Table of Contents
Create a User Master for the Sales Representative
Assign the above User as Sales Representative to the specific Customer
Settings for Commission cost and Commission calculation
Commission % in Product Master
Commissions by Sales Rep Report
Sales Commission Analysis
Create a User Master for the Sales Representative
Menu Path: Operations > Masters > Users
Assign the specific customer to the above user as Sales Rep
Menu Path: CRM > Masters > Customers > Select the customer > General tab > Sales Representative > Assign the user previously created
Settings for Commission cost and Commission calculation
Menu Path: Admin > System settings > Business Rule settings > Sundry tab
Enter Cost for Commission Calculation and Calculate Commission On
Commission % in Product Master
Menu Path: Masters > Products > Select the Product > Product master > Sales tab
When Sales Transaction is created for this customer, the sales representative would be automatically linked to it.
Sales Rep can be changed while creating a Sales Transaction.
When the Product for which Commission % is set in Product Master is added in the Sales Transaction, the commission is added to the sales Representative and displayed in the Commissions by Sales Rep, Commissions Details, and Sales Commission Analysis Reports.
Commissions by Sales Rep Report
Menu Path: Go to Sales > Reports > Commission by Sale Rep
Commissions Details Report
Menu Path: Go to Finance > Reports > Commission Details
Sales Commission Analysis
Menu Path: Go to Finance> Reports> Sales Commission Analysis