• Registered: 01/22/2009
  • Posts: 2

Topic: Sales Person commission per sales order/invoice

I've just started to look into a number of FOSS ERP solutions and stumbled on your fine software.

I just have one question for the moment and that's connected to the sales commission. The setup right now in FA is that sales commission is accounted for the sales person that is "responsible" for a customer branch. That is very well under some circumstances, e.x. if you have Account Managers, but for our part we have Sales Persons that primarily sells directly to the customer and the customer ("branch") could be doing business with a number of sales person from day to day. All these sales persons wages is partly based on sales figures and commission. The problem is that if you change the sales person responsible for a branch, the sales history changes to, pointing all the previous sales (and commission) to the new sales person (and the sales persons would appreciate that I'm afraid). This should be fairly easy to implement. Perhaps by segregating between sales persons types, where the new type just connects with the individual quotes/sales orders/invoices. Sort of an hierarchy among the sales persons, where the the highest type "owns" the customer and are in charge negotiating the customers (organisations) priceists etc. and the lowest just closes individual deals with individual transactions.

I don't mean that FA should try to develop a CRM module (some CRM software handel things the way I described above), but it would be easier to exchange data between FA and CRM packages if FA would handle it the same way, I think.

Kind regards
/djkmmo

  • joe
  • Administrator
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  • Registered: 03/15/2007
  • Posts: 5,107

Re: Sales Person commission per sales order/invoice

Would it help if the sales person was selectable from a list on the document (delivere/invoice)?

/Joe

  • Registered: 01/22/2009
  • Posts: 2

Re: Sales Person commission per sales order/invoice

I'm not sure how you mean. To just change things so that the sales person is selected on the invoice/order, without changing the connection in the database wouldn't help much. The sole connection today is between sales person and customer branches and I don't mean that that should be replaced; rather complemented with a new field in the sales order table where you could specify the sales person for that specific transaction. That way you could have both an Account Manager responsible for the overall relations with the customer (negotiations of prices, service commitments etc) and other sales person that just deals with the individual transactions.

  • joe
  • Administrator
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  • Registered: 03/15/2007
  • Posts: 5,107

Re: Sales Person commission per sales order/invoice

Well, we will have an internal discussion about that. I can see the idea.

/Joe