Category - Sales, Commissions & Service Teams

On each order recalculation (only when Use Discount Levels is on) the commission is built in three steps: The order totals its List and Net prices and derives the Net:List ratio. For each assigned scheme a rate is resolved — by matrix (looked up on the Net:List ratio) or by the scheme’s flat rate. Each […]

The Net:List ratio expresses how far an order’s actual selling price sits below the undiscounted catalog (“list”) price. It is a factor between 0 and 1: List price — the sum of every line’s undiscounted price, plus list shipping and installation. This is the “before discount” total. It is computed on the fly and is […]

A commission scheme is a named rule for turning an order into a commission rate. Every scheme is one of two mutually-exclusive kinds: Kind How the rate is determined By rate A single flat rate entered on the scheme (e.g. 0.05 = 5%). It is applied directly, as a fraction — not a percentage to […]

Setup is done on two screens, both in the Sales Management menu: Sales Commissions (the schemes) and Sales Partner Management → Details (the reps; see Sales people setup). 1 · Commission scheme setup On Sales Management → Sales Commissions (screen title Commissions; fields Id, Description, By Rate / By Matrix, Notes) create the named schemes. […]

OpenJanela can calculate a sales commission on every order. The commission is driven by the price the customer actually pays and by how deeply that price was discounted from list. This chapter explains the pieces — the sales rep, the commission scheme, the optional rate matrix, and the Net:List ratio — and how they combine […]

A sales rep (salesperson) is an existing OpenJanela user who has been given a sales-rep record. Reps are set up in Sales Management → Sales Partner Management: pick a rep in the list on the left, then the Details button. The rep is what a customer’s Sales Rep field points to, what every new quote/order […]

A sales team groups sales reps of one branch under a team leader. Teams are set up in Sales Management → Sales Team Management. Teams decide which reps are offered on a customer (by the customer’s address) and what a team leader is allowed to see. What, where, who, when, why What A named team […]

Each salesperson can be given a sales target for every month of the year. Open Sales Management → Sales Partner Management, select the rep in the list and click Details, then click the + button beside the Target field (you do not need to click Edit first). See also Sales people setup. A window lists […]