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How to create salesperson commission
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Portpro Demo
Michael Mecca
Updated: Apr 18, 2024
Description
Click through a step-by-step, interactive demo walkthrough of Portpro, powered by Supademo.
Steps
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How to create salesperson commission
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First, open up your customer profiles
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Select the customer you would like to assign a sales person to
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Click here to assign the sales person
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Select the sales person
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Next, click on "Save Changes".
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After that, click on "Accounts Payable".
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Next up, click on "Dynamic Expense".
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After that, click on "Add New Expense".
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Click on the element.
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Select the expense named commission
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Click on "percentage".
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Select what charges you want from the invoice you want to pay commission on
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Add what percentage of commission they will receive
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Now, click on "Add Rule".
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Following that, click on "CSR".
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Add a rule when the sales person is assigned to a customer/load, add this expense
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Click on "Add New Expense".
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Click on "Dispatcher".
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Open the load up to review
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Once that's done, click on the element.
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Review the automated rates for your customer
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Following that, click on "Expenses".
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See commissions automatically added to that load for your sales people