How to import commission configuration via spreadsheet

Available on:

In Demander Web, the Import screen registers commission configuration from the model spreadsheet.

The commission module must be enabled in Configurações da Empresa. See Commission module.

Caution

This import is not recommended for a company with ERP integration. If your company uses an ERP, contact support before importing.

Step by step

1. Open the Import screen.
2. If the screen asks for Empresa, select the company.
3. In Tabela, select Configuração de Comissionamento.
4. Click Baixar a planilha de exemplo. The file is PlanilhaExemploComissaoConfig.xlsx.
5. Use that model spreadsheet. Do not create another from scratch.
6. Keep the first two rows: column names and Obrigatório / Opcional.
7. Fill in data from the third row, one configuration per row.
8. Pay attention to the required fields.
9. Import the file in Importar arquivo (or drag the file). Accepts XLSX, ODS or CSV, up to 8 MB.

Note

Do not change the column order. Do not delete cells, rows or columns. Fill in the cells only, one record per row.

Required fields

The second row of the spreadsheet marks what is required. On each row fill in:

• Faixa Inicio Percentual
• Faixa Fim Percentual
• Percentual da Comissão

The other fields are optional and restrict the rule (salesperson, UF, city, customer, product, price list, branch, person type, quantity ranges).

Manual registration: Registering commission. ERP integration: Table 32 - Commission configuration.