Creating Sales Persons

Billing allows maintaining records of your sales persons commissions. Sales person commission is calculated on the invoice base.

To create a sales person:

Note: To be able to create sales persons and sales branches, the privilege CONFIG_SALES_FIN_SETINGS is necessary. For more information go to see Creating Users and Assigning Them Roles (Privileges) and Privileges List.

1. Open System > Settings > Sales > Sales > Sales Persons. The list of currently available sales persons appears on the screen (empty by default).
2. Click Add New Sales Person. The adding new sales person dialog window is displayed. Fill out the form:
   • Type unique sales person ID into the Sales Person ID field.
   • Type sales person name into the Sales Person Name field.

   • Click next to the SalesBranch field. From the window that opens, select a sales branch the new sales person will belong to.

     Note: sales branch can be assigned to sales person from a sales branch side (Sales Persons tab).

   • Type sales person commission for sales (in percentage) into the Sales Commission (%) field. Sales commission is a percent of setup fee specified in invoice.
   • Type sales person commission for recurring payments (in percentage) into the Recurring Commission (%) field. Recurring commission is a percent of recurring fee specified in invoice.
3. Click Save to finish creating new sales person.

Billing also allows maintaining default sales persons. If they are configured in the system; respective sales persons can be automatically assigned for:

• the orders placed by customers themselves from CCP or End-Customer Marketplace;
• for system orders;
• for new accounts.

To configure default sales persons:

Note: To be able to configure default sales persons and sales branches, the privilege CONFIG_SALES_FIN_SETINGS is necessary. For more information go to see Creating Users and Assigning Them Roles (Privileges) and Privileges List.

1. Open System > Settings > Sales > Sales > Sales Persons. The list of currently available sales persons appears on the screen (empty by default).
2. Click Set Default Sales Person. In the respective dialog window select default sales person for the following cases:
   • For New Accounts – default sales person which will be automatically assigned for each newly created account.

   • For Orders Placed by Customers – default sales person which will be automatically assigned for orders placed by customers via CCP or in End-Customer Marketplace.

     Note: orders placed by resellers via RCP (or provider via PCP) will take the sales person from their account.

   • For Orders Placed by System – default sales person which will be automatically assigned for system-generated order (i.e. Billing, Auto Renew orders).
3. Click Save to finish configuring default sales person.