This article and the video above will show the Dealership can indicate on a Customer Order > Unit Deal a Salesperson and also indicate Commission 


This will allow you to see the full profitability on a Unit Deal




Prerequisite


The Dealership will need to setup who they want to list as a Salesperson:



  • From the Blackpurl Header > click on User-added image > System Settings


User-added image

  • From the System Setting Dashboard > click on User-added image

User-added image
  • The Salespersons need to list under the Time Clocking tab > Staff member list 

If your Salesperson is not listing in the Add a new staff member section, complete the First Name / Last Name and then click on User-added image


User-added image



  • The new Salesperson will now list for selection in the Salesperson field on a Customer Order Unit Deal


User-added image


How to indicate on a Customer Order > Unit Deal - Salesperson Commission 


Navigate to the relevant Customer Order > Unit Deal


On a Unit Deal > Summary section - you can indicate who the Salesperson is and how much Commission they are earning from the Unit Deal



User-added image


The Salesperson field is a dropdown and the user will select the relevant Salesperson from the list


The Commission earned field is a manual field where the user manually enters the $ commission earned by the Salesperson


Adding in a Salesperson and a Commission amount will assist in calculating the profitability on a Customer Order Unit Deal

For further information, please review our article - Customer Order Profitability