Sales activity, visits and commission
You will be able to: Plan and record visits, calls and enquiries; Explain the monthly plan and targets; Run the monthly commission cycle with its checks.
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Field Sales is about transactions. The Sales Activity screens organise the people work around them. They are in the Sales menu, each needing its own sales-activity permission.
Show transcript
1. Choose a PIN for this device 2. Save the PIN 3. Start the day: the van warehouse and the cash you carry 4. Press Start day and download prices 5. Pick the customer 6. Search for an item and add it 7. Complete and print: the invoice is saved on the device 8. Send now: the invoice goes to the office 9. End day: count the cash 10. Close the day
| Screen | What it is for |
|---|---|
| My Day | A salesperson's first screen: today's visits, late visits and follow-ups, enquiries and quotations waiting, customers who owe money. Works without a connection from the last list loaded. |
| Enquiries | Every customer enquiry with number, status, age and next follow-up. A quotation is made from the enquiry, so enquiry, quotation, order, delivery and invoice stay connected. |
| Monthly Plans | The customers a salesperson will visit on which days, with targets for visits, sales, collection and new customers. A manager can approve it. |
| Visits and Calls | The log of what was actually done: check-in and check-out with time and position, discussion, outcome, next action and due date. If there is no connection the visit is kept on the phone and sent later. |
| Prospects | People and companies that are not customers yet; link to a customer when they become one. |
| Activity Reports | Management reports on visits, enquiries and targets, with Report and Analysis tabs. No cost or margin is shown. |
Commission
Commission is off by default. In Settings ▸ Commission you switch it on, choose when it is earned (as the customer pays, when the invoice is issued, or when fully paid), create the standard expense and payable accounts, and define schemes: a percentage of net sales or profit, or an amount per unit. The first rule that fits a sale is used.
- On the Commission screen choose the Month and press Calculate. Draft statements are written for each salesperson. Nothing is booked yet, and you can calculate again as often as you like.
- Open the Exceptions tab: sales that earn nothing, sales with no salesperson, and lines that a guard or a return changed. Fix them and calculate again.
- Click a statement and use Why on a line to see how its amount was worked out.
- Press Approve. When the control is on, the person who calculated cannot approve it. Approving books the commission as an expense and as money you owe.
- Press Pay and choose the bank or cash account, date and reference. Paying clears what you owe.
A return after payment shows as a Taken back line in a later statement. A paid statement cannot be voided; use Reverse payout and give a reason. A month locked in Settings cannot be approved, voided or adjusted. My Commission shows each salesperson only their own statements; a month marked Estimate is still a draft.
Try it in the demo
- Open Sales ▸ My Day, Enquiries and Visits and Calls in the demo and compare their lists.
- Open Sales ▸ Commission and read the tabs: Statements, Exceptions, Summary, Payable ageing and Advances.
- Open Settings ▸ Commission and read the master switch and the list of fields (look only).
Public demo company, sign in as admin / demoAdmin123. Data refreshes nightly.
- Sales Activity organises visits, enquiries, plans and prospects around Field Sales.
- Visits logged offline are kept on the phone and sent later.
- Commission cycle: calculate, check exceptions, approve (second person), pay.
- Approval books expense and payable; payment clears the payable.
Check yourself
2 questions on this lesson. Not timed, not the exam, and you can try again. Score 60% or more, and read the lesson, to complete it.