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.

1. 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.

2. Ccommission hierarchy and commission settings for the staff assigned to the client group:
   
   
   
   
   
3. Ccommission hierarchy and commission settings for the staff assigned to the client group:
   
   
   
   
   
4. Allocate commission program to Staffs:
   
   
   
   

   
   
   

5. Allocate commission program to Clients/Partners:
   
   
   
   
6. Commission will be automatically calculated with payment, in case any invoices have not been calculated, you can use recalculate:
   
   
   
   
7. Commission payment receipt, receipts can be converted to expense:
   
   
   
   

   
   
   

8. View reports and commission statistics:
   
   
   
   

   
   
   

   
   
   

9. Dashboard widget for each employee when logged in:
   
   
   
   
10. 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.