Jewel - Salesperson

Salesperson module is useful to record information about the financial aspect of a salesperson’s performance especially with respect to the commission payable, collectibles, cash collected, customers serviced etc.

This can be used to record and compute incentives & remuneration due to salespeople.

Module Highlights

• Has a provision to record details of sales orders, invoices & linked commissions against those invoices
• Facility to record credit sales and calculate commissions
• Reports like salesperson register; commission payable, collectibles, and cash collected statements can be obtained for a user-defined range of values. These are useful for performance analysis as well as to give an accurate picture of earnings to salespeople

Setup

• Salesperson
  This is used to maintain a database of salespeople in the organization. Their contact details and more importantly their commission structure and slabs are entered here in order to automate the process of calculating their commission structure.
• Customer Category
  This is used to set up and define the customer categories. Their links to the accounts in the GL modules is also defined here. For example: wholesalers can be a customer category and all wholesalers can be listed under this one.
• Customer
  Customer details are entered here alongwith their address, terms, discounts applicable for each, messages tom be printed on the documents to be given to them. These details once entered facilitate the transactions with these customers.

Transactions

• Sales Order
  The purchase orders received from the customer after they have approved the quotation are converted into sales orders for the organization. The details of these sales orders are entered into these tabs provided Details covered are style, item ID and salesperson ID.
• Invoice Commission
  This is used to calculate the commission of the salesperson based on the invoice values that have been raised. Once the invoice values have been determined and the details of the commission percentages due to the salesperson have been entered in the set up feature the commissions due to the salespersons will be calculated automatically.
• Credit Commission
  This calculates the commission due on credit sales made. The screens and methodology for the above are the same as the ones available for the “Invoice Commission section”.
• Calculate Commission
  This calculates and posts the commissions payable for a given accounting period.

Reports

• Salesperson Register
  This gives a list of the sales people with the sales made by them & also the corresponding quantities and invoice values raised.
• Commission Report
  This gives the summary and details of commission payable over a period of time .The report would give customer wise details alongwith the total amounts and commissions payable.
• Aging Report
  This report gives the aging analysis, like the number of days it takes to collect payments from clients .It will give a break up of amounts to be collected that have elapsed between 30 days, 30-60 days, 60- 90 days and above.
• Cash Receipt Report
  This gives the amounts received over a period of time for a period of time and also for a set of customers. Amounts received and collectible are also viewed with respect to customer.
• Customer Statement
  This will give a history of transactions that have taken place with a client .It will give a list of debits and credits that are against each client and the salesperson related to each one.