Option to calculate commission for agents

[1-Net]

Hello,
Does anyone have a solution or an idea for calculating the commission for several agents?
We have several field representatives who work on commission.
And we have an entity where we record all customer orders, so we determine all invoice totals per order.
Now I would also like to calculate the commission for each order directly in ESPO.
You can do this per order using a formula, but we have no solution for combining several commissions into a monthly statement.

optimal solution:
1. Calculate the commission per order
2. Identify the commission per agent
3. Create a total of all commissions per agent per month or at the push of a button

Does anyone have any ideas on how this can be optimally structured or how it can be calculated via an export to an external tool (e.g. Excel)?

Thank you for your help and support

[shalmaxb]

1. In your order entity you may calculate the commission for that order
2. In your order entity you should have relationship to agents (one order, one agent), so you can link the agent to the order.
3. In the agent entity you place the relationship link to orders (many orders to one agent, displaying the commission field there also), so you can link one ore more commissions to the agent.
4. You may create an entity for collecting the commissions per month and relate that to the agent as well, so you can fetch all commissions from one agent to the choosen month. There you can sum up all commissions.

I suppose this is all possible with relationships and formula.

[1-Net]

Hello shalmaxb,
many thanks for Feedback. We will test your solution...

[shalmaxb]

posted smth wrong

[coralanm]

1. In your order entity you may calculate the commission for that order
2. In your order entity you should have relationship to agents (one order, one agent), so you can link the agent to the order.
3. In the agent entity you place the relationship link to orders (many orders to one agent, displaying the commission field there also), so you can link one ore more commissions to the agent.
4. You may create an entity for collecting the commissions per month and relate that to the agent as well, so you can fetch all commissions from one agent to the choosen month. There you can sum up all commissions.

I suppose this is all possible with relationships and formula.

Hello shalmaxb, i'm very new user of ESPOCRM and have this request from the client: I need to create a commissioning relation between User (aka Employee) with Sales Orders and/or Invoices.

Since I have less than 30 days to accomplish this features (because of the trial period), I will be very grateful if you could please share some documentation where I can find how to address this set up.

Exactly, what I want is:

- An employee (aka User) can give few services and/or sale some products
- Each Service and/or Product, must have relationship to this employee to record and track the sales.
- Both services and/or products could have different commissions rates, Example: Service 1 has 6% commission to the employee, Service 2 has 15%, Service 3 has 25% etc. Same for products
- The report should display all services or products that an employee has offered on the whole month.

-- Monthly report --
Employee 1:
Service 1 = 6% commission
Sale Product 1 = 7% commission
Total = $1,234 gained

Employee 2:
Service 2 = 15% commission
Sale Product 2 = 12% commission
Total: $2,123 gained

Hope this could clarify my request.

Thanks in advance.

Alan