Managing Commissions
Modifying Commissions
It is possible to display and modify the potential commissions that each line item of the job (materials and/or operation) may be assigned to the job’s sales representative. It requires that the job is completed or invoiced and the commissions have ...
Managing Price Ranges
By means of the Main Menu / option Warehouse / option Materials management / button search we locate the specific materials for which we would like to create a price range. We edit it by click the icon paper and pencil to the right of the materials. ...
Process. Commissions For All Sales Representatives Linked To Price Ranges For Listed Product/Operation Prices
This commissions payment method considers that commissions are established based on ranges regarding the sales price of materials sold by the sales representatives. Therefore, all the sales representatives obtain the same commission because the ...
Settling Payments
We issue the commission payment to the sales representative and also record that the payment has been issued. Issuing the Payment We click the Main menu / option sales representatives / option settlements management. The settlements management window ...
Generating Payments To Sales Representatives
Let's see how commissions are paid to a sales representative. The key here is to determine the jobs we would like to pay out. We click the Main menu / option sales representatives / option commission payment The commissions payment window opens ...
Defining Sales Representative Commissions Linked To Each Product/Operation
As we have just mentioned, we may assign a commission % to a sales representative for the fee charged to the client, for the materials used for a job or for the operations carried out to the client's equipment inventory. Defining fee-based ...
Assigning A Sales Representative To A Site Client As Their Account Manager
When registering a site client or editing a site client’s Client record, we can assign a site client’s responsible sales representative in the field assigned sales representative. This procedure is detailed in the User Manual ‘G3w and the Management ...
Process. Commissions For Each Sales Representative Linked To Each Product/Operation
For each sales representative, a commission % is defined for fees, products and operations of jobs that have been carried out for site clients to which that sales representative is linked. The process encompasses 4 stages: 1. assigning a sales ...
Managing Commissions
Commission management is a process consisting of 4 stages: • assigning a sales representative to a site client as their account manager • establishing commissions to a sales representative • generating payments to sales representatives • settling ...