Sales admin of customer group

Posted on 2025-07-04 Updated on 2025-07-04

Guide: Sales admin of customer group

Welcome to the user guide for the Sales admin of customer group in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module.

Sales admin of customer group

Sales admin of customer group

Used to add the Sales admin of a customer group.

Purpose: When creating an invoice without selecting a seller (Sale Agent), it will be based on the sales admin of the group that the customer belongs to calculate the commission for that sale admin.

Note: sale admin only receive commission when the commission program has been applied to them.

Create sale admin

Step 1. Go to Settings -> Sales admin of customer group  -> click Addbutton

Step 2. Select Customer Groups and Sales admin.

  • Customer Group: data are taken from Setup -> Customers -> Groups
  • Sales admin: data are taken from the Setup -> Staffs menu

Attention: If an invoice is generated before assigning a customer group to an employee, you can recalculate the commission using Recalculate

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