This app shows a new menu Commissions, with sub
menus
agents, settlements, configuration > commission
types.
User can create new agents, commissions types
and record
settlements on suggested periods.
With this module, it is possible to:
- Create and Edit Commission types
-
- Can choose percentage type for the
commission:
-
- Fixed
percentage: all
commissions are computed
with a fixed
percentage. You can fill the
percentage in the field
“Fixed percentage”.
- By sections:
percentage varies depending
amount intervals. You can
fill intervals and
percentages in the section
“Rate definition”.
Easy To Configure
This module very easy to
configure.
Easy To Manage
Settlements
This module helps to manage
commission types, settlements
etc.
For adding commissions you
need to:
- Go to Commissions
> Configuration >
Commission types.
- Edit or create a new
record.
- Select a name for
distinguishing that
type.
- Select the percentage
type of the commission:
For adding new agents:
Go to
Commissions >
Agents. You can
also access from
Contacts >
Contacts or
Sales > Orders
> Customers.
Edit or
create a new record.
On
“Sales & Purchases”
page, mark “Agent”
check. It should be
checked if
you have accessed from
first menu option.
There’s
a new page called “Agent
information”. In it, you
can set following
data:
- The agent type,
being in this
base module
“External agent”
the only
existing
configuration.
It can be
extended with
hr_commission
module
for setting an
“Employee” agent
type.
- The associated
commission type.
- The settlement
period, where
you can select
“Bi-weekly”,
“Monthly”,
“Quaterly”,
“Semi-annual” or
“Annual”.
You will also be able
to see the
settlements that
have been made to
this
agent from this
page.
For settling the commissions
to agents:
- Go to Commissions
> Settlements >
Settle Commissions.
- On the window that
appears, you should
select the date up to
which you
want to create
commissions. It should
be at least one day
after the last
period date. For
example, if you
settlements are monthly,
you have to put
at least the first day
of the following month.
- You can settle only
certain agents if you
select them on the
“Agents”
section. Leave it empty
for settling all.
- Click on “Make
settlements” button.
- If there are new
settlements, they will
be shown after this.
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