How to automate the sales flow and commission calculation, integrated with your ERP
In Jestor's sales order generator, products, customers, and reps registered in Omie show up automatically on the sales screen, and once a deal is closed, the value is posted to the ERP and the rep's commission is calculated and paid through payables.
Why does automating sales and commissions with the ERP matter?
Without this bridge, someone has to manually post the sale to the finance system after it's closed, and calculate the commission separately, opening the door to errors and delays in paying the rep.
How does Jestor automate sales and commissions with Omie?
- Products, customers, and reps created in Omie, or directly in Jestor, show up automatically available on the new-sale screen.
- When building a sale, the rep chooses the customer, items, and quantities; the total value is calculated based on the price already registered.
- A commission percentage can be set per customer, calculated automatically on the value of the closed sale.
- Clicking "close deal" automatically sends the data to Omie, generating the corresponding financial entry.
- As soon as the customer's payment is confirmed, a payable for the rep's commission is generated automatically.
| Step | Automatic action |
|---|---|
| Sale closed | Financial entry posted to Omie |
| Payment confirmed | Commission payable generated |
To configure this automation:
- Connect the sales template to your Omie account via the native integration.
- Set the commission percentage per customer.
- Let the sale-closing flow trigger the corresponding financial entries in the ERP.
What's the ERP's role in this integration?
Jestor organizes the sales process and commission calculation, but the financial posting, invoicing, and fiscal side remain Omie's job — the same logic applies to anyone using Conta Azul.
Why choose Jestor to connect sales and commissions to your ERP?
Having sales, commission, and financial posting connected in a single sequence keeps reps from waiting days to get paid.
Frequently asked questions
Is the commission calculated automatically when the sale closes?
Yes, based on the configured percentage and the sale's total value.
Do sale details need to be posted manually in Omie?
No, the posting is automatic when the sale is closed in Jestor.
Is commission payment also automated?
The commission payable is generated automatically once the customer's payment is confirmed.
Does this flow only work with Omie?
The example uses the native Omie integration; the same operational logic applies to anyone using Conta Azul.
Reference video
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