|
|
|
This article provides steps and information on sales credit which allows sales to split the sales credit in COMPAS Go.
Applying Sales Credit Splits
Sales Credit splits can be applied for various reasons. For quotes created by sales, the Sales Engineer “Owning” the quote needs to create a Sales Credit split before the approved quote is checked in.
If a Channel Partner order requires a Sales Credit split, the quote needs to be checked in by the Channel Partner. The lead Sales Engineer will search for the quote then apply the Sales Credit split to the quote. Then check in the quote so the Channel Partner can submit the approved quote to order.
This article was:
