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How to always display an order's assigned sales representative ID/name within the Order Confirmation Notification Email
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Author Rowan Drew
31st August 2023
A question was asked, when an order is submitted by a user, when the Order Confirmation Notification Email is sent out is it possible to always include the ID or name of the sales representative assigned to the order within the email's message content or subject?
This allows anyone who receives the notification, including customers, sales reps, or admins, to be aware of who is the sales representative supporting the order

TOTECS Software Development Manager
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Author Rowan Drew

TOTECS Software Development Manager
Yes, there is the possibility to always show details of the sales representative assigned to an order within the Order Confirmation Notification Email.

For every project on the TOTECS Ecommerce, there are a few settings to configure this in a couple of different ways.

Within the Administration Centre, under the Stores menu, within the within the Order settings interface, a setting labelled "Display Sales Rep Details Assigned To Order" controls if a sales rep details are allowed to be shown in the confirmation email. If the setting is set to Yes then the details of sales rep assigned to the order will display in the order confirmation email, else if the setting is set to No then if the user who submitted the order is assigned as a sales rep user, then the details of the sales rep assigned to the user will be displayed (the default behaviour). So that setting would need to be set to Yes to allow users to see sales representative details.

Next within the Order settings interface, the "Order Confirmation Email Message Format" and "Order Confirmation Email Subject" settings would need to be modified to embed either the $sales_rep_id$ $sales_rep_contact$ format hooks, that will be replaced with the ID or contact name of the sales representative if assigned to the order.

Once these settings have been saved, then when an Order Confirmation Notification Email is next sent out and the order contains an assigned sales representative, it will then display the details of rep.

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