If you'd like, it's possible to allow all agents to place orders for / manage all customers. To do that, you would go to SalesKing -> Settings -> Agent Capabilities and enable "All agents can manage / shop for all customers".
Besides that setting, there is no way to actually assign multiple agents to the same customer. This is because for example the agent assigned will get the commission (if commissions are used) for the customer's orders - so there can be only 1 agent assigned.
Do you mean when the agent places the order successfully for the customer? In that moment you would like them to be automatically redirected back to the dashboard, without having to click on 'Switch to Agent'? Did I understand that correctly?
I think we could write a code snippet for that - my main concern with that is: If the agent would be immediately redirected, could that be confusing for the agent, because the agent wouldn't know if the order was placed successfully or not?
Hi, your right it maybe confusing as the agent wont know if the order has gone through!
Another question, Can the my orders tab be hidden in the agent dashboard but still leave the agent assigned column in the admin orders side? Also can the edit customer button in the agent my customers tab be changed to say view instead of edit?
Thank you. the agent column in the admin orders page is needed just for information so the admin knows which agent is assigned to the order. The my orders tab in the agent dashboard is not needed.
Thank foe the new version of sales king to allow me to chnage then edit text
Hi, is it possible to assign more than one sales agent to a customer?
Thanks
Darren
Hi Darren,
If you'd like, it's possible to allow all agents to place orders for / manage all customers. To do that, you would go to SalesKing -> Settings -> Agent Capabilities and enable "All agents can manage / shop for all customers".
Besides that setting, there is no way to actually assign multiple agents to the same customer. This is because for example the agent assigned will get the commission (if commissions are used) for the customer's orders - so there can be only 1 agent assigned.
Kind regards,
Stefan
Thank you, is it possible to redirect back to agent dashboard after an order has been processed as a customer?
Thank you
darren
Hi again,
Do you mean when the agent places the order successfully for the customer? In that moment you would like them to be automatically redirected back to the dashboard, without having to click on 'Switch to Agent'? Did I understand that correctly?
I think we could write a code snippet for that - my main concern with that is: If the agent would be immediately redirected, could that be confusing for the agent, because the agent wouldn't know if the order was placed successfully or not?
Hi, your right it maybe confusing as the agent wont know if the order has gone through!
Another question, Can the my orders tab be hidden in the agent dashboard but still leave the agent assigned column in the admin orders side? Also can the edit customer button in the agent my customers tab be changed to say view instead of edit?
Thank you for your time
Darren
Hi Stefan,
Thank you. the agent column in the admin orders page is needed just for information so the admin knows which agent is assigned to the order. The my orders tab in the agent dashboard is not needed.
Thank foe the new version of sales king to allow me to chnage then edit text
Darren
Thank you for the
To achieve that (hide agent tab in vendor dashboard only), you can add this PHP code snippet to your site:
add_filter('option_salesking_agents_can_manage_orders_setting', function($val){ if (!is_admin()){ $val = 0; } else { $val = 1; } return $val; }, 10, 1);Have a great week,
Kind regards,
Stefan
Thank you Stefan, have a great Christmas & New Year!
Darren
Happy Holidays and New Year to you as well!