Implement the process of working with designers to pay bonuses.
There are designers who create prints for our products.
Necessary:
- Give them a sales bonus.
- Show sales analytics, for each one separately (so that the designer can see statistics only for his prints).
As I see it:
- in the order, we indicate the article number of the print.
- according to the article, the Designer's data (Surname and First Name) are indicated in the directory
- at the final stage of the order, we charge the designer a bonus
- the designer enters the client's office and sees:
* Amount of accrued bonuses
* Amount of written off (paid) bonuses
* It is also possible to show at which stages there is an order, for which product and the amount of products with the designer's print (so that the designer understands that everything is as transparent as possible)
Ideally, it can be solved through VanBox.
If not, then I can implement through:
- import into Google Sheets
- creating a dashboard from Google Sheets.
But this process is more difficul
Original question is available on version: ua
Necessary:
- Give them a sales bonus.
- Show sales analytics, for each one separately (so that the designer can see statistics only for his prints).
As I see it:
- in the order, we indicate the article number of the print.
- according to the article, the Designer's data (Surname and First Name) are indicated in the directory
- at the final stage of the order, we charge the designer a bonus
- the designer enters the client's office and sees:
* Amount of accrued bonuses
* Amount of written off (paid) bonuses
* It is also possible to show at which stages there is an order, for which product and the amount of products with the designer's print (so that the designer understands that everything is as transparent as possible)
Ideally, it can be solved through VanBox.
If not, then I can implement through:
- import into Google Sheets
- creating a dashboard from Google Sheets.
But this process is more difficul
Answers:
Oleksandr, good afternoon
you can try to set up with bonuses yourself, here is a video on the functionality https://www.youtube.com/watch?v=yb0u03f5708
to set up for you, it is very approximately 5 hours optimistically (you will explain in detail how everything happens with the formulas), or 10 hours pessimistically (we "extract" requirements from you, do as we understand, you test and add new requirements)
you can try to set up with bonuses yourself, here is a video on the functionality https://www.youtube.com/watch?v=yb0u03f5708
to set up for you, it is very approximately 5 hours optimistically (you will explain in detail how everything happens with the formulas), or 10 hours pessimistically (we "extract" requirements from you, do as we understand, you test and add new requirements)
12.10.2022, 16:11
Original comment available on version: ua
Ihor Susiak
The integrator wrote:
Oleksandr, good afternoon
you can try to set up with bonuses yourself, here is a video on the functionality https://www.youtube.com/watch?v=yb0u03f5708
to set up for you, it is very approximately 5 hours optimistically (you will explain in detail how everything happens with the formulas), or 10 hours pessimistically (we "extract" requirements from you, do as we understand, you test and add new requirements)
Here is the point:
The existing settings do not allow you to calculate the contact bonus with add. process product fields.
12.10.2022, 23:24
Original comment available on version: ua
I can say from practice that a solution can always be found. if not by standard functionality, then by modification.
I don't think there is even a need for finishing touches here.
I don't think there is even a need for finishing touches here.
12.10.2022, 23:35
Original comment available on version: ua
Thank you! At the moment, this problem has been solved in a different way.
When the need arises - we will create a ticket again
When the need arises - we will create a ticket again
16.11.2022, 15:27
Original comment available on version: ua
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