Sales Management

FREE SIGNUP
Features Getting Started

Commission Handling

Managers can specify Commissions that sales reps receive on completed sales. The Commission module is configured in the Sales web app / Options menu / Commission tab.

Commissions can be calculated either on Won Deals or on Confirmed Quotes.

Commission on Won Deals: Commission on Confirmed Quotes: In all cases, a Maximum commission can be specified: if the amount calculated using the commission % is above this max amount, the commission is capped to equal the Max Commission value.

Commissions can apply to all or only some users, which must be explicitly selected in the Eligible Staff field.

The Commission Report displays the total commission gained by each user and by month. It is accessible from the left pane menu of the Sales web app when the "Compute Commission on" field is set. It only displays staff that have been selected in the Eligible Staff option. On the mobile, the Commission Report is accessible from the main screen of Sales for the current user and by month.

There is an option to hide the Commission on the Quote View screen.

Make your business mobile with Upvise

FREE SIGNUP



Get it on Google Play Download it on AppStore