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Calculate Incentive For Sales Team

When you save a sales transaction that has a Sales Team table, iVendNext fills Incentives in each row. It multiplies Contribution to Net Total by the Commission Rate. The rate comes from the Sales Person. To set it, open the Sales Person and enter the Commission Rate. See Sales Person.

For a tiered rule, such as a higher percentage above a set total, a developer adds a script. The script works in any sales transaction that has a Sales Team table. Leave the Commission Rate empty on the Sales Person, so the figure the script puts in Incentives stays.

Calculate Incentive For Sales Team

A developer adds the script in Desk's Client Script. Search Desk for Client Script, make a new one, and choose the sales transaction, such as Sales Order or Sales Invoice, as its DocType. The developer then writes the script. The script goes through each person in the Sales Team table and works out that person's incentive from the grand total of the transaction and puts it in the Incentives field of the row. For example, a developer can use 2 percent of the grand total, and 4 percent when the grand total is above 400. See Client Scripts for how a Client Script is made and saved.

Last updated 2 days ago
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