Commission for Outside Salesman
Table of Contents
Create a User Master for the Sales rep
Assign the specific customer to the above user as a Sales Rep
Settings for Commission cost and Commission calculation
Commission % in Product Master
Review the Commission Details Report
Create a User Master for the Salesman
Menu Path: Go to Operations > Masters > Users
Create a user for the sales Rep
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 the Commission % is set in Product Master is added to the Sales Transaction, the commission is given to the sales rep and displayed in the Commission Details report
Review the Commission Details Report
Menu Path: Finance > Reports > Commission Details
The Commission details are displayed as per the Sales Invoice created for the specific Customer for a specific Product for a Sales Rep.