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CONSULTANT
MANAGEMENT |
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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 :
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- 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
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| For
further information CLICK HERE
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| Direct
Sales Management Components |
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