Managing Sales Commissions
The “Sales Target & Commissions” app allows you to view all the commissions associated with your sales employees. After creating a sales invoice, the system automatically calculates the employee’s commission based on the commission rules you have set.
For more details about commission rules, please refer to the “Adding a Commission Rule“ guide.
- Note: Before starting, make sure to enable the “Sales Target & Commissions” app in your account.
View Sales Commission for an Employee:
- From the main menu, click on “Sales Target & Commissions”.
- Click on “Sales Commissions”.
- Click on the sales commission you want to view the details for.
- The system will display all the details of the sales commission for the employee.
Export Sales Commissions
- From the main menu, click on “Sales Target & Commissions”.
- Click on “Sales Commissions”.
- Select the sales commissions you want to export by clicking on the checkboxes next to each sales commission.
- Note: You can select all sales commissions at once by clicking on the checkbox located at the top-right of the screen next to the “Actions” button.
- Click on the “Actions” button located at the top-left of the screen.
- Click on the “Export” button from the dropdown menu.
- The system will open a new page displaying all the exportable options.
- Note: Since all options are selected by default, you can unselect all of them by clicking on the “Unselect All” button.
- Select the desired options to export by clicking on their respective checkboxes.
- Click on the “Export” button.
- The system will download a CSV file containing all the selected data for export.