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Manufacturers»Territory Splits
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Last modified on 7/20/2017 11:40 AM by User.

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Territory Splits

Many agencies have to deal with territory splits whether they are specifying a job that is going into another territory or they are receiving credit/commission for job that is coming into their territory. Or you may simply be splitting sales dollars, commission and/or overage with another agency. OASIS can keep track by:

-       Entering the splits on the project/quote (spec’d in my territory), then later linking it to an invoice/check you receive

-       Receiving order, invoice or even a check related to a job that was spec’d out of your territory and maybe not known

 

You need to setup each manufacturer as to how they split Order, Destination and Specification credits

 

Manufacturer Setup

 

Go to Manufacturers, then double-click to open the manufacturer

Go to the Terms tab

You will need to fill in the Commission Opportunities (split percentages) example below

(your splits maybe different so enter accordingly)

Once you have entered these (Must equal 100% for each column) click Save & Close.