How to add and map a Relationship officer?

How to add and map a Relationship officer?

Relationship Officer/Dealers are often parts of businesses that involve a supplier and a distributor. The Dealers help businesses win the right customers. In return, they are paid a share of the sales made to the customers. RetailEasy on-cloud calculates the commission amount to be paid to the dealer which can be viewed from the Reports.

 

Benefits of adding a Relationship Officer:

Adding the Relationship Officer to the domain and mapping Customers with their Relationship Officers, promotes the sales of the business and the commission drives the dealer/relationship Officer to bring in more referrals to the business. That is a win-win situation for the dealer and the business.

 

How to add a Relationship Officer?

Step 1: In the main tab of RetailEasy on-cloud, click on Master > Customer

 

Step 2: From the drop-down of the Customer section, select RO

 

Step 3: In the Relationship Officer screen, click on Add Relationship Officer

 

Step 4: Fill in the fields of the General section of the Create Relationship Officer and click on Save

Refer to the field description given below.

  • Name - Enter the Name of the Relationship officer

  • Status - Assign Active if the Relationship officer is currently active and is a customer dealer, else assign as Inactive

  • Commission % - The Commission % decides the share that the Relationship officer will get for the customer deals made by him

 

Step 5: A message confirming the successful addition of the Relationship Officer appears

 

How to map the Dealer with the Customer?

Step 1: In the main tab of RetailEasy on-cloud, click on Master > Customer

Step 2: From the drop-down of the Customer section, select Customer

Step 3: Refer how to create a new Customer

Step 4: In the Others section, from the drop-down of the Relationship Officer field, select the Relationship Officer who deals with the Customer. Click on Save

 

Note: Relationship Officers can be added to existing Customers by clicking on the Edit icon corresponding to the Customer on the Customer screen. Follow the same steps to add the Relationship Officer.

 

How to check the Relationship Officer Commission?

Step 1: In the main tab of RetailEasy on-cloud, click on Reports > Sales

Step 2: From the drop-down of the Sales section, select Sales Analysis > Dealer Margin Summary or Dealer Margin Detail

  • Select Dealer Margin Detail to get a report containing commission details of different dealers

  • Select Dealer Margin Summary to get a consolidated report of all dealers and their commissions

Step 3: The Dealer Margin Detail Report appears as follows

 

 

Thus, we have successfully added, mapped a Relationship Officer and we can view the commission details for the Customer and Relationship officer given by RetailEasy on-cloud in the Reports section.


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