How to create vimiSales settings with Multiply?

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How to create vimiSales settings with Multiply.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 for multiply.

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). For multiply case, normally (QTY = quantity) will be chosen for Target Type

Step 3.6: Select a Reward Type. Choose [ Multiply (x MYR) ] as the Reward Type for this case. 

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 the details of vimiSales

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

Step 4.2: Set the vimiSales TARGET (QTY). (Eg: 10 for M1 & 20 for M2)

Step 4.3: Enter the REWARD ( MULTIPLY (x MYR) ). (50 for M1 & 100 for M2) 

*** The calculation for the REWARD of M1 = TARGET (QTY) x REWARD 

          = 10 x RM50

          = RM500

Step 5: Employees Assigned 🡪 Select Department (Eg: Sales) 🡪 Select Employees. You can simply select or deselect employees by clicking their images.

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 stated ‘vimiSales is creating now’ will appear on the upper right side of the page.

Step 9: Finally, the newly created vimiSales will be shown on the vimiSales 2.0 Settings page.