Function-1: Compute and update sales commission in quotes.
Welcome back folks!
In this week's custom functions series, we've picked a requirement that has often been asked by users!
Business requirement:
In most sales organizations, commissions are an integral part of the extrinsic rewards program, contributing significantly to the sales person’s compensation package. Sales commission is usually calculated as a percentage of revenue generated by the sales person. What if your sales team is enabled with an option to check their sales commission associated with each quote? The first post in 'Automate using Custom Functions' series unravels just that.
A sample scenario:
Let's assume a case where a sales person gets a commission based on the quantity of products she/he sells. I'm sure you agree that this is an important practice in many companies. Internally, there must be records to know just how much commission the sales person received.
Zoho CRM tracks the commission associated with the sale of each product in ‘Commission Rate’, a standard field in the Products module. Using custom functions, this information is pushed to the Quotes module. The commission associated with each line item of the quote is calculated and summed up to find the overall commission associated with that quote.The resultant value is then updated in a custom field in the Quotes module. Pretty convenient right?
Steps to add a custom function:
- Click Setup > Actions under Automation > Custom Functions > Configure Custom Function > Write your own .
- Enter the name of the Custom function. For example: “Calculate commission in Quotes”.
- Select the module as Quotes . You can add a description as well(optional).
- Click “ Free flow scripting ”.
- Copy the code given below.
- Click “ Edit arguments ”.
- Enter the name as “ quoteId ” and select the value as “ Quote Id ”.
- Click Save .
The script:
Code for Version 2.0 API:
quoteMap = zoho.crm.getRecordById("Quotes", input.quoteId.toLong());
productDet = ifnull(quoteMap.get("Product_Details"),"");
value = 0.0;
for each eachProd in productDet
{
qty = (ifnull(eachProd.get("quantity"),"0")).toLong();
productId = ifnull(eachProd.get("product"),"").get("id");
proDetails = zoho.crm.getRecordById("Products", productId.toLong());
commission = (ifnull(proDetails.get("Commission_Rate"),"0.0")).toDecimal();
value = (value + commission * qty);
}
params = map();
params.put("Total_Commission", value);
updateResp = zoho.crm.update("Quotes", quoteId.toLong(), params);
info params;
info updateResp;
——————————————————————————————————————————
Code for Version 1.0 API:
quoteIdStr = input.quoteId.toString();
quoteMap = zoho.crm.getRecordById("Quotes", input.quoteId);
productDet = ifnull(quoteMap.get("product"),"");
productList = productDet.toJSONList();
value = 0.0;
for each eachProd in productList
{
eachProdDet = eachProd.toMap();
qty = (ifnull(eachProdDet.get("Quantity"),"0")).toLong();
productId = ifnull(eachProdDet.get("Product Id"),"");
proDetails = zoho.crm.getRecordById("Products", productId.toLong());
commission = (ifnull(proDetails.get("Commission Rate"),"0.0")).toDecimal();
value = (value + commission * qty);
}
params = map();
params.put("Total Commission", value);
updateResp = zoho.crm.updateRecord("Quotes", quoteIdStr, params);
——————————————————————————————————————————
Note:
- Change the "[field Id]" or "[module]" name to any other module or field name(Custom modules or fields) to fit your requirement.
- Update the commission associated with each product in the Products module.
- Create a custom field in Quotes module where the commission associated with the quote gets updated.
Do try this out and let me know how it worked. If you have questions, ask away. Share this with your team if you think they'll find this useful. See you all next week with another interesting custom function in this series. Until then!
Update: As you must be aware, API V1.0 will be deprecated and support for version 1.0 API will be available only till Dec 31, 2018. Version 1.0 compatible Functions will continue to work until Dec 31, 2019. You're advised to migrated to API Version 2.0 at the earliest. Check this announcement for more. We've updated the post to include the Version 2.0 compatible Function.
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