Sales Partner

A Sales Partner is an external individual or organization that sells your products and earns a commission. Unlike Sales Persons (who are employees), Sales Partners are third-party agents.

Creating a Sales Partner

  1. Go to Selling > Sales Partner and click New.
  2. Enter the Sales Partner Name.
  3. Set the Commission Rate (percentage of sales).
  4. Enter contact details and address.
  5. Add Territory if the partner operates in a specific region.
  6. Click Save.

Commission Calculation

Commission is calculated based on:

  • Commission Rate: A fixed percentage (e.g., 5% of net sales)
  • Commission on: Net Total (before tax), Grand Total (after tax), or specific items
  • Payment Terms: When commission is paid (on invoice, on payment receipt, or monthly)

Tracking Partner Performance

  • Sales Partner Commission Report: Commission due for each partner
  • Sales Analytics by Partner: Revenue generated per partner
  • Payment Reconciliation: Track commission payments made