Reseller Commissions

This article describes how to setup resellers and their commissions.  XeniS offers different ways in which to provide commission for resellers/affiliates.  They are:

• A percentage of Sales

• Specific Products or Services get either a percentage or flat rate, defined by a price book

The above options can either be setup to report on paid invoices only or all invoices.  The total credit or refund to the reseller isn't automatically created, only reported.  Each businesses internal process will need to determine how they provide this.

1. Go to module Price Books " Sales > Price Books "

2. Create a new Price Book

3. Enter a name e.g. "PBX reseller commission"

4. Add the products and/or services that you want to provide commission on.
   

   
   In the example above we have 2 items listed, here settings are explained
   Item	Override	Price	Description

   Item	Override	Price	Description
   ADSLACTIVATION	On	10	This signifies that for every customer that the reseller signs up and they get invoiced for a adslactivation they will receive $10
   connectionfeepstn	Off	20	This signifies that for every customer that the reseller signs up and they get invoiced for a connectionfeepstn they will receive 20% of the sale price ( inc tax ) e.g. a new pstn connection is sold for $300 ex gst $330 inc gst the reseller will receive $66

    

1. Go to module Customers " Customers > Customers "

2. Create a new Customer

3. Enter all the relevant business details  ensuring the following are setup:
   

   Field	Description

   Field	Description
   Reseller Commission Book	This is the price book created above
   Reseller Commission Percentage	This is the default percentage rate for any item that is NOT defined in the price book
   Reseller Commission on Paid Only?	This is whether to report on paid invoices only

    

1. Go to module Customers " Customers > Customers "

2. Create a new Customer

3. Enter all the relevant business details  ensuring the following are setup:
   

   Field	Description

   Field	Description
   Reseller	Set the reseller created above

    

1. Go to mode Reports " Management > Reports "

2. Create a new Report

3. Select Report "Reseller Commission" under Sales
   

   
    
   Field	Description

   Field	Description
   Customer	Select the reseller created above. Please note, that the reseller won't appear until it has at least 1 customer assigned to it. If you need to get this setup straight away create a fake customer assigned the reseller then set that customer as inactive
   Report	This is the period to report on. If your reseller is Paid only, then I would suggest to do something like this. Set the Report as "Last Quarter", then Schedule the report to run quarterly. starting on the 15th day of the following month, e.g. to report on 1 Jan - 31 Mar set the schedule to run on 15 Apr that way the customer has time to pay for invoices