• From: Oman, Muscat
  • Registered: 10/10/2020
  • Posts: 39

Topic: The sales personnel commission allocation process needs to be revised.

Referring to the Sales Persons, I notice that the system records the commission for the user who was originally assigned as the customer's salespersons when the customer file was first created.

It is known that the customer can return to the purchase for several times, therefore the commission must be calculated for the current registered user who created the sales document regardless of the user registered in the customer's profile, this will be fairer.

Is it possible to amend the system to record the commission to the seller who logged in during the creation of the document?

  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,160

Re: The sales personnel commission allocation process needs to be revised.

The logic is that whoever keys in the transaction may not always be the real salesman.
Also, FA recognises the sales person as the one listed in the #_cust_branch table.
This is more of an account manager to whom a subset of customers are assigned.
If you want to change the salesperson, then see that the change is made in the said table.

apmuthu's Website

  • From: Oman, Muscat
  • Registered: 10/10/2020
  • Posts: 39

Re: The sales personnel commission allocation process needs to be revised.

Dear apmuthu

Thanks for your response, I really appreciate your efforts on this accounting system.

The scenario you listed is correct but not in all businesses, in my business every salesman has his own commission despite the fact that they are working in the same showroom. This is important to push the seller to make more efforts to convince potential customers to buy, in order to secure his commission as a result of the deal.

I don't want to give the salesman access to make changes on #_cust_branch, otherwise, they can change the Sales Person every time they sell, which is not practical.

I really wish that you give an option to record the currently logged user as the salesperson for that invoice.

  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,160

Re: The sales personnel commission allocation process needs to be revised.

The way FA is currently setup is that the salesman is part of the cust_branch table and that dictates the inquiry and reports as well.

As FA v2.4.x has frozen the DB schema, we can make this new feature in FA 2.5 only or in the meanwhile, make an extension for it.

Alternatively, we can possibly keep the salesman in the cust_branch table as the default and keep a flag in the sys_prefs table for overriding it using the logged in user but what if the logged in user does not happen to be a salesman at all? Hence this filter too has to be applied before using the override - that the logged in user is a salesman indeed.

@joe: looks like in this way we can address this issue and modify the views/inquiries and reports to accommodate it as well.

apmuthu's Website

  • From: Oman, Muscat
  • Registered: 10/10/2020
  • Posts: 39

Re: The sales personnel commission allocation process needs to be revised.

Thank you for your interest and for taking my point of view regarding this topic.