Note: Before you start, make sure to enable the “Sales Target & Commissions“ app on your Daftra account.
From the main menu, click on “Sales Target & Commissions”.
Click on “Commission Rules”.
Click on the “New Commission Rule” button.
Enter the commission rule details as follows:
Commission Name: Enter a name to identify the commission rule as required.
Status: Select the commission rule status from the dropdown menu (Active, Inactive).
Period: Select the commission period from the dropdown menu as required (Monthly, Quarterly, Annually).
Commission Calculation: Select the type of invoices on which the commission will be calculated from the dropdown menu (Partially Paid Invoices, Fully Paid Invoices).
Employee(s): Select the employees to whom this commission rule will be applied to their sales from the dropdown menu.
Note: The employee needs to be a “User” in order for you to be able to select them in this menu.
For more details on adding an user, you can refer to the “Adding a New User“ guide.
Currency: Select the currency used in the commission rules from the dropdown menu as required.
Item: Select the items to which the created commission rule will apply from the dropdown menu.
Commission Percent: Enter the commission percentage that the employee will receive for their sales.
Target Type: Click on the required sales target according to your business rules and select either “Target Revenue” or “Target Volume”.
Target Revenue: If you select the target revenue, enter the amount of sales that the employee is required to achieve in order to receive the commission specified in this commission rule.
Target Volume: If you select the target volume, enter the quantity of products/services that the employee is required to sell in order to receive the commission specified in this commission rule.
Notes: Enter any relevant notes regarding this commission rule, if required.
Click on the “Save” button.
Note: You cannot assign more than one commission rule to the same employee.
