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Description
ReliaTerm offers a fully mobile sales application that incorporates payment processing features. Meanwhile, ReliaScan provides comprehensive mobile inventory management with the ability to function offline. Additional tools include Co-Pilot, the Dash “Owners report,” point of sale systems, and customer relationship management (CRM) capabilities. The platform also supports inventory control, product management, and pricing management, along with generating aged inventory reports and facilitating purchasing processes. It includes features for bar code labeling and tracking serial numbers, as well as scanning products upon receipt and during dispatch. The system generates reports on transfers and necessary moves, manages commissions and spiffs, and tracks Electronic Service Contract (ESC) submissions, including missed ESC reports. Additional functionalities consist of a cash-out journal, accounts receivable aging statements, customer deposit reports, and tools for delivery dispatch and scheduling. Users can access commission reports, inventory and accounts receivable status reports, sales tax reports, and general ledger integration. Financial statements are produced, and the platform integrates seamlessly with QuickBooks. It also features drill-down reporting tools that are exportable to Excel and searchable using Control-F. Vendor instant rebate program tracking is included, and ReliaServ is a dedicated mobile application for technicians that operates on both iOS and Android devices, allowing for scheduling and dispatching based on location. The flexibility and range of features provided by this suite make it an essential asset for businesses seeking efficient management solutions.
Description
SalesRepFielder is an effective commission management tool designed for QuickBooks Online that analyzes your invoices along with the transferred sales-rep field, applies your specified commission guidelines, generates detailed statements for each representative, and seamlessly integrates the necessary journal entries into your accounting records. This software is particularly advantageous for bookkeepers, accounting firms, and small businesses utilizing QBO.
THE ISSUE. One significant drawback of QuickBooks Online is the absence of a Sales by Rep report. For those who transitioned from the Desktop version, the conversion process resulted in the REP field being transferred as a custom dropdown with only initials, which remains unlinked to any employee records. As a workaround, many users resort to a monthly commission spreadsheet that tends to be overlooked during audits.
WHAT IT OFFERS. SalesRepFielder seamlessly interfaces with QuickBooks Online to extract data from invoices, sales receipts, payments, credit memos, and refund receipts, including the imported rep custom field. The platform supports a variety of commission structures through clearly defined rules, such as flat rates, tiered systems, per-deal rate lookups, margin-based calculations, quotas and performance targets, bonuses, SPIFF periods, splits, pools, manager overrides, caps, and clawbacks. This comprehensive approach ensures that all aspects of commission management are covered efficiently.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
QuickBooks Online
Pricing Details
$20 per month
Free Trial
Free Version
Pricing Details
$20/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Reliable Softworks
Founded
2007
Country
United States
Website
www.reliablesoftworks.com/reliasale/
Vendor Details
Company Name
Dire Syzygy
Founded
2026
Country
Mexico
Website
salesrepfielder.com
Product Features
Point of Sale
Barcode Scanning
Commission Management
Cryptocurrency Support
Customer Account Profiles
Discount Management
Electronic Signature
Gift Card Management
Loyalty Program
Multi-Location
Restaurant POS
Retail POS
Returns Management
eCommerce Integration
Retail Management
CRM
Commission Management
Email Marketing
Employee Management
Loyalty Program
Mail Order
Merchandise Management
Multi-Location
Order Management
Purchase Order Management
Reporting/Analytics
Returns Management
eCommerce
Product Features
Commission
Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions