Introduction
Welcome to your comprehensive guide to the Sales Partner feature in Empress. This guide is designed to help business users, like you, understand and utilize this feature to its full potential.
The Sales Partner functionality in Empress is a powerful tool to manage and track individuals or organizations that aid your company in attracting business. These entities can be referred to by various names such as Channel Partner, Distributor, Dealer, Agent, Retailer, Implementation Partner, or Reseller.
From defining specific commission rates to tracking performance, this feature can be a critical component of your business operations. Let’s dive in and explore how to effectively use this feature.
Settling the Commission Rates
Empress allows you to define a specific commission rate for each Sales Partner. This commission is calculated over the Net Total of Sales Order/Invoice or Delivery Note when a Sales Partner is selected in transactions.
To access the Sales Partner feature, navigate to: Home > Selling > Sales Partner
Crafting a New Sales Partner
Here’s a simple guide on how to create a new Sales Partner:
- Navigate to the Sales Partner list and click on ‘New’.
- Input the Sales Partner name and the Commission Rate.
- Choose the type of Sales Partner you’re creating, such as Reseller or Retailer.
- Click ‘Save’.
Key Features of Sales Partner
Address and Contact Details
Empress enables you to add and manage a Sales Partner’s addresses and contact details. These can be added in the ‘Address & Contacts’ section of a Sales Partner.
Sales Partner Targets
You can allocate targets for each Item Group and Territory, based on quantity and amount. You can assign targets either Territory- or Month-wise.
Showcasing Sales Partners on Your Website
To include a Sales Partner’s name on your website, enable the “Show in Website” option. You can add your partner’s company logo, provide a brief introduction about them, and optionally add a description for internal purposes or references.
To view the list of partners, navigate to: https://yourCompanyName.empress.com/partners
Tracking Sales via Sales Partner
Sales Partners can actively generate leads for your products or services. To track the performance of each sales partner, use the Referral Code and their URL.
Sales Partner Reports
Empress provides several reports to help you manage your Sales Partners, including:
Sales Partner Commission Summary
This report provides Sales Order wise Sales Partner commission data.
Sales Partner Transaction Summary
This report gives item-wise Sales Partner commission data for each Sales Order.
Sales Partner Target Variance
This report shows the variance between target and actual performance of the Sales Partner based on Sales Order, Sales Invoice, or Delivery Note data. This report can be viewed period-wise, such as Monthly, Quarterly, Half-Yearly, or Yearly.
In conclusion, the Sales Partner feature in Empress is a powerful tool that can streamline your business processes, enable better tracking of performance and empower you to make informed decisions. For more information or guidance, do not hesitate to reach out to our support team or access our wide range of non-technical resources.