Commission management

In the commission management, the commission rates of the individual representatives for calculating sales commissions are stored to use them on individual print reports.

Different commission rates can be created for different commission groups (grouping of items).

 

The commission management starts with a list view in which all created commissions can be seen.

 

Commission management list view
Commission management list view

 

The following functions are available from the toolbar:

 

Shows all created commissions according to the filter settings
Limits the display to the commissions marked in the list
Creation of one or more new commissions
Delete the commissions marked in the list
Closes the commission management

 

When creating a new commission, the following details must be recorded:

 

Representative Protected input field + button Opens a separate window for drag-and-drop selection of the representative(s) to whom the commission applies.
The representative receives a commission for sales with his customers.
The customer – representative connection is stored in the contact record in the Financial data and classification
Commission group Protected input field + button Opens a separate window for drag-and-drop selection of the commission group(s) to which the commission applies.
This allows the commission calculation to be limited to individual items that have been sorted into the commission group.
A commission group is assigned in the item data under Article parameter
List price variance % Simple input field The list price variance can be used to determine up to which maximum deviation of the customer price from the regular list price the representative will receive a commission.
Commission rate % Simple input field Enter the percentage with which the representative will share in the sales.
Valid from Date field If a commission rate is limited in time, the start date can be entered here.
Valid to Date field If a commission rate is limited in time, the end date can be entered here.

 

Creation of commissions
Creation of commissions

 

Selection of representatives to whom the commission applies
Selection of representatives to whom the commission applies

 

Selection of the commission group for which the commission applies
Selection of the commission group for which the commission applies

 

After entry, a commission data record is created for each representative-commission group combination.

 

A single commission can be opened by double-clicking and changed using the form that appears.

 

Modification of a commission
Modification of a commission

 

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