Commission for Outside Salesman

Table of Contents

Create a User Master for the Salesman

Menu Path: Go to 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 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