Help

Overview

• Introduction
• Features
• Benefits

Getting Started

• Using the application
• Entering Data
• Viewing Data
• Sorting Data
• Deleting Data
• Navigation
• Using the help window
• Exit System

Using Easy-Commission Application

• Commission Schedule

Rep

• Rep
• Changing Password

Master Data

• Customer
• Contact
• Product
• Lead
• Company
• Opportunity
• Group
• Vendor

Calculation Rules

• Commission Formula
• Commission Plan

Transactions

• Transaction
• Entering Transactions
• Importing Transaction

Calculation Process

• Calculate Commissions

Dashboard

• Viewing Dashboard

Commission Statements

• Commission Statement
• Exporting a Statement

Period Close

• Period Close

Year End

• Year End Process

Configuring Easy-Commission Application

• Queries
• Report Designer
• Page Designer
• Menu Designer
• Workflow Designer
• Lookup Relations
• Role Setup
• Organisation Structure

User Setup

• User Setup

Appendix

• Glossary
• Frequently Asked Questions