Pro-forma customers pay for the order before it is shipped and account customers get 30 days to pay. I didnt think about groups i could maybe create a different B2B King group. Would this effect all current orders?
It is really just so the agent knows if the customer has to pay before the order is shipped or if they have a credit account, purley just so they know.
Our current B2B king groups are wholesale, corporate and trade and these control the pricing for each customer. This doesnt need to change as it is just so the agent knows the account status of the customer, pro-forma or credit account etc
Thanks Stefan, all the other customers seemed to have disappeared from the agent dashboard now? It seems that when they have the user role trade or wholesale or extra role reps they disappeared?
The dashboard does indeed only show users that have the 'Customer' role.
In WordPress, users can have multiple roles. It is best for customers to always have the customer role - that helps ensure things like WooCommerce Reports also work correctly for those users.
Hi Stefan, It seems that changing the role to customer means that all customers are now showing in the agent dashboard even if they are not assigned to that agent?
It would be good when a sales agent is shopping as a customer if they could use the quick bulk order table and if it showed the tiered pricing so it's quicker to do orders.
when shopping as a customer and viewing the customers previous orders in the customers account it shows an error and the order view is all messed up like in the screen shot? It is only doing it on some orders and i have no idea why?
It is also doing it on the staging site that you have logged into before?
In the past we have had some situations where there was confusion regarding the reports feature.
If you select 'All agents (store)' you may see a chart
but when selecting any specific agent you may see an empty chart:
Please note that the "all agents(store)" view shows all shop sales, not just sales coming from agents. In my screenshot above, the "commission' (purple bar) is actually 0 if you check it, so none of the sales are coming from agents.
It may be that your shop actually does not have any agents with commissions earned on the orders in the timeframe you selected. Please check if that's the issue here.
If you believe that is incorrect and that you do have specific agents which earned commissions in that timeframe, we'd be happy to investigate this and see if there is some bug or issue there. For that, would you be able to share a backend login to the site or to a staging clone site with us, so we can look into this?
All the orders on the website are from agents but we dont have the commission feature set up or tunred on as we use another software seperate from the website to work our commissions. Can the report show the total amount of orders and sales etc that each agent has done?
I noticed the last few days in the agent dashboard under orders tab it is not showing any of the recent orders? It shows them ok on the agent dashboard but not on the orders tab.
We have no caching on the site as it caused too many problems. I also notice than when an agent is shopping as a customer it has started being so you have to press the add to cart button twice for it to add to the cart.
I am not sure what the issues could be caused by then, but I'd be happy to check directly if you'd like. I would need a backend login to the site or a staging clone site, so I can troubleshoot.
Also while verifying you purchase code we have noticed that your support period for the purchase code "130c29b3-54d6-45c3-8d5a-516385752f6e" has expired on May 11. We would need you to please renew your support period.
You can purchase support directly from us via this link: https://buy.paddle.com/product/814644 - this is $99 for 1 year of support, renewable. After purchasing, you can open tickets with us in the 'Support Plans' category.
Hi,
Is it possible to display more than the 5 most recent orders on the agent dashboard?
Thanks
Darren
Thanks Stefan.
Would there be a way to show in the agent dashboard if a customer has a profoma account or a credit account?
Thanks
Darren
Hi Darren,
How are these 2 types of accounts differentiated? Are these 2 B2BKing B2B groups? Or how could our plugin know which account a customer has?
Hi Stefan,
Pro-forma customers pay for the order before it is shipped and account customers get 30 days to pay. I didnt think about groups i could maybe create a different B2B King group. Would this effect all current orders?
It is really just so the agent knows if the customer has to pay before the order is shipped or if they have a credit account, purley just so they know.
Darren
Hi Stefan,
Our current B2B king groups are wholesale, corporate and trade and these control the pricing for each customer. This doesnt need to change as it is just so the agent knows the account status of the customer, pro-forma or credit account etc
Thanks
Darren
Hi Darren,
I can assist you to add a custom column to the "Customers" panel on the agent dashboard.
You could then display any customer data there, for example you could get the value of a "user meta key" and display it.
Would that help?
HI Stefan,
That sounds perfect thank you. Where would i add the user meta key?
Darren
I think you would need to use a piece of code or plugin that can add profile custom fields:
For example: https://wordpress.org/plugins/profile-extra-fields/
You could then set the value on each user's profile to mention whether that's a proforma or credit account.
And that same value would also be displayed on the agent dashboard in the custom column.
I will work on that snippet now and send it to you shortly.
You can add the following snippet to your site: https://pastecode.io/s/3zcet5g4
In the snippet, you can replace 'Custom column title' with the title you want for the column, such as "account type'
You can also replace "first_name" with the user meta key used.
Ahhh, crazy plugin, instead of using user meta data it created 7 custom tables in the database.
I deactivated that plugin on the staging site. Then I modified the snippet here:
https://huggablesltd.co.uk/staging/wp-admin/admin.php?page=edit-snippet&id=37&result=updated
On the user profile page:
In the agent dashboard:
Thanks Stefan, all the other customers seemed to have disappeared from the agent dashboard now? It seems that when they have the user role trade or wholesale or extra role reps they disappeared?
Thanks
Darren
The dashboard does indeed only show users that have the 'Customer' role.
In WordPress, users can have multiple roles. It is best for customers to always have the customer role - that helps ensure things like WooCommerce Reports also work correctly for those users.
A way to easily add multiple rules to a user (e.g. both the "Wholesale" role and "Customer" role) is to use this free plugin: https://wordpress.org/plugins/hm-multiple-roles/
Thanks Stefan , i will just change them all to customer as the B2Bking group controls the pricing any way.
Thank you for all your help
Darren
Hi Stefan, It seems that changing the role to customer means that all customers are now showing in the agent dashboard even if they are not assigned to that agent?
Darren
Fixed it by turning off the agent can shop for all customer in the salesking settings!
Thanks
Darren
Glad to hear you found that setting and let me know if I can help with anything : )
Thank you Stefan.
Is it possible in the quick order form (Cream) in B2BKing to show the individual product price or pricing table?
Thanks
Darren
Hi Darren,
By default there's no option to show the 1 piece price or the tiered pricing table there, so that could only be achieved with custom coding.
If that could help, I can share some hooks that you may be able to use to achieve that.
Kind regards,
Stefan
Hi Stefan
It would be good when a sales agent is shopping as a customer if they could use the quick bulk order table and if it showed the tiered pricing so it's quicker to do orders.
Thank you for your time
Darren
Thank you for the feedback,
I see what you mean, we will look at adding more options there for agents in future updates,
Kind regards,
Stefan
Hi Stefan,
when shopping as a customer and viewing the customers previous orders in the customers account it shows an error and the order view is all messed up like in the screen shot? It is only doing it on some orders and i have no idea why?
It is also doing it on the staging site that you have logged into before?
Thanks for your help
Darren
Attached files: Web capture_13-4-2023_10193_huggablesltd.co.uk.jpeg
Thank you Stefan
Hi Stefan,
The reports section of salesking doesnt seem to show any information when I select a sales agent? Its the same on the live site and staging site.
Thanks
Darren
Hi Darren,
In the past we have had some situations where there was confusion regarding the reports feature.
If you select 'All agents (store)' you may see a chart
but when selecting any specific agent you may see an empty chart:
Please note that the "all agents(store)" view shows all shop sales, not just sales coming from agents. In my screenshot above, the "commission' (purple bar) is actually 0 if you check it, so none of the sales are coming from agents.
It may be that your shop actually does not have any agents with commissions earned on the orders in the timeframe you selected. Please check if that's the issue here.
If you believe that is incorrect and that you do have specific agents which earned commissions in that timeframe, we'd be happy to investigate this and see if there is some bug or issue there. For that, would you be able to share a backend login to the site or to a staging clone site with us, so we can look into this?
Kind regards,
Stefan
Hi Stefan,
All the orders on the website are from agents but we dont have the commission feature set up or tunred on as we use another software seperate from the website to work our commissions. Can the report show the total amount of orders and sales etc that each agent has done?
thanks
Darren
Thank you for clarifying, I see what you mean now,
It's not currently possible unfortunately - this only works based on commissions and orders with commission,
We will consider extending it in future updates, maybe with additional. options like "Agent 1 - Total Sales", "Agent 1 - Commission Sales" etc.
Hi Stefan,
I noticed the last few days in the agent dashboard under orders tab it is not showing any of the recent orders? It shows them ok on the agent dashboard but not on the orders tab.
Thank you for your time
Darren
Hi Darren,
Could it be that you have some caching set up that is affecting the dashboard? Do you have any caching plugin on your site?
If so, please make sure to exclude all dashboard pages in your caching settings (you may be able to use a wild card e.g. /vendor-dashboard/* )
Let me know if that can help,
Kind regards,
Stefan
Hi Stefan,
We have no caching on the site as it caused too many problems. I also notice than when an agent is shopping as a customer it has started being so you have to press the add to cart button twice for it to add to the cart.
Darren
I am not sure what the issues could be caused by then, but I'd be happy to check directly if you'd like. I would need a backend login to the site or a staging clone site, so I can troubleshoot.
Also while verifying you purchase code we have noticed that your support period for the purchase code "130c29b3-54d6-45c3-8d5a-516385752f6e" has expired on May 11. We would need you to please renew your support period.
You can purchase support directly from us via this link: https://buy.paddle.com/product/814644 - this is $99 for 1 year of support, renewable. After purchasing, you can open tickets with us in the 'Support Plans' category.
Thanks Stefan , purchased support plan and submitted another ticket
Thank you
Darren