Note:

Brief description; introduction

Commission plan

1. Create sales commission structures that can be set up by customer groups or customers:
   
   - Structure 1 - Total invoice (percentage or fixed amount)
   
   - Structure 2 - Stepped Invoice (Percentage or Fixed Amount)
   
   - Structure 3 - Value of the product (percentage or fixed amount)
   
   - Structure 4 - According to the first order
   
   - Structure 5 - Based on the quantity of each item in the order
   
   - Structure 6 - Step Product (Percentage or Fixed Amount)
   
   - Structure 7 - Calculates the commission on sales profit (based on sales price and cost). To use this feature, you need toMódulo de inventarioManage the purchase and sale prices of products.
   
   
2. Commission hierarchy and commission settings for employees assigned to customer groups:
   
   
3. Commission hierarchy and commission settings for employees assigned to customer groups:
   
   
4. Assign a commission plan to an employee:
   
   
   
   
5. To assign commission plans to clients/partners:
   
   
6. The commission will be calculated automatically along with the payment, if no invoice is calculated, you can recalculate it using:
   
   
7. Commission payment receipts, which can be converted to expenses:
   
   
   
   
8. View reports and commission statistics:
   
   
   
   
   
   
9. Dashboard widget for each employee at login:
   
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Demo

Perfex CRM Commission Plan Demo

user:

Set-up

If you don’t know how to do this, the included documentation will help you upload and activate the modules in Perfex CRM.

Support

Our support team is here to help you. Feel free to submit support votes.
The support staff will get back to you as soon as possible and guide you to resolve any issues.

Changelog

    Initial version

    Add commission program set by customer group or customer

    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

    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

    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.

    Fix minor bugs.
    Add commission feature for the first invoice of a recurring invoice.
    Add reset data feature.

Sales Commission Program for Perfex CRM [Free Download]
Sales Commission Program for Perfex CRM [Nulled]
PHP Scripts » Add-ons