Template:Sales Setup (Workflow ID-111 V1.0.0)

Workflow: Sales Setup

Description: Setup Sales

Help: Setting up Sales Representatives, Commissions as well as Marketing Channels and Campaigns.

Workflow Nodes

Name	Description	Help	Type	Zoom
Business Partner	Set up Sales Representative as Business Partner	Set up the sales representative as Employee and Sales Representative in the Employee tab. Also set up the Vendor part, if you want to create payments.	User Window	Business Partner
User	Define Sales Representative as User	Users can log into the system and have access to functionality via one or more roles. Select the Business Partner you just set up. This enables the user to be treated as sales rep in the system.	User Window	User
Sales Region	Maintain Sales Regions	The Sales Region Window defines the different regions where you do business. You can generate reports based on Sales Regions	User Window	Sales Region
Commission	Maintain Commissions and Royalties	Define how and when you want the commissions to be calculated and to whom to pay it. The Commissions Window allows you define how commissions and royalties will be paid. You can pay multiple commissions for the same order or invoice (e.g. to the person entering the transaction, to the person responsible for sale of the product (category) and or business partner (group).	User Window	Commission
Marketing Channel	Maintain Marketing Channels	The Marketing Channel Window defines the different channels used in Marketing Campaigns	User Window	Marketing Channel
Marketing Campaign	Maintain Marketing Campaigns	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.	User Window	Marketing Campaign