Contract Final Payment

When you return and close a contract, you will be presented with a final payment screen.  In the final payment screen, you will need to provide information about how the contract will be settled. [hozbreak] Date:  Enter the date to be ...

Sales Commission Center

The Sales Commission Center is the main hub for activities related to salesperson commissions. [hozbreak] Salespersons This panel will display all salesperson IDs along with their names, titles and commission plans. [hozbreak] Plans ...

Service Center

The Service Center is the main hub for activities related to service orders. [hozbreak] Recently Accessed Orders This panel will display any recent orders and how long since the last access. [hozbreak] Select By Get various reports ...

Process

The Process function is used to display all sales for a specific salesperson and what commissions are owed to them. The Process function can be accessed from: Sales Commission Center- Actions [hozbreak] Salesperson. Enter the ...

Salesperson for Customer

The Salesperson for Customer function provides a list of customers and allows you to assign a primary and/or secondary salesperson to that customer. The Salesperson for Customer function can be accessed from: Sales Commission Center- ...

Commission Plan List

The Commission Plan List provides a list of all commission plans and allows you to search for specific plans. The Commission Plan List can be accessed from: Sales Commission Center- Lists [hozbreak] Search. This is a search field that ...

Salespeople List

The Salespeople List  provides a list of all salespeople and allows you to search for specific salespeople. The Salespeople List can be accessed from: Sales Commission Center- Lists [hozbreak] Search. This is a search field that allows ...

Commission Plan Maintenance

The Commission Plan Maintenance function is used to add/edit sales commission plans. The Commission Plan Maintenance function can be accessed from: Sales Commission Center- Maintenance [hozbreak] Search. Search for a commission plan ...

Salespeople Maintenance

The Salespeople Maintenance function is used to add/edit salespeople. The Salespeople Maintenance function can be accessed from: Sales Commission Center- Maintenance [hozbreak] Salesperson #. Enter the salesperson #. Name. Enter the ...

How to set up a charge customer

The steps to creating a charge customer are listed below: 1. Go to the Customer Center 2. Select the customer you want to make a charge customer 3. On the customer form, go to the Financial tab 4. Under Terms, set the type to 50 5. ...

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