Sales representatives

The rep already existed on the sales order. Here they get the portfolio (which customers are theirs), the monthly target, the calculated commission and its closing, and the visit routes that show on their phone as "today's route".

The list shows each rep with role, commission and whether active, and at the top the month ranking (orders × target, and the counter). The record shows the month — customers, orders, invoiced, received, target, expected commission and today's target — with arrows to move between months.

Invoiced = % over the month's INVOICED orders; received = % over what their customers actually paid in the month. Pick the criterion and close: a payable is born under the commissions nature, due on the 10th of the next month. A period closes only once.

A customer has ONE rep. Link from the list of customers without a rep (search by name) or unlink in the portfolio. The order from the phone is born with the customer's rep.

Customer + weekday + frequency (weekly, biweekly, monthly). Today's route on the phone shows what falls on the day and respects the frequency from the last recorded visit.

The month panel, the portfolio and the routes only appear after choosing a sales rep. The guided tour shows these steps anyway, in the middle of the screen and without highlight, explaining what you will see; choose a rep and run the tour again to see each part highlighted.

Today’s target = what is left of the monthly target (on sales, from confirmed orders on) divided by the working days left, today included. It turns green when today’s sales cover it. At the bottom, the month’s ranking of sales reps (sold × target) and of the counter (POS, by seller).

In the Target and commission tab save the month target (value and pieces) and close the commission by invoiced or received: the closing becomes a payable and stays in the history. In the Portfolio tab remove a customer or link one with no rep; in the Routes tab, New route opens the day, customer and frequency dialog.

A rep is a link that is redone: deleting DEACTIVATES it (it leaves the mobile app and the pick lists), and it comes back by ticking Active in the record. Their orders, portfolio and closings stay stored.

Não refaz o fechamento já feito. Se a comissão é sobre o RECEBIDO, o estorno entra como ajuste negativo no próximo fechamento; se é sobre o FATURADO, a devolução da nota gera o ajuste. O fechamento virou título a pagar e não é apagado — o acerto é para frente.

In the representative record, Goal and commission tab, record the agreed amount: the bill to pay is created right away. Each monthly closing deducts what is left of the advance, and the commission bill covers only the remainder. If the month commission is smaller, the balance moves to the next month. An advance not yet deducted can go to the recycle bin with its unpaid bill.

In Users and access groups, create a group for partners and add the Partner portal screen to it. Create the partner user in that group and, in the sales partner record, Users tab, link it, ticking see client and see commission as agreed. When they log in, they see only their own leads, accounts and commission.