“Commission Management module for Perfex CRM” Documentation by “hungtran118” v1.0.6

“Commission Management module for Perfex CRM”

Created: 06/07/2020
By: Hung Tran
Email: hungtx.gsts@gmail.com

Thank you for choosing Commission Management module for Perfex CRM. If you have any questions that are beyond the scope of this help file, please feel free to email us via contact form here.

Table of Contents

  1. Upload & activate the module
  2. How to use Commission Management module

A) Upload & activate the module - top

    * Prior starting installation, please make sure that no open_basedir restriction is applied at your PHP configuration and that shell_exec is enabled. Whereas in 95% of the hosting providers around, got a proper config that includes the above guides, you may need to adjust your PHP configuration settings if your provider offers these settings disabled by default.

    - Steps of Installation:

  1. Extract your downloaded file contens. You will notice a folder called "documentation" and a new zip file, called "upload.zip". Since "documentation" folder contains this readme file and helpful instructions that are not needed in your Perfex CRM's installation, we will focus on the "upload.zip" file.
  2. "upload.zip" contains the module files (in a module format) that you upload in Perfex CRM's Modules installation section.
  3. Go to your Perfex CRM's Admin area and select the following menu item: SETUP > MODULES.
  4. Select the extracted upload.zip at Module installation selection prompt and press INSTALL.

  5. Find the newly installed module and press ACTIVATE.
  6. You will be told that module is successfully activated.

    7. That's it! You are now ready to start using the module.


B) How to use Commission Management module - top

  1. Create Sales Commission Structures: Commission -> Commission Program ->New

    - Structure 1 - Percentage Invoice
    - Structure 2 - Ladder Invoice
    - Structure 3 - Percentage Product
  2. Allocate commission program to staffs:

  3. Commission will be automatically calculated with payment, in case any invoices have not been calculated, you can use recalculate:
  4. View reports and commission statistics:



Once again, thank you so much for purchasing this module. We will be glad to help you if you have any questions relating to this module.

Hung Tran

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