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The Sales Commission main screen then appears:
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Add Sales Report
On accessing the plugin main screen, you can now add a sales report where you can record sales information. For this, follow the steps below:
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As a result, the system automatically fetches sales representatives falling within in the specified period of timecrew members with ONB activity during the voyage dates:
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In the sales report, red-highlighted records define sales repesentatives who did complete the whole voyage: either signed on later than the voyage started or signed off before the voyage is completed. |
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Before transferring the sales report to payroll, sales representatives (sales associates and sales managers ) must confirm their sales commissions.
To send the completed sales report for confirmation to a single crew member, proceed with the following steps:
Select a crew member whom you want to send a report for signature to.
On the toolbar, select Confirm Sales > Confirm item. On selecting, the Log dialog appears:
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Before proceeding to the sales reports confirmation, make sure the connection to the Electronic Signing WebService is successful. For more information, see Set Connection to E-Sign WebService. |
When successfully processed, the confirmation status is set to Pending:
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To send all the reports for confirmation, follow the steps below:
Select the vessel which the reports belong to.
On the toolbar, select Confirm Sales > Request to Confirm. On selecting, the Log dialog appears:
When successfully processed, the confirmation status is set to Pending for all the affected records:
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The crew member confirms their sales commission in the APP eSigning module. After all the crew commissions are signed, the user can process the sales report. if a crew commission is rejected, the user modifies the number and sends the crew member a new crew commission report.
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Returning items is only applicable in case the sales report falls within the returning days. For more information, seeSet Return Period. |
In case a returned item has been added to the report by mistake, you can easily remove it. To do this, simply select the returned record and click Delete Returned on the toolbar.
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As a result, a new record is added to the grid:
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Take a minute and watch the video that covers the procedure:
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In the example, there are three commission levels. Each level is multiplied by the number of passengers.
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In the Sales Commission plugin, navigate to Settings > the Payroll tab.
At the bottom of the Payroll tab, click Field Assignments. This evolves the Field Assignments dialog:
In the Field Assignments dialog, proceed as described below:
Click the Add button at the bottom of the dialog. This enables the fields to be affected
From the respective drop-down lists, select a sales and payroll fields to be mapped
When done, click Close.
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To send reports for signatures, you need to establish connection with the Electronic Signing WebService.
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