Compiere Sales and Marketing

The Sales Region Window defines the different regions where the main Company operate their business. We can generate reports based on Sales Region

Sales Setup

salesandmarketing 1setup

Main Menu --> Sales and Marketing Setup --> Sales Setup

salesandmarketing 2setup

Sales Region

salesandmarketing 3salesregion

Main Menu --> Sales and Marketing Setup --> Sales Region

The Sales Region Window defines the different regions where the main Company operate their business. We can generate reports based on the Sales Region.

salesandmarketing 4salesregion report

salesandmarketing 5salesregion search

The above the New Sales Region has been created.

Sales Commission

salesandmarketing 6salescommission

Main Menu --> Sales and Marketing Setup --> Commission

Define when to pay a commission to whom. For each period, you start the calculation of the commission after the transaction for that period is completed or closed.

salesandmarketing 7salescommission list

salesandmarketing 8salescommission search

salesandmarketing 10salescommission fields

Define the selection criteria for paying the commission. If we do not enter restricting parameters (e.g. for specific Business Partner (Groups) or Product (Categories), etc. all transactions for the period will be used to calculate the commission.

After converting from the transaction to the commission currency, the formula for calculating the commission is: (Converted Amount – Subtract Amount) * Amount Multiplier + (Actual Quantity – Subtract Quantity) * Quantity Multiplier.

We can choose, that only positive amounts (Converted Amount – Subtract Amount) and positive quantities (Actual Quantity – Subtract Quantity) is used in the calculation.

salesandmarketing 11salescommission alerts

Finally generating the commission

Marketing Campaign

salesandmarketing 12marketingcampaign

Main Menu --> Sales and Marketing Setup --> Marketing Campaign

The Marketing Campaign Window defines the start and end date for a campaign. It also gives a running balance of the invoice amounts which referred to this campaign.

salesandmarketing 13marketingcampaign list

salesandmarketing 14marketingcampaign search

Define the New Campaign with the Start Date and the End Date and also the Cost Associated. Costs indicate the cost of a campaign in an Organization’s accounting currency.

Marketing Channel

salesandmarketing 15marketingchannel

Main Menu --> Sales and Marketing Setup --> Marketing Channel

The Marketing Channel Window defines the different channels used in Marketing Campaigns

salesandmarketing 16marketingchannel list

salesandmarketing 17marketingchannel search

New Channel Creation.

Lead Qualification

salesandmarketing 18leadqualification

Sales and Marketing --> Sales and Marketing Setup --> Lead Qualification

Evaluation/Status of the lead’s qualification or non-qualification

salesandmarketing 19leadqualification list

salesandmarketing 20leadqualification search

Is the Lead Qualified? The Lead Qualification captures qualification and disqualification criteria

Commission Run

salesandmarketing 21commissionrun

Main Menu --> Sales and Marketing --> Commission Run

Check and modify Commissions

The Commission Run Window displays the results of processing commissions.

When the Generate Commission process is selected from the Commissions Window, the results are displayed here. If the result is satisfactory, generate an AP invoice to pay the commission.

salesandmarketing 21commissionrun list

salesandmarketing 22commissionrun search

salesandmarketing 23commissionrun amount

Commission line amounts

For each commission line, a line is generated.

We can overwrite the amount and quantity to modify the commission amount, but the suggested way is creating additional Commission Detail lines. Please be aware that manual changes will not reconcile with the Commission Details.

Lead

salesandmarketing 24lead

Main Menu --> Sales and Marketing --> Lead

Leads can be converted to Opportunities and linked to Requests

salesandmarketing 25lead list

salesandmarketing 26lead search

Maintain Account Business PARTNER, Purchase History.

Business Partner Purchase History (Invoice)

TenthPlanet_Compiere_Gardern_World_Leads to Business Partner

TenthPlanet_Compiere_Gardern_World_Purchase History

salesandmarketing 28Leads contact

salesandmarketing 29Leads location

Commission Run Detail Report

salesandmarketing 30commission run detail report

salesandmarketing 31commission run detail report list

Leads Monthly Report

salesandmarketing 32commission run detail report monthlyreport

salesandmarketing 33commission run detail report leadsmonthly

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