Commission Integration in Dash SaaS
Introduction
In the dynamic landscape of modern organizations, Commission Modules emerge as the driving force behind streamlined compensation management. These specialized software components are designed to efficiently handle and calculate commissions or incentives for sales teams, partners, and employees. The beauty of a Commission Module lies in its adaptability, tailored to meet the unique needs and intricacies of each organization’s commission structure.
One of the pivotal facets of a Commission Module is the setup of Commission Plans. These plans serve as the backbone of sales and compensation management systems, defining how individuals or teams are rewarded for their hard work. Commission Plans come in various forms, such as percentage-based and flat-rate commissions, each tailored to specific use cases. They serve not only as financial incentives but also as powerful motivators, aligning individuals and teams with the overarching goals of the organization. As we delve into the intricate world of commission plans, we unveil the multifaceted reasons why they stand as a cornerstone of modern businesses, driving success, motivating individuals, fostering alignment, and ultimately contributing to revenue growth
Installation
Workflow
Step 1 : Super Admin Access
- Make sure your super admin has access to your system before you do anything else.
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- Go to the “add-on manager” area of the super admin dashboard.
- To start the setup procedure, click the “+” (Module Setup) button.
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- You will be asked to upload the ZIP file for the “Commission Add-On.”
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- Don’t forget to enable the module after the setup is complete so that other people can buy it.
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Step 2 : Company Settings Steps
- Once the super admin enables the Commission Add-On, company admins can proceed to purchase it and gain access.
- Start by heading to the “subscription plan” page and select the relevant “usage plan.”
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- After that purchase the Commission add-on.
- After following that procedure, find out the commission add-on in the menu.
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- Once you click on it you will get to see three pages commission plan, commission receipt, and bank transfer request.
- On the commission plan page, you can create new commission plans, by filling up all the details and selecting the users.
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- The second page is for the commission receipt where you can create the commission receipts very easily, and also see the status of whether it is paid or unpaid.
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- In the action column, you can see the action of the receipt you can view it, pay the amount, and delete it when your work is done.
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So, this is how you can have access to the commission add-on.
Here are the modules with which you can integrate the commission add-on.
- Project
- Sales
- Invoice
Categories
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