How do I enter a margin agreement between a sales partner and a customer?

Overview

A margin agreement between a sales partner who is entitled to commission and a customer enables the sales partner to grant a portion of their commission to the customer in the form of a discount on the net price of a product.

Requirements

1. Record a sales partner with whom a commission contract is to be concluded.
2. Specify the contractual terms of the commission contract.

Steps

1. Open “Customer Margin Settings” from the menu.
2. Create a new entry.
3. In the field Sales partner, enter part of the name or number of the sales partner based on whose commission the discount shall be calculated and click on the matching result in the drop-down list.
4. In the field Business Partner, enter part of the name or number of the customer to receive the discount and click on the matching result in the drop-down list.

   Note 1: If the field remains empty, the margin agreement applies to all customers.
   
   Note 2: If both general agreements and those with specific customers exist, the one with the more specific data will always prevail.

5. In the field Margin %, enter the percentage to be deducted from the sales partner’s commission and then applied as a discount on the net price of the product.
6. Set a Valid from date.

   Note: If this date lies in the past, the agreement will be effective immediately. If it lies in the future, it will only apply from that date.

7. metasfresh saves the progress automatically.

Next Steps

• Enter a sales order using a sales partner entitled to commission.