STEP 1 - Access
Go to Finance > Gains.
STEP 2 - Filters
Use the filters to display only the Gains you’re interested in. You can filter by criteria like date, responsible user, or other key details.
STEP 3 - Viewing Gains
Each Gain entry provides the following details:
Responsible for the Sale: Who made the sale.
Student: The client linked to the gain.
Quote: The associated quote.
Sale Date: When the sale occurred.
Profit Amount: The margin of gain from the sale.
Breakdown of Items:
Clicking on a specific Gain will display all the individual items, showing exactly how much you're earning for each one.
STEP 4 - Actions with Gains
1. Add:
You can add a new Gain or Discount as needed.
Select whether it’s a Gain or Discount.
Define the type.
Add a description, currency, and value.
For Gains, you’ll also need to enter the commission percentage for the new item.
2. Edit:
Allows you to:
Modify the currency.
Adjust the total value of the Gain.
3. Delete:
Deletes the Gain completely.
STEP 5 - Actions with Individual Gain Items
For each item within the Gain, you can perform the following actions:
1. Edit:
Update the amount earned for the specific item.
2. Delete:
Remove the specific item from the Gain.
Important Note:
For Gains to appear automatically, you must include Commission Rules for the Schools and Partners that are part of the Sold Quote.
If you still have questions, please contact support or reach out via WhatsApp.