The Agent settlements module lets you assign a responsible agent to each customer. This agent then receives the specified percentage commission for every sale to this customer.
Legacy module
The module described in this article has been marked as a legacy module. This means the following:
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We don’t create new features for this module or fix any bugs.
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The module is not available anymore in Xentral instances (demo or licensed) created after 28-Sep-2022. If you as a new user have special requirements that could only be fulfilled by this module, please contact our customer support team to discuss a solution.
For more information, see also Why is Xentral deprecating some modules (Legacy modules) and what does this mean for you?
You can set the agent directly in the address master data under Settings, which you can find on the right side of the initial view of each address. You can also set the corresponding commission rate under Other data.
You handle the commission settlement in the Accounting > Agent settlements menu. Select the desired address in the Agent field and specify a date range. When you then click on Load sales, an overview appears that lists the commissions due for the specified agent within the specified period, broken down by customer.
To get the current annual reports for the agents, click on Perform calculation now on the Perform calculation tab. Only then is information displayed on the Annual reports tab.
All agents are listed on the Annual reports tab. You can use the download icon at the end of a list entry to download the annual report for the corresponding agent as a CSV file. The report contains the monthly sales as well as the agent’s total annual sales, broken down by customer.
The Diagram tab displays the development of the sales figures of all agents in the current calendar year in graphical form.
Note
This module does not have a commission lock. If you want to use a commission lock, you need to use the successor module Commissions.
To have the system calculate agent commissions on a regular basis, you need to set up a process starter. Note that calculating the commissions can be very database- and computation-intensive. Therefore, we strongly recommend scheduling a start time for this process outside of business hours.
To set up the process starter, click on + NEW in the Settings > Administration > Process starter menu. Then carry out the settings as follows:
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Designation: Enter the designation "Commission settlement".
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Type: Select the type Time from the drop-down menu.
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Weekday: Select the option Every day from the drop-down menu.
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Start time: Set a start time outside of business hours.
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Last run: Leave the default end time as it is.
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Type: Select the option Cronjob.
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Parameter: Enter the parameter Provisionen.
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Active: Activate this option to enable the process starter.