I am looking for some direction. I want to create a commission module that takes each sale and assign it a set commission amount, then tallies the individual sales rep commission for the week. Where would I start to look for information on how to achieve this?
Start off by creating a basic module in module builder then modify it to what you need it to do.
See here to get started: https://suitecrm.com/forum/developer-help/9102-how-to-get-started-developing-with-suitecrm
hi dajaz27,
How’d you go with this? Would be interested to see what you come up with.
I am still working through it. I will update once I have a solid solution.
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This may work: SuiteCRM is compatible to SugarCRM 6.2 - 6.5 from what I hear.
http://enable.services/blog/sugarcrm-how-to/how-using-calculated-fields-total-commission-due
Submitted by Mike on Mon, 09/12/2013 - 11:39
SugarCRM How To Guides
Version 6.2 of Licensed editions of SugarCRM (Professional, Corporate, Enterprise and Ultimate) saw the introduction of the option of creating custom Calculated Fields.
This post shows how to create a calculated field which will give a Total Commission Due based on the value of an Opportunity and a Commission percentage rate.
Using Calculated fields in SugarCRM
Image courtesy of patpitchaya / FreeDigitalPhotos.net
In order to complete this task you will need to have administrator privileges to your SugarCRM instance.
Go to the Admin section of your SugarCRM and scroll down to the Developer Tools section. Click on Studio
For this example, we will create a Total Commission field on the Opportunities Module, showing total commission due on the Opportunity. You will already need to have created a decimal field to store your Commission Rate.
Click on the Opportunities Icon in the Studio window.
To allow the Total Commission value to be stored, we first need to create a field to store the value in.
Click on the Fields icon.
Click on Add Field at the top left of the Edit Fields window.
The Data Type of the field needs to be Currency to allow the value to display with the currency symbol as a result. Select Currency from the Data Type drop-down list.
In the Field Name field, enter total_commission
Enter Total Commission in the Display Label field.
Put a tick in the Calculated Value field. This will then make the Formula field visible.
Click on Edit Formula. This will bring up the Formula Builder popup window.
The top section is the formula creation panel where the formula will be entered, the lower left panel allows available functions to be selected and the lower right panel shows the available fields in the module.
In the Functions list, scroll down until you find multiply and click on it. It will put the multiply( function into the formula creation panel.
In the Functions list, scroll down until you find divide and click on it. It will put the divide( function into the formula creation panel.
In the Field list, click on $commission_c (or whatever the name of the field is which contains the commission percentage). It will appear after the open bracket in the formula creation panel.
Click into the formula creation panel at the right hand end of the text and enter ,100),$amount_usdollar). This calculates the field based on commission rate divided by 100, multiplied by Opportunity amount (without Tax).
Your formula should now read something like multiply(divide($commission_c,100),$amount_usdollar)
Click on Save at the bottom right of the formula builder window.
Your formula will now be stored in the Formula field. Do not worry if you cannot read all of the formula.
Click on Save at the top left of the Edit Field window.
You have now created the Total Commission field which can now be added to the DetailView of the Opportunities module. Once added to the DetailView layout and deployed to your users, the field will start update once a record has been created or each time the record is updated.
Now it is possible to calculate Sales Commission in SuiteCRM.
Sales Commission plugin is used to Calculate Commission based on module fields or product based(for Quotes and Invoice Module) depending on sales employee.
- You can give commission to user Percentage basis or Fixed Amount basis.
- You can also auto generate sales commission, It will automatically send email to user of commission.
- You can also export Sales Commission in PDF, CSV, EXCEL formats.
Below are the features which have been taken into consideration :
- Sales commission
- Setup commission for you Team
- Setup commission on number of products of amount
- Calculate commission on % or $ basis
- Schedule commission report automatically through email
- Calculate commission
- Calculate commission of all sales employees
- Run commission for the date period
- Select fields needed in commission report
- Commission Template
- Set commission template for the report
- Define Header and Footer for Commission export report in PDF
For more information : Sales Commision in SuiteCRM .
Watch demo at : Sales Commission in SuiteCRM
Phone: +91-79-40301653
Email: varianceinfotech@gmail.com
Skype: varianceinfotech
Website: www.varianceinfotech.com