Database Reference
Staff adds sales representatives and their customer assignments without replacing Magento customer or order records. Optional add-ons extend that relationship with history, visits and representative-created quotes.
Staff and customer ownership
| Relationship | Why it matters |
|---|---|
customer_salesstaff belongs to one customer_salesstaff_group |
Groups representatives for permissions, reporting or organizational structure. |
customer_salesstaff_customer links one customer_salesstaff with one customer_entity |
Defines which customers a representative may manage. |
Customer History and Customer Visit add-ons
| Relationship | Why it matters |
|---|---|
customer_salesstaff_customer_history belongs to one customer_entity and one customer_salesstaff |
Keeps representative notes and activity with the customer account they concern. |
customer_salesstaff_customer_history_file belongs to one customer_salesstaff_customer_history |
Stores attachments with the correct history entry. |
customer_salesstaff_visit belongs to one customer_salesstaff and one customer_entity |
Records the customer covered by a planned or completed visit. |
customer_salesstaff_visit can refer to one customer_address_entity |
Connects an on-site visit with the selected customer location. |
Staff Quote add-on
| Relationship | Why it matters |
|---|---|
customer_salesstaff_quote belongs to one customer_salesstaff |
Records the representative responsible for the quote. |
customer_salesstaff_quote can belong to one customer_entity |
Associates the quote with the selected customer. |
customer_salesstaff_quote belongs to one store |
Preserves the Store View and commercial context used for the quote. |
customer_salesstaff_quote can create one sales_order |
Links an accepted representative quote to its Magento order. |
customer_salesstaff_quote_item belongs to one customer_salesstaff_quote and one catalog_product_entity |
Stores the products and negotiated line details. |
Quote history and attachments belong to one customer_salesstaff_quote |
Preserve changes, communication and supporting files with the quote. |
Authentication tokens and internal processing fields are not included. Use the Staff account, Admin screens or module APIs for changes so customer access and attribution rules remain intact.