REC & REC+

The sales commission feature allows you to calculate commission on accepted claims made on orders by sales admin staff.  

NOTE: This works off orders taken in the ecommerce system and is not linked to the Prospect Manager CRM. 

SUBMITTING CLAIMS

CREATING THE CLAIM

Via Order Manager, sales staff select the order to make a commission claim on 

In the Commission Claim box in the right hand section of the order, click to create claim and enter any relevant comments, then submit the claim. The status will be set to Pending.

VIEWING YOUR CLAIMS

Via Order Manager go to Quick Search then Additional Search Filters and select your Commission User claimant name. This will show all orders for which you have a claim, click into an order to see the status in the Commission Claim box.

RECEIVING UPDATES ABOUT YOUR CLAIMS

The Sales Commission Manager is responsible for accepting claims and can update you via the Comments system or through email or discussing a claim directly.

MANAGING CLAIMS

CLAIM NOTIFICATION & HANDLING

When a claim is submitted, the Sales Commission Manager will receive an email notification entitled "New Commission Claim..."  and can go into Admin > Sales Commission Manager to: review, accept, reject or delete claims, as well as being able to add a new claim if needed. 

Illustration: Editing and changing the status of claims

INFORMING CLAIMANTS ABOUT THEIR CLAIM STATUS OR QUERIES

Note at the bottom of the claim is an audit / comments area showing when the claim was created and for you to leave any comments which you can also send to staff using @name such as saying you've approved or rejected a claim, or any clarifications you need and then you have an audit available in the comments on each claim.

CREATING A COMMISSION CLAIM SPREADSHEET FOR PAYROLL PROCESSING

Once the claims have been approved or rejected for a given period, the Sales Commission Manager can click "View Order Profitability Report" and generate a CSV download of all the claims which can be passed to payroll to apply the commission percentage and calculate what is due to be paid to each employee in the payroll run.

Note: Cancelled orders / lines will not be included in the report. 

SETTING UP THE SALES COMMISSION SYSTEM

1. Setting up the Sales Commission Manager(s)

To set up one or more sales commission managers to administer claims, go to their user record > Status & Levels tab  > tick Admin can manage commissions

Please note: for added security, only Superadmin can tick this field. Contact us to set this up for you.

2. Setting up Email Notifications when claims are submitted

This is to setup who will receive emails when a claim is submitted, which would normally be the same as the Sales Commission Managers.

Go into Email Notifications > General > Add a rule for the dropdown "Commission Claim" and who will receive it.  

NB If you do not set this up then the email notificiation will go to the general site admin email address.