Assign Sales Rep Based on User Role

Hi Ben,

I believe we may be able to help set this up through a code snippet.

I understand that you want all customers who register as Role Type Retail OR as CBD Store to be automatically assigned to the agent joibentitou.

To be able to write the snippet, I need some information:

- Can you please send me a link to the registration form on your site? 

- And what is the user ID of the joibentitou user?

The user ID can be seen in the URL when you edit the user:

Kind regards,

Stefan

Thank you for the details,

Please note salesking_role_6548 does not look like a user ID. It should be a number such as 102 in the URL as in this screenshot:

You would see this when going to the site backend -> Users and clicking on the joibentitou user.

Please try to find that number and then add this code snippet to your site:

add_action('woocommerce_created_customer', 'save_custom_registration_fields');
add_action('user_register', 'save_custom_registration_fields');
function save_custom_registration_fields($user_id){
    $val = sanitize_text_field($_POST['radio_1700848552']);
    if (assign_agent($val)){
        update_user_meta($user_id, 'salesking_assigned_agent', 'salesking_role_6548');
    }
}
function assign_agent($val) {
    // Check if $val contains 'CBD' or 'Retail' regardless of case
    if (stripos($val, 'CBD') !== false || stripos($val, 'Retail') !== false) {
        return true;
    }
    return false;
}

Replace salesking_role_6548 in the code with the user ID number.

A PHP snippet can be added to functions.php, or by following our guide here: https://b2bkingplugin.com/docs/how-to-add-a-snippet-php-or-js/

Kind regards,

Stefan

A subagent can only have a single parent agent I'm afraid - this is just how the plugin works at a basic level, it defines relationships as parent - child, and a child can only have a single parent.

Can you let me know more about what you are trying to achieve?

Are you trying to set commissions in a certain way?

Thank you for the details,

I think the closest option available would be to set it up as follows:

- ISR is the parent agent to 3 field reps, which are subagents of the ISR.

You could then create a general rule for 25% commission + 1 rule for 5% commission on subagents' orders.

The result should be:

- If the order belongs to the ISR with no field rep, the ISR gets 25%

- If the order belongs to the field rep, the field rep gets 25%, ISR gets 5%

However I don't think there's a way to set the $50 on the customer's first order, for that a new condition would be needed in the plugin.

If you'd like, I can send details / screenshots with the rule configurations for the above.

Hi Ben,

For the user Alfredo to get a 3% on all orders placed, it is needed that all other agents (Joi, Traci, Roger, etc) are subaccounts of Alfredo.

Then yes, you can set 3 rules for:

SalesGroup 1 - 25% on all orders 

SalesGroup 2 - 15% on all orders 

+ a rule for 3% for subagent orders

Another option: It may be possible for us to write a code snippet to programmatically directly give the user Alfredo 3% from the value of all orders (regardless of who is a subaccount of who or who the customer is). I can check that and get back to you - let me know if it would help.

Kind regards,

Stefan

In that case where the user Alfredo has to be changed, I think you would have two options:

- Possibly the easiest: keep the same user but just change the username / email of the account. Then no other changes would be needed.

- If you need to set a new user, then yes you would change the user in the 3% rule, and then would need to move all other agents to be subagents of the new user. This can be done in SalesKing -> Settings -> Tools -> "Set users as subagents of an agent".