Customers

Several commission-related values are defined on the Customer Card. On the Invoicing FastTab, Customer Commission Groups are assigned to customers.

To add a customer commission group to a customer

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Customers, and then choose the related link.
  2. Open the Customer Card from the list.
  3. On the Invoicing FastTab, enter the commission group for this customer in the Customer Commission Group field.
Note

Opening the list of commission recipients and commission rates depends on the settings in the Commission Setup and whether the purchased license is a premium license that includes the Service section.

Option 1: without Service

To add commission recipients

  1. On the Related menu, choose Sales > Commission Recipients to open the Customer Comm. Recipient Catalog page.
  2. In the Commission Recipient No. field, enter the relevant recipient number. The Commission Recipient Name field is updated with the corresponding name.
  3. Select the Primary Recipient check box if there will be multiple commission recipients for this customer but this recipient is the main one.
  4. In the Share % field, enter a percentage of commission for the commission recipient.

For more information, see Customer / Commission Recipient Catalog.

To add commission rates

  1. On the Related menu, choose Sales > Commission Rates to open the Commission Rates page.
  2. Proceed to fill or change fields as necessary.

Option 2: with Service

To add commission recipients

  1. On the Related menu, choose Service > Commission Recipients to open the Customer Comm. Recipient Catalog page.
  2. In the Commission Recipient No. field, enter the relevant recipient number. The Commission Recipient Name field is updated with the corresponding name.
  3. The Sales Recipient field is automatically activated.
  4. If necessary, activate the Service Recipient field.
  5. Select the Primary Recipient check box if there will be multiple commission recipients for this customer but this recipient is the main one.
  6. In the Share % field, enter a percentage of commission for the commission recipient.

For more information, see Customer / Commission Recipient Catalog.

To add commission rates

  1. On the Related menu, choose Sales > Commission Rates to open the Commission Rates page.
  2. Proceed to fill or change fields as necessary.

For more information, see Commission Rates.


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