The commissions system of Sellead came with the idea of organizing and facilitating your commissions calculation.
The software separe the commissions in a easy and intuitive way, making your work fast and with less probability of mistakes.
Read here a general vision of how it works.
1 - How to set up the commissions rules
The Sellead allows you to create personalized commission rules. To do this, click on Settings > Financial > Manage Commissions > New Rule.
This way, is possible:
1 - Define what kind of business is our agency: Affiliated societies headquarter dependents or Affiliated societies headquarter independents.
2 - Edit on your way the commission rule:
To understand the characteristics and the meanings click here and follow the instructions step by step!
2 - How to add a commission rule to a school
After creating all your commission rules, our system allows you to add this rules to a school and its courses. Then, when you make a quote everything will be already calculated!
To have acess to the menu with the schools list, click on Price lists > School and Coursers > Define Commissions
The software allows you to create specific commission rules to a school, defining the percentage of commission to which office and school!
To learn how to do those things, click here to see the step by step.
3 - How to add a commission rule to a partner
The software also has a tool to add a commission rule to a partner, making your work easier.
In the same way of schools, when you add some partner product to a quote everything will be automatically calculated.
To access the partners list click on Partners > Partners list > Define Commissions.
In the same way of school, you will be able to add and personalize which commission rule to a especific partner! The windows will be the same showed up.
To understand the principal characteristics and possibilites of this option click here!
4 - How to visualize your commissions
In our software there is more than one way to consult the commissions of sales. Then you will be able to see informations details in many different points of view.
The Sellead has:
1 - Visualization to consultants in quotes:
2 - Visualization of commission values
- Total Commissions: Here you will see a list of all your commissions.
- Distributed Commissions: This section has two different lists: Office Commissions and User Commissions.
To see the step by step of this tools click here!
5 - How the commissioned sales will appear in your financial
Now you will be able to consult the Receivable or the bills of commissioned sales in your Financial!
When you define a quote as sold the system makes the calculation discounting the defined values of the commission rules and generating automatically the receivable and bills.
There are two options:
1 - Bills
The bills of commissioned sales will appear with the description "Commission from Quote #xxx for (Name of School or Partner)
2 - Receivables
The receivables of commissioned sales will appear with the description "Commission from Quote #xxx for (Name of School or Partner)
To see in details how the commissioned sales will appear in your Financial click here!
Thats It! Now you know how the commission system on Sellead works and its benefits!
Lots of Success :)