Sales Commission Program for Perfex CRM

Description

Note This is a module for Perfex CRM Not a standalone script Brief description Commission Program is most commonly known as the variable component of a total sales compensation package The total commission earned is dependent on each salesperson s individual goals and their performance Your commission structure ties a sales rep s performance to the amount of money he or she will take home each paycheck It s no secret that accountability produces results and a well-structured commission plan is an excellent way to incentivize top performance Because there s no one size fits all sales compensation plans come in many shapes and sizes including salary hourly commission commission-only tiered commission residual commission and variable-rate commission Of these the easiest and most commonly used approach is to pay a certain percentage based on the revenue generated from a single sale Very simply a sales rep who closes a deal for 500 with a commission rate of 5 earns 25 per sale Please check out the uploaded screenshots which demonstrates all visible parts of the module Create Sales Commission Structures support set up by customer groups or customers Structure 1 Total Invoice Percentage or Fixed Amount Structure 2 Ladder Invoice Percentage or Fixed Amount Structure 3 The value of the Product Percentage or Fixed Amount Structure 4 According to the first order Structure 5 According to the quantity of each item in the order Structure 6 Ladder Product Percentage or Fixed Amount Structure 7 Calculate the commission on the profit of the sale based on the selling price and cost To use this feature you need to integrate with the Inventory module to manage the purchase price and selling price of the product Ccommission hierarchy and commission settings for the staff assigned to the client group Ccommission hierarchy and commission settings for the staff assigned to the client group Allocate commission program to Staffs Allocate commission program to Clients Partners Commission will be automatically calculated with payment in case any invoices have not been calculated you can use recalculate Commission payment receipt receipts can be converted to expense View reports and commission statistics Dashboard widget for each employee when logged in SEE MORE VIDEOS Demo Perfex CRM Commission Program Demo Set-up Included documentation will help you upload and activate the module inside Perfex CRM if you are not aware on how to do it Support Our support team is always around to help Feel free to raise a support ticket Guys from support department will get back to you as soon as possible with a reply guiding you through any issues Changelog Version 1 0 0 2020-07-06 Initial version Version 1 0 1 2020-07-08 Add commission program set by customer group or customer Version 1 0 2 2020-07-26 Fix minor bug Allocate commission by product group Add a commission rule for the first order Add a commission rule according to the number of items in the invoice Add commission program for Customers Partners Version 1 0 3 2020-08-20 Correct commission structure would be 10 of the SUBTOTAL not including the tax Add a commission hierarchy Add the staff assigned to take charge of the customer group calculate the commission for this customer group Add commission payment receipt receipts can be converted to expense Update statistics and add filters Version 1 0 6 2020-12-29 Add commission structure according to fixed amount Update the hierarchy of commission calculation structure Add a commission structure by profit based on selling price and cost To use this structure it is necessary to integrate with the Inventory module Add the commission calculation structure by the ladder of the product Additional languages bulgarian catalan chinese czech dutch french german greek indonesia italian japanese persian polish portuguese romanian russian slovak spanish swedish turkish ukrainian Version 1 0 7 2021-03-27 Fix minor bugs Add commission feature for the first invoice of a recurring invoice Add reset data feature