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How do I conclude a commission contract?

Overview

In a commission contract, the client undertakes to pay a remuneration (commission) to a sales partner for the sale of certain products.

Requirements

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

Steps

  1. Open the entry of an existing sales partner from your business partners.
  2. Start the action “Create Contract for filtered Business Partner”. An overlay window opens up.
  3. Pick the desired Contract Terms for the commission contract.
  4. Set a Start Date.
  5. Click “Start” to close the overlay window and create the contract.
  6. metasfresh saves the progress automatically.
Note:
After creating the commission contract you will find it under “Contract” in the menu. You can also jump directly to the contract via the sales partner’s related documents (under CONTRACT MANAGEMENT in the sidebar).

Error Message

Error: Der Vertragszeitraum Jan 1,...
Server error
Der Vertragszeitraum Jan 1, bis Dec 31, hat keine Perioden.


This error message points out that there are no calendar periods available for the selected contractual period.

If you receive this error message at step 5, please follow these instructions for creating new calendar periods for the selected contractual period.

Next Steps

  1. Assign the sales partner to one or more customers.
  2. Enter a sales order using a sales partner entitled to commission.

View source file on GitHub.com