How to create vimiSales 2.0 settings?

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How to create vimiSales 2.0 settings.pdf

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Guideline:

Step 1: Head over to All Features Tab at the top of the website 🡪 Under Rewards list, click on vimiSales 2.0 Settings.

Step 2: Under vimiSales 2.0 Settings, click Product / Commission.

Step 3: Settings for vimiSales.

Step 3.1: Create a name for the vimiSales.

Step 3.2: Select a Formula of the commission method.

Step 3.3: Enter the Start Date and End Date (Eg: Start with the 1st day of the month. 

Step 3.4: Setting the Period and Repetition. Repetition can be defined as how many times you want the goal to be repeated. 

Step 3.5: Select a Target Type (MYR, QTY, DAY). 

 >MYR = Malaysia Ringgit (Monetary value). QTY = Quantity. DAY = Number of days 

Step 3.6: Select a Reward Type [ %, MYR, Multiply (x MYR) ]

Step 3.7: Select a Method Type. Choose either Update Total or Update Accumulative. 

**Update Total: the new amount will overwrite the current sales amount.

(Example: I updated RM 1,000 in sales in the morning. Later in the afternoon, I updated RM 2,500 in sales again. On my ‘current sales achievement,’ it will show RM 2,500 as this is the latest sales update.)

**Update Accumulative: the new amount will keep adding to the current sales amount.

(Example: I updated RM 10,000 in sales in the morning. Later in the afternoon, I updated RM 2,500 in sales again. On my ‘current sales achievement,’ it will show RM 12,500.)

Step 3.8: Select a Required Approval. Choose either company default, department default or custom. 

Step 4: Set for No. of Mission(s) Enabled

Step 4.1: Set a LABEL name for each level if needed

Step 4.2: Set the vimiSales TARGET (MYR). (Eg: RM10000 for M1 & RM20000 for M2)

Step 4.3: Enter the REWARD (%). (Eg: 0.8% for M1 & 1.0% for M2) 

Step 5: Employees Assigned 🡪 Select Department (Eg: Sales) 🡪 Select Employees

Step 6: Click Save as Draft if the vimiSales is not ready/ Click Publish button when the vimiSales is ready to publish.

Step 7: Publish button 🡪 A message stated ‘New vimiSales setting will be created. Do you wish to continue?’ will appear on the top 🡪 Click ‘OK’.

Step 8: A message stating ‘vimiSales is creating now’ will appear on the upper right side of the page. The newly created vimiSales will be shown.