[OFBiz] Users - calculating, tracking, and reporting sales commission

[Lee Mewshaw]

Is OFBiz well suited to calculate, track, and report sales commissions?  

 

The scenario is sales people entering orders need some mechanism for
calculating and reporting sales commissions.  Some sales people are straight
salary (zero commission), others are on a mix (salary plus small
commission), and still others work all commission with no fixed salary.  In
mast cases, there would we a % of the sale (not including taxes) that would
be used to calculate the commission on the order (commission is calculated
as 6% of total sale value).  Sales promotions might provide a kicker (sell
gadgets today and get an extra 2%).  In other cases, there might be a fixed
bonus (sell 10 widgets in a week and get a $50 bonus)

 

My thinking is that it's very similar to the way the ecommerce promotions
system works, except the rules would be applied based on the commission
rules that apply to the agent as well as the product.  Playing around with
it on the ecommerce site with widgets/gadgets, I thought I could do it via
the existing promotions system and make them not visible to the user using
the Y/N flag, but it's looking like it may not be possible due to the
requirement that different sales people may be on different plans (some
salary, some commission, etc). 

 

I mentioned tracking and reporting in the subject line since the salespeople
are interested in viewing their own commission reports.  The idea would be
to enter several orders, then pull up a commission summary page that would
show today, this week, this month, etc tabs.  Ideally, a supervisor could
view a team of people and their performance as well.  Eventually the report
has to be in an exportable format to go to payroll.  Would this be a mod to
the orders section?  I'm still getting used to OFBiz so I'm not sure where
this idea fits into the architecture.   

 

Lee    

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