From the main menu, click on “Sales Target & Commissions”.
Click on “Sales Periods”.
Click on the “New Sales Period” button.
Enter the sales period details as follows:
Date (From): Select the start date of the sales period from the calendar as desired.
Date (To): Select the end date of the sales period from the calendar as desired.
Rule Selection: When ticking this option, the sales period will be applied to a specific branch, department, designation, or specific commission rule, and you need to specify them as follows:
Branch: Select the branch to which the sales period will be applied from the dropdown menu.
Department: Select the department to which the sales period will be applied from the dropdown menu.
Designation: Select the designation to which the sales period will be applied from the dropdown menu.
Commission Rule: Select the commission rule to which the sales period will be applied from the dropdown menu.
Note: For more details on how to add a commission rule, you can refer to the“Adding Commission Rules”guide.
Employee Selection: When selecting this option, the system allows you to specify specific employees regardless of their department or job title.
Employees: Select one or more employees to whom the sales period will be applied from the dropdown menu.
Note: the employee needs to be a “User” for you to be able to select them from that menu, for more info, check the “Adding a User“ guide.
Click the “Save” button.
Notes:
You cannot add more than one sales period for the same employee with the same start or end date.
You cannot add the same employee in overlapping sales periods.
For example: Employee “S” in two sales periods, the first starting on 1/2/2021 and ending on 1/3/2021, and the second starting on 15/2/2021 and ending on 15/3/2021.
