Sales agents, commissions and affiliates
Pay people for what they bring in without a spreadsheet at the end of the month.
Commission is simple to promise and tedious to calculate. IDup keeps the rule and applies it to the documents that already exist.
Sales agents
- Open CRM → Sales Agent and add the agents under Management.
- Define what they earn under Programs.
- Orders shows what has been attributed to them, and Dashboard the totals.
- Settings holds the defaults for the whole area.
Commissions
- Open Finance → Commissions and define the rule under Commission model.
- Set who it applies to under Assigned staff and Assigned clients.
- Statistics shows what has been earned. Commission receipt produces the document.
Affiliates
CRM → Affiliate is the partner side: affiliates and affiliate groups, referrals, commissions and payouts, with its own dashboard and settings. Use it for people who send you business without working for you.
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