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Email merge code for "order agent"

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10 comments

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    Joshua Artman

    Maybe I am misunderstanding your request, but isn't that what the sales person merges are for?

    • ##SALESPERSONUSERID##
    • ##SALESPERSONUSERNAME##
    • ##SALESPERSONFIRST##
    • ##SALESPERSONLAST##
    • ##SALESPERSONEMAIL##
    • ##SALESPERSONEXTENSION##
    • ##SALESPERSONPHONE##
    • ##SALESPERSONALTPHONE##
    • ##SALESPERSONFAX##
    • ##SALESPERSONEMAILNODOMAIN##

    Whoever creates the quote gets automatically assigned as the sales person and their merges stay with that quote if/when it is turned into an order.

     

     

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    Brian Gluck

    When we create quotes the sales person is not automatically assigned. Do you do that via the rule engine?

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    Joshua Artman

    As far as I know we have not modified any settings in regards to creating quotes.  Whenever we go into Quotes > New or Orders > New  it automatically fills the logged in person's name into the Sales Person field and we can't even change the sales person.  Here is a screenshot of what I get simply by going to Orders > Quotes > New:

     

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    Brian Gluck

    Interesting; it definitely does not do that for us. I wonder what setting you and I have different. I'll hit up support and try to find out.

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    Joshua Artman

    I double checked the rules engine and there was nothing there related to sales person, and scanned though the other settings that I thought may have been relevant and can't find any setting that seems like it should affect this.  It will be interesting to see what Support has to say. 

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    Brian Gluck

    They told me it is a new feature that my version doesn't have yet.

    "Your store would need to be updated. It's a brand new feature. The sales person is only uneditable if the user doesn't have the permissions."

    If you want to make the salesperson editable (as I told them that I would want to) you will need to adjust permissions on your operator account to allow that.

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    Joshua Artman

    Interesting, that has been in the version we are using for some time, can't say when exactly it showed up.

     

    I did notice when I was looking through settings that there is a setting in user roles/groups to allow editing the sales person for an order:

     

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    Brian Gluck

    Great Job Americommerce! Mark this feature request as solved ;)

     

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    Sales Team

    Surprise! New feature :)

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    Brian Gluck

    The ##SALESPERSONUSERNAME## merge code references 1 of the 2 Sales Person fields in the admin; the "customer" sales person, not the "order" sales person.

    Is there a unique merge code for the "order" sales person that can be used as that is the one that is automatically populated when an agent creates a new quote/order?

    Additionally, it would be good to have an option to auto assign the "order" sales person to the "customer" if there is no customer sales person assigned.

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