Although agents are assigned to customers and appear as linked to customers in WooCommerce orders, in the SalesKing sales reports tab, orders are not attributed to sales representatives, and each representative’s sales total remains at 0, which is incorrect. However, in the salesperson’s panel, orders are correctly displayed under the “My Orders” tab.
I believe I can help clarify what's happening here. The Reports section specifically tracks orders that have commissions assigned to them, rather than just assigned orders. Could you please check if you have any commission rules set up for your sales representatives?
Let me explain the difference: When you assign an order to an agent, this simply determines who can manage that order, but it doesn't automatically mean it counts as that agent's sale. For instance, if Agent A places an order but later goes on vacation, you might reassign that order to Agent B for management purposes - however, the commission (and thus the sale in Reports) would still belong to Agent A.
If you haven't set up any commission rules yet, this would explain why you're seeing zero totals in the Reports section, even though orders are correctly showing up under "My Orders" for each agent.
I haven’t configured any commission roles because we want to use the plugin for purposes other than commission calculation. I only need to be able to check agent sales statistics, based on which I can settle them according to their assigned sales plans. Is it possible to do something like that? A simple statistic that just shows each agent’s sales.
Although agents are assigned to customers and appear as linked to customers in WooCommerce orders, in the SalesKing sales reports tab, orders are not attributed to sales representatives, and each representative’s sales total remains at 0, which is incorrect. However, in the salesperson’s panel, orders are correctly displayed under the “My Orders” tab.
Hi Bartosz,
Thank you for purchasing SalesKing!
I believe I can help clarify what's happening here. The Reports section specifically tracks orders that have commissions assigned to them, rather than just assigned orders. Could you please check if you have any commission rules set up for your sales representatives?
Let me explain the difference: When you assign an order to an agent, this simply determines who can manage that order, but it doesn't automatically mean it counts as that agent's sale. For instance, if Agent A places an order but later goes on vacation, you might reassign that order to Agent B for management purposes - however, the commission (and thus the sale in Reports) would still belong to Agent A.
If you haven't set up any commission rules yet, this would explain why you're seeing zero totals in the Reports section, even though orders are correctly showing up under "My Orders" for each agent.
Kind regards,
Stefan
I haven’t configured any commission roles because we want to use the plugin for purposes other than commission calculation. I only need to be able to check agent sales statistics, based on which I can settle them according to their assigned sales plans. Is it possible to do something like that? A simple statistic that just shows each agent’s sales.
Hi Bartosz,
Thanks for the clarifications,
You can add the following code snippet to your theme's functions.php or to a snippets plugin:
add_filter('salesking_include_agent_managing_order_reports','__return_true');I believe this should help solve it and display statistics for agents regardless of commission setup.
Let me know if you see further issues,
Kind regards,
Stefan