Sales Rep / Affiliate Management
Connected Business Includes Powerful Tools That Allow You To Manage Your Commissioned Sales People, Outside Sales Rep Groups, And Web Affiliate Programs.
Flexible Commission Calculation Routines for Complete Control As Well As Commission Payment Processing. Works On The POS And Ecommerce As Well.
Connected Core ERP: CRM
More Effectively Manage Your Sales Rep Groups
Stay On Top Of Your Internal / External Sales Team And Web Affiliates. Easily Create A Sales Rep Group And The Sales People That Are Part Of That Group. Groups / Sales People Can Be Added To Opportunities And Orders For Commission Tracking.
- Assign Sales Groups By Customer Ship-To Locations
- Add Sales People To Groups As CRM Contacts
- Ability To Link Sales Rep Groups To Sales Opportunities
- Unique Link for Rep Web Orders (i.e. REPID="REP-1055")
Flexible Sales Commission Calculation Rules
Connected Business Gives You Complete Control Over How Commissions Are Calculated As Well As The Option To Manually Change The Commission At The Time Of Order. Split Commissions Between Sales Rep Groups / People As Needed.
- Commission By Sales Or Profit
- Commission By Paid Or Unpaid
- Setup Items As Commissionable Or Non-Commissionable
- Commission % By Group, Customer, Item, Category, Or Manual
Detailed Commission Reporting And Payment Tools
Connected Business Includes A Powerful Commission Wizard That Batches Each Commission Payment Run And Provides Detailed Reports On How The Commissions Were Calculated. At The End Of The Wizard, You Have The Option To Automatically Create The Accounts Payable Transactions For Payment.
- Produce Concise Commission Reports Per Sales Rep Group
- Automatically Deducted Credits From Payable Commissions
- Automatically Post Commission Payments To Your Financials
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