Referral Management Plugin Setup Guide
What is AutoCount Referral Management System?
The AutoCount Event Management System is designed to streamline event and appointment management with an intuitive interface. It allows businesses to easily create, track, and manage events, offering features like custom events, recurring schedules, WhatsApp reminders, and event categorization with different calendar types and colors. The system’s flexible calendar view—daily, weekly, or monthly—helps businesses manage time efficiently, while client integration and automated reminders reduce no-shows, ensuring smooth operations and better control over schedules.
What is AutoCount Event Management System?
The AutoCount Referral Management System is a comprehensive solution designed to streamline the management of referral partners, commission plans, and payout claims for businesses. Whether you are handling individual referrers, assigning tiered commission structures, or tracking qualifying sales transactions, this system allows for efficient planning, calculation, and reporting. With features like granular access control, pending transaction searches, automated claim generation, and contribution analysis, it simplifies the entire referral lifecycle, helping businesses reduce administrative workload and eliminate payout errors. The system integrates seamlessly with AutoCount Accounting, ensuring smooth data synchronization with debtors, sales entries, and payment vouchers while helping businesses stay organized and efficient.
Why You Should Use It?
This plugin boosts productivity by keeping your commission workflows organized with automated tracking and rate calculations. It saves time, removes the need for external spreadsheets or manual calculations, and helps ensure nothing slips through the cracks—especially important when managing multiple referrers or handling high volumes of qualifying sales transactions.
Who This Plugin is For?
Businesses that work with external referrers, agents, or introducers (distributors, property agencies, service providers)
Finance and accounting teams managing partner commission payouts and payment vouchers
SMEs wanting automated commission calculations from verified, fully-paid sales transactions
Business owners and managers seeking comprehensive contribution reports to evaluate sales performance and gross profits
How AutoCount Referral Management Plugin Plugin Works
A. Access Rights
1. Administrators assign only the Referral functions required for each user role.
2. Assign the required rights for Referrer, Referral Commission, commission reports, Referrer
Contribution, and Commission Rate Maintenance.
3. Save the access-right changes. Users without the matching rights cannot use the protected action.
B. Referrer Maintenance
Referrer Maintenance stores the referrer information used by referral documents and commission processing.
1. Open Referral > Referrer Maintenance.
2. Click New to add a referrer, or select an existing referrer and click Edit.
3. Enter Referrer Code, LeadSource, Description, Description 2, Phone, Email, IsActive, and Bank Account as required.
4. Save the referrer. Referrer Code cannot be empty and duplicate codes are rejected.
5. Delete a referrer only when it is not in use by a lead, document, or generated commission.
C. Commission Rate Maintenance
Commission Item Rate Maintenance sets commission rates by Item Group, Item Type, or Item Code.
1. Open Referral > Commission Plan Maintenance.
2. Select the required filter type: Item Group, Item Type, or Item Code.
3. Click Edit to create or revise the selected commission item rate.
4. Enter the applicable item Code, Description, Rate and Amount.
5. Save the rate and click Refresh to review the updated rate list.
D. Referral Commission
Referral Commission records and processes commission details for the selected referrer and source
documents.
1. Open Referral > Referral Commission.
2. Create a new commission record or open an existing record, according to your assigned rights.
3. In Pending Referral Commissions, select the Referrer Code and click Search. Tick the required
fully-paid Invoice or Cash Sale transaction.
4. Click Insert to create the Referral Commission. Review the imported transaction details, commission
rate and Total Commission, then save the commission.
E. Referrer Contribution Report
Referrer Contribution Report summarizes contribution information for the selected report criteria.
1. Open Referral > Referrer Contribution Report.
2. Select the required report criteria.
3. Click Preview to review the Referrer Contribution output.
4. Use Print or Export only when the matching report permission is assigned.
Streamlining Scheduling with AutoCount Plugin
The AutoCount Event Management System Plugin is a powerful tool for anyone looking to simplify scheduling and improve productivity. From calendar customization to WhatsApp notifications, it combines flexibility and functionality to deliver a seamless experience. Whether you’re managing a business or your personal commitments, this plugin ensures you stay organized and efficient.
Frequently Asked Questions
How do I control user permissions for the Referral plugin?
Administrators can configure permissions under General Maintenance > Access Right Maintenance > Referral Management Plugin to assign specific rights—such as maintaining referrers, entering commissions, or viewing and printing reports—only to authorized user roles.
Can I delete an existing referrer from the system?
A referrer can only be deleted if the code is not currently in use by a lead, document, or previously generated referral commission.
Can duplicate Referrer Codes be used?
No, the Referrer Code cannot be left blank and duplicate codes will be rejected by the system upon saving.
How are commission rates configured?
Commission rates are set under Referral > Commission Plan Maintenance, where you can define payout amounts or percentage rates filtered by Item Group, Item Type, or specific Item Code.
Which sales transactions qualify for referral commission generation?
In the Pending Referral Commissions screen, only fully-paid Invoice or Cash Sale transactions associated with the selected referrer can be converted into commission claims.
Can referral contribution reports be printed or exported by all users?
No, users can only preview, print, or export the Referrer Contribution Report if the matching report permissions have been assigned in Access Right Maintenance.
Start Your Referral Management Plugin Today!
This plugin enables us to manage referrer profiles, configure item-based commission plans, and process commission claims from completed sales transactions. We can efficiently calculate payouts, maintain referrer records, and gain valuable performance insights through comprehensive contribution reporting.