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using_the_application

Using the Application

Typically, the application starts at the Home page. From there, the user can choose one of the major menus to add, edit, or view information.

 

General Processing Steps

Easy-Commission user can follow the below steps in order to complete basic setup to be done for calculation, view the calculated commissions as statements and to close the paid transactions based on period and year:

  • Setting up Commission Schedule.
  • Managing Repdetails.
  • Maintaining the master data [Customer, Product, Lead, Opportunity, Contact, Vendor, Group].
  • Setting up Commission Plan.
  • Entering Transactions.
  • Calculating the Commissions.
  • Viewing Commission Statements.
  • Viewing Dashboard.
  • Close current period transactions [Close Period].
  • Perform year-end process [Year End].

  • Click to go top

    using_the_application.txt · Last modified: 2020/07/16 22:55 (external edit)