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Alexi wrote:
Re: Resellers & Commission & Other Fun Stuff ;)
From: Shawn Hogan
Date: Thursday, January 7, 1999
Time: 11:03:59 am
>Yes good idea, and Shawn's implementation is good as well. Now, to make
>things a bit more
>interesting (or maybe complicated?):
>
>Is the login going to asterisk the password on the salesperson login?
What do you mean is it going to asterisk it?
>We are moving forward quite a bit with the reseller thingy, and it seems to
>be working well. Is it possible to put a field somewhere on the billing
>cycle screen that allows us to put in a discount rate for a reseller, and
>then have it either take that off the total billing cycle or multiply it by
>that factor (we could either do say .9 or .1, depending on how it is
>calculated). What we do is charge our resellers less, and allow them to
>markup whatever they want. It can be a field similar to the sales tax one,
>and right next to the bill now button :)
No... Resellers that are commission based would need to be setup as a
salesperson, since salespeople is how it tracks commissions. You can
specify the Salesperson's commission rate in the Edit Salespeople section.
>We decided yesterday to use the master/slave accounts for our resellers (I
>had previously used a customer acct types of reseller/secondary). If this
>is already implemented forgive me...I know that you can create a slave
>account billing cycle item and it automatically gets added to the master
>account. Is it possible to tag that billing cycle item with the slave's
>user name so that we know where it came from? We've got resellers with
>multiple slave accounts, and when they get an invoice, they do not know
>which items are for which accounts (and it's not always easy for us to tell).
If you click on the indiviaul billing cycle to see the detail about it,
you can see which slave account the billing cycle is linked to (among
other things).
>Now, in the commission reports, it calculates commissions on sales of a
>customer. Is there a way to only tag certain products as commissionable?
>Some resellers only get one time commissions based on setup fees, and the
>commission report is based on all products (or so it seems), and
>resellers/salespeople will be getting residuals for everything they sell
>(that is a billing cycle product).
That was something I was thinking about last night actually... Today I'm
trying to come up with a way to do it without making people go into every
customer's billing cycle and change it to Commissionable.
>For referral credit, is it possible to have different types of credit
>given? What I mean by this is that we've been thinking of giving cash
>payments for referrals. If we put in $10 in the amount field, it just
>credits their account, and we wanted to give them a separate CASH payment
>for referrals, not a credit. Also, it would work really nice if they would
>only be triggered when they pass a certain amount or time, say every month
>or quarter and only when the amount is greater than $50. Now, we're
>looking to see how our accounting software can handle this, but I thought
>I'd throw it out to you to see if it's a possibility for Optigold to be
>able to do.
That would be something handled by your accouting system (accounts
payable).
>Lastly, I did the mass replace for salespeople to switch accounts from
>Alexi (how I had them before you added the salesperson section in
>maintenance) to Alexi Touloumis (how I added it in the salesperson section
>in maintenance). Now, the reason I did the replace was because when
>running commission reports, it listed Alexi and Alexi Touloumis separately.
> So I figured that doing the replace would switch them to all be under
>Alexi Touloumis. Unfortunately, the reports are still showing that way
>(and this is happening for all our listed salespeople). How can I get
>'Alexi' removed from showing on the reports?
You can't... Unless you want to go into each invoice that was created
with Alexi. It stores the salesperson on a per invoice basis... So if
you created them oringinally with something you didn't want, there isn't
an "easy" way to change them to something else.
- Shawn
-------------------------------
Shawn D. Hogan
President, Data Point Solutions
http://www.data-point.com
(619) 452-3696
ICQ: 8319647
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