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CONSULTANT MANAGEMENT
 

The Consultant Management module controls all aspects of dealing with your consultants or agents. It has specialized functions depending on the method of direct sales employed - Party Plan, Multilevel Marketing, Networking, Door to Door - which can be configured by simply adjusting system parameters. Consultant Management can be made further configurable by including custom code for your company's unique commission and business plan. It links to the NetStock module for product information and posts financial information to the Sales Management, Creditors and General Ledger modules. Primary module functionality includes :

  • Consultant Profiles - complete information on each consultant or agent, their teams and position within the company structure
  • Commission Plan Levels - sets levels and hierarchy for consultants
  • Commission Plan Parameters - sets level change triggers, rates and other options
  • Product Commission Values - sets commission value for each product sold
  • Sale Entry and Approval - track, modify and approve sale contracts
  • Customer Information - captures information on all end users and purchases to be used for further marketing exercises. Party Plan also captures Hostess and attendee information
  • Consultant Expenses - tracks any claims against a consultant for adjustment with commission payment
  • Commission Payment - calculates commission due based on sales, checks Withholding Tax, creates Recipient Created Invoices ready for on-line payment and consultant statements
  • Bonus Payment - additional level of commission / bonus due as overrides
  • Promotions and Marketing - manages sales campaigns to generate leads, allocation of leads and results
  • Consignment Products - tracks product consigned to consultants, return, transfer and sale of products
  • Activity Management - tracks sales activity for consultants over selected periods with analytical reporting
  • Reports and Enquiries - extensive reports on all facets of the Consultant Management module
For further information CLICK HERE
Direct Sales Management Components
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Island Visual Solutions    4 Northam Street, Glen Waverley 3150,   Victoria, Australia
eMail : sales@islandvisual.com.au     Phone : 61 3 9561 9357