Sales Rep

  • Resolved akyboy

    (@akyboy)


    7 years, 8 months ago

    Hi ,

    I have couple of questions.

    Once sales rep (in our case we have it as carrier) is logged in, is it possible to show list of his orders without entering sales rep id?

    Another question , i added [sales-rep-form] to a page, orders assigned to specific rep will be displayed but clicking on actual order doesn’t do anything.
    this is example of the link (hover) : [ redundant link removed ]
    Help would be appreciate.

    • This topic was modified 7 years, 8 months ago by Jan Dembowski.

    The page I need help with: [log in to see the link]

Viewing 6 replies - 1 through 6 (of 6 total)
  • Plugin Author Rustaurius

    (@rustaurius)

    7 years, 8 months ago

    Hi akyboy,

    Unfortunately it’s not possible for sales reps to see their orders automatically when logged in at this time, only for customers. That is a good suggestion though, so we’ve added it to our feature suggestion list.

    For your second issue, in the “Emails” tab, you would need to change “Status Tracking URL” to the URL of the page with the “tracking-form” shortcode, rather than the URL of the sales rep shortcode code. The links should work correctly once you’ve made the change.

    Thread Starter akyboy

    (@akyboy)

    7 years, 8 months ago

    Btw, can customer update status on orders? – Looks like i cannot for some reason :/

    Plugin Contributor etoilewebdesign

    (@etoilewebdesign)

    7 years, 8 months ago

    Hi akyboy,

    Unfortunately there’s no option to automatically show the orders of a sales rep. The sales rep could login to their account via /wp-login and they can see all the orders assigned to them, there’s no option for them to see the orders without entering their ID.

    Also, the customers cannot update the status of the orders.

    Thread Starter akyboy

    (@akyboy)

    7 years, 8 months ago

    Thats unfortunate.
    Those couple of features would make plugin ultimate tracking solution 🙂

    I am in trucking business, using different types of customer tracking portals on a daily basis, – and those features should be main ones to accomplish what we need in this industry.

    I am thinking that those in other industries should benefit from them too.

    I wish only – if i could demonstrate to you exactly what i/we need i am almost sure that you would start working on them immediately 😛

    • This reply was modified 7 years, 8 months ago by akyboy.
    Thread Starter akyboy

    (@akyboy)

    7 years, 8 months ago

    And yes, i dont mind demonstrating this to you if you would like, we could setup some conference call/remote connection perhaps.

    Plugin Contributor etoilewebdesign

    (@etoilewebdesign)

    7 years, 8 months ago

    For your question about the URL, you need to put the [tracking-form] shortcode on a page by itself, then put the URL of that page in the “Status Tracking URL” option.

Viewing 6 replies - 1 through 6 (of 6 total)

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