Key Highlights
Enable an Agent
Enable a Customer as an Agent.
Select an Agent for the Customer
Customers can choose an Agent from the list.
Agent can select the Customer
Agent can select the Customer from the Website to conduct shopping on behalf of the Customer.
Change the Sale Order address to the Customer
Address for both the Sale Order and Invoice will be that of the customer.
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Enable Is Agent to set the Customer as an Agent.
Customers can select an Agent from the list of agents in the designated 'Agent' field.
If you are an Agent and open the website, you will find a new menu titled 'Agent Shop'.
If you click the menu, it will open a new page for selecting the Customer. From there, the Agent can choose the Customer and proceed to shop by clicking on 'Shop Now' as the Customer.
On the payment page, you can view the Customer's address and edit it by clicking the pencil icon.
When you print the Sale Order, you will see that the Agent Name is displayed on the page.
From the backend, you can view the Agent associated with the created Sale Order.
From the Sale Order in the customer portal, the Customer can view the Agent Name.
From the backend, you can view the Agent associated with the created Invoice.
From the Invoice in the customer portal, the Customer can view the Agent Name.
When you print or download the Invoice, you will see that the Agent Name is displayed on the page.
Agent can choose Customer from the website Agent Shop.
Agent can Shop on behalf of the Customer.
Sale Order and Invoice for Shopping.
Create a Sale Order and Invoice for the sale from the website shop. The details will reflect those of the Customer, and the Agent Name should be displayed on both the Sale Order and Invoice.
Even though the agent is shopping behalf of the customer , the default address will be the customers address. We can also edit the address at the time of checkout.
No, For a customer only one agent can be assigned.
Latest Release 18.0.1.0.0
22nd November, 2024- Initial Commit
