Easy-Commission

Group

Groups are a way to classify transactions for reporting or calculations. These can be any user-defined group. An example of a group is a sales team based on special characteristics or external parties like vendors, channel partners, etc, or set of new customers or set of old customers.  You need not use groups, if your commission plan does not use groups to determine who made the sale or if payouts do not depend upon the group data.

The Group page contains information about the group details. After entering the Group's master details, you can set group based commission plan and enter the transaction details. The Group menu lets you quickly create, and view the Groups information. You can sort and filter Groups information using standard and custom list views provided below the Title in a page. In addition, this page lets you copy, and delete, edit the Groups information. In the Next Step section of the Group page, you can add group based commission plan or transaction. This page also lets you to go to the previous page and Home page. In the Related Information section, you can view the information related to the Group page.

You can click Master Data ? Group menu item to display the "Group" page. This page will list all the Group ID, Group Name, Links to Edit, Copy, Delete option.

Group Fields

Here is a description of the Group standard fields. Some of these fields may not be editable depending on your page layout.

Adding New Group

The user can create new group details such as Group ID, Group Name, Group Description, and Group type. For example, to add new group "Repair and Maintenance" details, follow the steps given below:

1. Click Master Data menu ? Group submenu item. The "Group" list page opens.

2. Click on Add New button to create a new group. The "Group - Add" detail page opens.

3. Type the name of the new group in the Group Name text box. For example, type the group name as "Sample Old Customers".
4. Type the short description about the group in the Group Description text area.
5. Type the family name to which the group belongs in the Group Type text box. For example, type the group type as "OC_type".
6. Click Save to save the added group details or clicks Save & Next to save and create new group details.

Note:

• To update a group details, click Edit  icon, and then change the fields you want to update.
• To copy the group details from an existing data to create a new group, click Copy  icon provided on the list page of Group.
• To delete a particular group details, click Delete  icon provided on the Group list page.
• To view the particular group details, click on the required Group ID link. You can also copy, delete and edit the readable mode by clicking the respective buttons provided on the top right of the "Group- view" page.
• To sort the column alphabetically/ascending order, click on the required column header and click the column heading a second time, to reverse the sort order.
• To set commission plan based on the Group, click Set group based commission plan link provided in the Next Step section.
• To enter transaction manually, click Enter transactions link provided in the Next Step section.
• To view the information related to the Group page, click on the required link provided in the Related Information section.

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