Create Hierarchy Settings

  • Last Created On Jun 09, 2023
  • 634
0 0

Step 1: Go to Settings menu

Step 2: At Hierarchy menu -> click Add button

Step 3. Select Sales Person, Coordinator, enter Percent enjoyed

Click Save to save changes

Click Close to cancel the new addition and close the Add Hierarchy popup.


Meaning of fields

  • Sales Person: data are taken from the menu Setup -> Staffs. Only take active employees. Sales Person is the lower-level Coordinator.

  • Coordinator: data is taken from the menu Setup -> Staffs. Only take active employees. 

  • Percent enjoyed (% enjoyed): % of the commission that the Coordinator will receive

Views: 634

Recent Articles

  • Labor Cost Calculation Guide
    147
  • Customizing Ticket Statuses in Customer...
    128
  • Convert to Invoice or Expense & Create I...
    142
  • Service Appointment in Field Service
    164
  • Work Orders in Field Service
    149

Popular Articles

  • Connect your X (Twitter) account and Syn...
    3331
  • Warehouse
    2682
  • Item Settings
    2227
  • X (Twitter) Analytics
    2082
  • Plaid environment & Setup Your Bank Acco...
    2021