I am trying to customise ERPNext for a Business that earns through commission. For eg an insurance agent.
The product of Life insurance is sold to a customer. However, commission is recieved from LI company than a customer. Therefore invoices will be for the LI company rather than customer.
How to model such a customization?
The customer is not the customer.
The LI Company is the customer.
The Agent doesn’t sell the LI.
The Agent sells the service to the LI company.
How do I model my client as a new doctype? because I want my client to be a portal user as well
Initially i was thinking to add the LI company as a supplier and item as commission income
Your customers are the insurance companies, as the commission you earn will be your revenue. Thus, you could have items you could bill to the insurance company. But this information should not be accessible for the referred customers.
The referred customer could be a portal user, which you may set up as a new role. This way you are not confusing who is your customer and who is not. You need to define which information the portal user has access to.
The question is, how are you going to connect the referred insurance policy with the portal user? Where is this information going to be stored as you are invoicing the insurance company? Do you keep records of the insurance type and details for the portal user? If so, in which doctype will this information be stored. You may need to set up a new doctype and allow access to this for the referred customer/portal user, which should be a straight forward process.
That would be the approach, I would try. However, I’m not an ERPNext expert, they might have other suggestions.
All the Best!
Yes , that way.the implementation can happen, if this is the case, integration with the CRM changes, for me lead is the referred customer and will have to make these changes in CRM as well?