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Exact Synergy Enterprise   
 

Overview of reseller ratings

Menu path

Marketing ? Setup ? Rating: Rule ? Reseller

Introduction

Resellers are rated according to the revenue (contract) they help generate. Resellers generate revenue for your company when they sell your products or services to their customers, and when they buy products or services from your company. The bigger the total contract, the more value the reseller brings to the company. In Exact Synergy Enterprise, ratings used to value resellers are based on the value of the total contract generated by the sales to resellers and sales by resellers to their customers.

Roles and rights

All users are able to access this page to view the reseller ratings. However, to modify rating rules, function right 261 – Maintain rating rules is required. By default, users with the Customer manager role have this function right.

Note:

  • For more details on function rights, go to System ? Setup ? Security ? Function rights.
  • For more details on roles, go to System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 240 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I modify rating rules?

  1. On the page, click the hyperlink of the corresponding reseller under the Rating column.
  2. Make the necessary changes.
  3. Click Save.

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Related documents

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 15.428.646
 Assortment:  Date: 20-08-2014
 Release:  Attachment:
 Disclaimer

Attachments
ESE-OH240-Overviewofresellerratings-final.docx 32.4 KB View Download