Sales portal: orders, payments and commissions

Included in Sales management; sales reps sign in through the employee portal.

Each sales rep sends their customers' orders and declares payments from their phone, and follows their commission, calculated on revenue actually collected.

Who is it for? Companies with a sales team, using Sales management.

Benefits

  • Orders arrive keyed in by the sales rep: no more order forms to retype.
  • An accepted order becomes a delivery note, a quote or an invoice in one click.
  • Each payment is declared with a photo of the cheque or receipt: accounting knows what is coming.
  • An indisputable commission: calculated on recorded payments, not on invoices issued.
  • Each sales rep only sees their customers, orders and commission.

What the Sales portal application does

Portfolio

  • The customers assigned to each sales rep
  • Their invoices still to collect and what is overdue

Orders

  • Catalogue items or free entry, quantities, discounts, requested delivery date
  • Follow-up: sent, accepted, refused with the reason

Payments

  • Cheque, cash, bill or transfer received from a customer
  • Photo of the cheque or receipt attached
  • Checked by accounting on receipt

Commission

  • Rate specific to each sales rep
  • Gross commission of the month on revenue collected, excluding tax
  • Detail payment by payment, history of the last six months

Frequently asked questions

How is the commission calculated?

The sales rep's rate applies to revenue excluding tax actually collected in the month: only payments recorded in accounting count, not invoices issued.

What happens to an order sent by the sales rep?

Sales management accepts it — it becomes a delivery note, a quote or an invoice — or refuses it with a reason shown to the sales rep.

Does the sales portal cost extra?

It is included in the Sales management application; sales reps sign in through the employee portal.

Other Smart Hissab applications

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