos y opciones de registro de clientes estaran disponibles para el equipo comercial, incluidos grupo de clientes, direccion, NIF/IVA y definicion de contrasena.
Edicion de precio en carrito
Permita ajustes de precio controlados por el equipo comercial en el carrito.
Control de regla de precio cero
Defina si se permiten precios cero en casos excepcionales.
Comision por comercial
Gestione valores de comision individuales por cada comercial.
Modos de comision flexibles
Adapte el calculo de comision a su modelo de compensacion.
Atribucion comercial en pedidos
Comercial, grupo y comision quedan trazables en cada pedido.
Campos comerciales en la rejilla de pedidos
Muestre campos comerciales en pedidos para un control mas rapido.
Reasignacion de pedidos
Reasigne pedidos a otro comercial mediante acciones masivas.
Reportes comerciales de pedidos y productos
Analice rendimiento por comercial y evolucion de ventas con transparencia.
Exportacion CSV para analisis
Exporte datos de reportes para control y direccion sin esfuerzo.
Enrutamiento de destinatarios de correo
Defina destinatarios de correo para cliente y ventas segun el proceso.
Reglas de acceso para cuentas de personal
Permita o limite secciones y acciones para cuentas comerciales con precision.
Configuracion de sesiones y tokens
Ajuste tiempos de sesion, token y reseteo de clave segun su politica.
Gestion de presupuestos (Add-On)
Cree, envie y convierta presupuestos en pedidos.
Gestion de pedidos (Add-On)
Use flujos avanzados para gestionar pedidos existentes.
Historial de clientes (Add-On)
Documente contactos e historial de cuenta de forma estructurada.
Visitas a clientes (Add-On)
Planifique y supervise visitas de campo para equipos comerciales.
SAML Single Sign-on (Add-On)
Integre el acceso del personal en procesos de identidad existentes.
- Versión actual1.5.9
- Compatible con Magento 2.4.6 - 2.4.8
- Compatible con PHP 8.1 - 8.5
Si su entorno difiere de los requisitos indicados, podemos verificar la compatibilidad con antelación. Contáctenos por el formulario de contacto.
Version 1.5.9 - 2026-03-05
- 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
- Increased staff first name and last name storage length
- 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
- Require Magento 2.4.4+ support baseline
- Fixed staff registration form confirm password field
Version 1.5.6 - 2026-02-19
- Fixed Magento compatibility issue causing a customer grid error in some environments
Version 1.5.5 - 2026-02-18
- Added feature for order reports (frontend/admin) for Sales Staff
- 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
- Staff and customer-facing templates now escape dynamic data more consistently
Version 1.5.4 - 2026-01-30
- 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
- Improved staff authentication and impersonation flow
Version 1.5.2 - 2026-01-05
- Added spanish translation (es_ES)
- Changed UI design of My Sales Staff page
Version 1.5.1 - 2025-12-12
- Added Reset Password button on admin staff edit page to send password reset email to staff member
- 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 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 admin customer grid mass action: Assign Primary Sales Staff
- 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
- 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 functionality to sort the additional filter groups in frontend for the my customers section through the existing configuration field
- Improved frontend customer grid filters for safer input handling, clearer labelling, and better keyboard/mobile behaviour
- 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 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 issue on issue on isArrayEmpty function
Version 1.3.5 - 2025-08-28
- Fixed issue on issue on isArrayEmpty function
Version 1.4.3 - 2025-08-19
- 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 feature to use default billing / default shipping address filter only (configurable in admin, by default disabled)
Version 1.4.2 - 2025-08-18
- Fixed critical issue on individual customer login for staff
Version 1.4.1 - 2025-08-08
- Fixed small issue with PHP 8.4 compatibility
Version 1.4.0 - 2025-07-27
- Added Login Button on admin edit staff form
- Added PHP 8.4 compatibility
- 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 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
- Decouple customer view controller and login as customer controller
- Fixed issue that mini cart was not immediately updated upon login as customer
Version 1.3.2 - 2025-02-12
- Fixed an issue with duplicate di.xml definition of HeaderLinksPlugin
Version 1.3.1 - 2025-01-13
- Added system configuration not_allowed_handles to enable full control about pages which the staff account should be allowed to access
- Fixed issue with admin order when no staff or commission was set
Version 1.3.0 - 2024-10-30
- 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
- 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 an issue on customer create from Staff account that the customer's address wasn't saved
Version 1.2.4 - 2024-10-07
- Changed Version Class
Version 1.2.3 - 2024-08-13
- 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 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
- PHP docs
Version 1.2.1 - 2024-02-19
- 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 customer group column inside the customers tab of staff members (admin area)
- Changed the behavior of the setting restricted customer groups, it will now also affect
Version 1.1.28 - 2023-12-18
- Changed require JS instruction for the staff links to wait until full DOM is loaded
Version 1.1.27 - 2023-12-17
- Removed whitespaces on the comment field
Version 1.1.26 - 2023-08-20
- Changed the staff information inside the admin order view to a separate box
- Removed old setup classes (deprecated)
- 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
- Magento 2.4.6 compatibility (replacement of Zend_Validator class) and PHPdocs
Version 1.1.24 - 2023-05-28
- Fixed UI component listing
Version 1.1.23 - 2023-05-26
- PHP 8.2 compatibility issues fixed
Version 1.1.22 - 2023-05-24
- Added sales_staff_id on salesOrder API object (extension attribute)
Version 1.1.21 - 2023-05-23
- Added new functions inside Staff Repository for the API add-on
Version 1.1.20 - 2023-03-24
- Added whitelist of URLs for website restriction (Commerce Edition)
Version 1.1.19 - 2023-03-21
- Fixed null exception on empty json check at my orders / my products section (staff-report Add-On)
Version 1.1.18 - 2023-02-22
- Added migration for default staff image, removed from composer map
Version 1.1.17 - 2023-02-03
- Fixed specific filters on my customers page from staff
Version 1.1.16 - 2023-01-24
- replaced setFrom() method with setFromByScope()
Version 1.1.15 - 2022-10-14
- Added uninstall route, see README.md
Version 1.1.14 - 2022-10-12
- 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 logical issue on primary staff assignment at admin area, that old entries were not updated
Version 1.0.13 - 2022-09-21
- Fixed logical issue on primary staff assignment at admin area, that old entries were not updated
Version 1.1.12 - 2022-08-15
- Make dynamic staff details config field for the staff detail info on email
Version 1.1.11 - 2022-08-03
- Revert select2 usage path
Version 1.1.10 - 2022-07-24
- Fixed issue PHP Fatal error: During inheritance of JsonSerializable: Uncaught...
Version 1.1.9 - 2022-06-15
- 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
- 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
- Removed staff_order_template & OrderSender class
Version 1.0.7 - 2026-02-27
- Added a dedicated website text field on the staff signup form
- Added compatibility requirement for `mageb2b/staff > 1.5.8`
- 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 staff registration form confirm password field
Version 1.0.5 - 2025-12-07
- Added mageb2b/staff 1.5.0 compatibility: unified impersonation header menu with consistent labels
- Changed My Customers to a more modern layout
- Changed My Orders layout to match hyva theme
- Fixed issue on Sort By on My Customers section
Version 1.0.4 - 2025-10-29
- 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 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 Compatibility to mageb2b/staff > 1.4.0
Version 1.0.1 - 2024-10-31
- Fixed few JS error
- Removed unused JS scripts
- Compatibility to mageb2b/staff 1.3.3
Version 1.0.0 - 2024-10-31
- Initial version
Version 1.0.4 - 2026-01-26
Version 1.0.3 - 2026-01-20
Version 1.0.2 - 2024-07-25
- php Docs
Version 1.0.1 - 2023-05-22
- 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 initial version
Version 1.1.0 - 2022-05-11
- Added initial version
Version 1.0.7 - 2025-08-08
- Added PHP 8.4 compatibility
Version 1.0.6 - 2025-07-02
- Fixed issues with RelayState and Redirect using SAML
Version 1.0.5 - 2025-07-02
- 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 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 Compatibility to mageb2b/staff 1.3.0
- Fixed wrong redirect on login when SAML setup is not complete or incorrect
Version 1.0.2 - 2024-10-27
- Fixed PHP 8.3 issues, PHP docs and code style
Version 1.0.1 - 2023-03-20
- Fixed syntax error on PHP 7.4 in Class LoginStaffDto
Version 1.0.0 - 2023-03-07
- Initial version
Version 1.0.10 - 2026-02-17
- 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 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 CHANGELOG.md
- Added compatibility for mageb2b/staff 1.4.0
Version 1.0.7 - 2025-02-20
- Fixed issue with staff grid UI form
Version 1.0.6 - 2024-10-27
- Fixed issue with Controller Class
Version 1.0.5 - 2024-10-27
- Changed Logger to PSR instead of MageB2B\Staff\Helper\Logger
Version 1.0.4 - 2022-12-28
- Fixed undefined constant issue on sample file download
Version 1.0.3 - 2022-08-03
- Refactoring for commonHelper
Version 1.0.2 - 2022-07-25
- 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
- Improved staff import command class, output errors
- MageBTB_StaffImportExport -> MageB2B_StaffImportExport
- phpDocs
- Fixed composer.json
- Fixed error on StaffImport.php
Version 1.1.3 - 2026-03-07
- Fix staff visit admin URLs for secret key validation
Version 1.1.2 - 2026-01-30
- Added calendar setting to optionally show/hide weekend days using locale weekend configuration
- Added logging for cancellation email failures
- 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+
- 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 translation es_ES.csv
- Updated translations for en_US.csv and de_DE.csv
Version 1.1.0 - 2025-12-16
- 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)
- Refactored module for compatibility with newer `MageB2B_Staff` versions and improved visit UI components
- 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 wrong ACL permissions
Version 1.0.3 - 2022-08-03
- Removed common helper references
- Fixes when calendar settings are absent
Version 1.0.2 - 2022-05-26
- Fixed map style issue
Version 1.0.1 - 2020-10-03
- Send inform email to customer when visit created
- Add customer address selection
- Add whole day checkbox
- Create visit + initial visits listing
- Fix route URL parameter
Version 1.1.5 - 2026-02-01
- Support table name prefixes
Version 1.1.4 - 2026-01-08
- 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 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 timestamp calculation showing negative days for recently created entries
- Improved input sanitization
Version 1.1.3 - 2025-12-12
- 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 getList() function of HistoryFileRepository
Version 1.0.6 - 2025-10-30
- Added compatibility for mageb2b/staff 1.3.0
Version 1.1.1 - 2025-08-18
- Added PHP 8.4 compatibility
Version 1.1.0 - 2025-07-23
- 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
- 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
- Fixed LoggerInterface issues
Version 1.0.4 - 2024-10-27
- Updated PHP Docs
Version 1.0.3 - 2022-08-03
- Removed Common Helper (from mageb2b/staff) references
Version 1.0.2 - 2022-05-26
- Fixed composer version, updated version to 1.0.2
Version 1.0.1 - 2022-05-14
- Added initial version
Version 1.0.6 - 2025-07-27
- Added Compatibility to mageb2b/staff > 1.4.0
Version 1.0.5 - 2024-10-27
- Added translations
- Changed Constructor argument for Classes to be compatible to AbstractController from Staff Extension
Version 1.0.4 - 2024-10-27
- Removed old InstallSchema
- PHP docs
Version 1.0.3 - 2024-08-13
- Added feature to allow backorders in frontend just for sales staff (system config)
Version 1.0.2 - 2022-12-04
- Added README, CHANGELOG & uninstall routine
Version 1.0.0 - 2022-10-14
- Initial composer version
Version 1.0.1 - 2022-08-14
- Removed common helper references
Version 1.2.5 - 2026-03-11
- Reworked the frontend quote layouts
Version 1.2.4 - 2026-02-26
- 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 grid collection classes for `StaffQuoteItem` and `StaffQuoteHistory`
- Updated compatibility for date formatting in quote list/detail blocks for explicit timezone support
Version 1.2.2 - 2026-01-30
- 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
- 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
- Replaced custom `TaxDisplay` helper with Magento's native `\Magento\Tax\Model\Config` for tax display configuration (follows Magento best practices)
- 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 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 store view display from static text to dropdown selector in admin quote view
- 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 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
- On customer request quote page, the primary billing and primary shipping address are pre-selected
Version 1.0.0 - 2025-09-17
- Added initial version
Version 1.0.6 - 2026-02-18
- Added abandoned notice in favor of mageb2b/staff
Version 1.0.5 - 2025-07-27
- Added CHANGELOG.md
- Added compatibility for mageb2b/staff 1.4.0
Version 1.0.4 - 2024-10-29
- Added compatibility for mageb2b/staff 1.3.0
Version 1.0.3 - 2024-10-27
- Streamlined code
Version 1.0.2 - 2023-08-11
- fixed another issue with json_code on null
Version 1.0.1 - 2023-08-11
- Removed common helper references, PHP7 syntax
- Fixed undefined index issue on filter attributes on report pages in frontend
Version 1.0.0 - 2022-02-15
- Initial commit
Las tiendas con atencion activa al cliente obtienen procesos comerciales claros dentro de Magento y reducen traspasos entre ventas, soporte y back office.
Las cuentas dedicadas de personal crean limites claros de responsabilidad y un entorno seguro para ventas.
Los clientes se asignan por comercial o equipo, lo que aclara responsabilidades y reduce consultas internas.
Un comercial principal por cliente aporta continuidad en comunicacion, seguimiento y conversion.
El equipo comercial trabaja directamente en la cuenta del cliente, prepara el carrito y completa el checkout sin fricciones.
La atribucion comercial queda guardada en cada pedido, lo que facilita reportes, aclaraciones y liquidaciones.
Los nuevos clientes se activan mas rapido porque el alta se realiza dentro del flujo comercial.
El contexto relevante queda junto a la relacion del cliente y permite una comunicacion uniforme del equipo.
Las opciones de busqueda y filtros reducen tiempos y ayudan a priorizar las cuentas correctas.
Permite reutilizar codigos de cliente ya establecidos en sus procesos y simplifica coordinacion y busqueda.
El equipo comercial puede reaccionar con flexibilidad dentro de limites definidos y cerrar operaciones mas rapido.
Reglas claras evitan usos incorrectos y mantienen los casos excepcionales bajo control.
Los valores por comercial crean una logica transparente de liquidacion con resultados trazables por pedido.
Reglas consistentes mejoran comparabilidad, reducen fricciones y fortalecen la planificacion comercial.
La responsabilidad se ve al instante, lo que acelera aclaraciones y simplifica el control operativo.
Ante cambios de equipo o sustituciones, los pedidos siguen operativos y correctamente asignados.
Rendimiento y ventas se ven por comercial, permitiendo objetivos y acciones basados en datos.
Los datos de reportes se integran en control y direccion sin retrabajo manual.
La informacion llega a los roles correctos en el momento correcto y reduce retrasos y malentendidos.
Cada rol recibe solo los permisos necesarios, lo que reduce riesgos y aclara procesos.
Los tiempos de sesion y token se alinean con su politica de seguridad y experiencia de usuario.
Las estructuras comerciales pueden gestionarse por sitio web y reflejar marcas o paises con claridad.
Responsabilidades claras, KPIs transparentes y flujos mas rapidos mejoran control y calidad de cierre.
Las solicitudes del cliente se resuelven de forma mas directa porque ventas y soporte trabajan en un proceso coherente.
La licencia es válida para una instalación de Magento, incluido el funcionamiento multisitio. Además, el módulo puede instalarse en cualquier número de servidores de desarrollo o staging. Encontrará más detalles en nuestros términos de licencia.
La instalación y la configuración no están incluidas en el precio. Si lo desea, le apoyamos en una integración fluida en su sistema.
Puede pagar con tarjeta de crédito (Stripe) o por transferencia bancaria (pago por adelantado). En pagos con tarjeta, el pedido se procesa de inmediato y las credenciales de acceso se envían directamente en un correo electrónico de seguimiento.
Después del pago con tarjeta de crédito, recibirá de inmediato las credenciales para obtener el módulo mediante Composer. En caso de transferencia bancaria, el acceso se concede una vez abonada la factura.
Las solicitudes personalizadas no son un problema. Adaptamos nuestros módulos de Magento 2 a su proyecto y mantenemos una versión interna dedicada para saber exactamente qué se ejecuta en su sistema durante el soporte.
En la página de detalle de cada módulo, puede solicitar su propia instancia de demostración y probar el módulo a fondo durante 7 días. Sin embargo, no ofrecemos una versión de demo local.
No, el código fuente de nuestros módulos no está encriptado. Si necesita una personalización, puede enviarnos una solicitud. Le responderemos en breve con una propuesta sin compromiso.
Puede añadir un paquete de soporte a su pedido. Incluye asistencia, así como actualizaciones y mejoras relacionadas con el módulo. No se requiere una suscripción continua.
Puede contactarnos en cualquier momento a través de Correo electrónico.
Personal de ventas
×Ideal para estas industrias y casos de uso
Equipos de Ventas de Campo
Equipe a los representantes de ventas de campo con acceso móvil a su cartera de clientes. Los representantes de ventas pueden realizar pedidos en el sitio, verificar el historial de clientes, crear nuevas cuentas y ganar comisiones. Perfecto para fabricantes y distribuidores con equipos de ventas externos que visitan ubicaciones de clientes.
Operaciones de Ventas Internas
Permita a los equipos de ventas por teléfono y correo electrónico procesar pedidos de clientes de manera eficiente. El personal puede buscar clientes rápidamente, acceder a sus cuentas, aplicar precios personalizados y completar pedidos. Ideal para mayoristas y distribuidores B2B con departamentos de ventas internas dedicados que manejan pedidos entrantes.
Gestión de Territorios
Organice al personal de ventas por territorios geográficos o regiones utilizando grupos de personal. Asigne clientes a representantes específicos del territorio, rastree el rendimiento por región y gestione estructuras de comisiones por territorio. Perfecto para empresas con organizaciones de ventas regionales y planes de compensación basados en territorios.
Servicio al Cliente
Capacite a los equipos de servicio al cliente para ayudar a los clientes con la realización de pedidos, ajustes de precios y gestión de cuentas. Los representantes de servicio pueden acceder a cuentas de clientes, realizar pedidos de reemplazo, aplicar descuentos y resolver problemas rápidamente. Mejora la satisfacción del cliente y reduce el tiempo de resolución de tickets de soporte.
Red de Franquicias/Distribuidores
Permita a los propietarios de franquicias o distribuidores gestionar su base de clientes y ganar comisiones en ventas. Cada franquiciado obtiene su propia cuenta de personal con acceso solo a sus clientes. Rastree el rendimiento por ubicación, gestione precios basados en territorios y automatice los pagos de comisiones a socios de franquicia.
Gestión Multi-Marca
Gestione equipos de ventas separados para diferentes marcas o sitios web dentro de su instalación de Magento. Las cuentas de personal son específicas del sitio web, lo que permite asignaciones de clientes específicas de marca, estrategias de precios y estructuras de comisiones. Perfecto para empresas que operan múltiples marcas con equipos de ventas dedicados por marca.
Pruébelo sin riesgo
Solicite una instancia de demostración personal y evalúe el módulo directamente en backend y frontend en condiciones reales, sin instalación local.
Para desarrolladores
Guías prácticas de Magento 2, documentación técnica para desarrolladores y referencias de API (REST, SOAP, GraphQL) para instalación, configuración y solución de problemas.
Ir a la base de conocimiento