Sales and Incentive Management System · a product by Codify Company
Sales, costs and commissions in one place
Designed for companies that sell through a commissioned sales team. Record every sale with its costs, payments and documents; calculate each salesperson's commission under the company's scheme, on invoiced amounts, collected amounts or profitability; keep each running account up to date.
Sales
Manage and review recorded sales
Number of Sales
18
Total Invoiced
US$ 214,860.00
ARS 322,290,000
Total Profit
US$ 53,715.00
ARS 80,572,500
Total Commissions
US$ 6,445.80
Salesperson US$ 5,845.80 · Third parties US$ 600.00
| Sale | Customer | Status |
|---|---|---|
Sale #1042 3 items · 14 units | Aguas del Mediterráneo SA Marcelo Otero | Pending |
Sale #1039 1 item · 2 units | Bahía Tecnología SRL Verónica Paz | Invoiced |
Sale #1031 5 items · 31 units | Cordillera Norte SA Ana Ledesma | Paid |
Sale #1027 2 items · 6 units | Logística del Sur SRL Hernán Ibáñez | Confirmed |
Sales with their real costs
Items, expenses, taxes, payments and documents, with currency and exchange rate per transaction.
Commissions under your scheme
On invoiced or collected amounts or on profitability; by percentage, fixed amount or with third parties.
A running account per salesperson
Commissions, payments and advances, with every adjustment audited.
Standalone or integrated
Works on its own or connected to the ERP, the CRM and other applications through an API documented with OpenAPI.
Modules
What you can do with the system
The screens are organized around the sale: what was sold, to whom, at what cost, how much was collected and which commission applies. Each module adapts to the company's operation.
Sales
Record every sale with its customer, salesperson, date, exchange rate, issuing company and commission, and follow its full detail in tabs: General, Business, Items, Expenses, Taxes, Commissions, Payments, Notes and Files.
- Combinable filters by customer, company, status, dates and salesperson. The query stays in the page address and can be shared.
- A statistics panel recalculated with every filter: count, total invoiced, profit and commissions.
- Supporting documents attached to the sale, with name, size, date and who uploaded them.
Sale #1042
Aguas del Mediterráneo SA · Jul 14, 2026
Customer
Aguas del Mediterráneo SA
Tax ID 30-71234567-9
Salesperson
Lucía Ferrari
Commission 12%
Exchange rate
1,510
USD/ARS of the sale
Sale Total
US$ 18,400.00
AR$ 27,784,000.00
Commission base
US$ 4,650.19
under the company's scheme
Files
2
PO-4471.pdf · Delivery-0012.pdf
Commissions
Commissions under each company's scheme
The system calculates the commission on each sale with the rule the company defines and credits it to the salesperson's running account. Three common schemes, on the same US$ 18,400 sample sale.
On invoiced amounts
A percentage of the sale total, without deducting costs. The simplest scheme to settle.
Sale #1042
On collected amounts
The commission is credited as customer payments come in, in proportion to what was collected.
Sale #1042
On profitability
A percentage of what remains after costs, expenses and taxes, with each component at its own exchange rate.
Sale #1042
Percentage per salesperson or per sale, fixed amount, and third-party commissions for whoever takes part in another's sale. Other schemes are developed on request.
Configuration
Designed to be configured for each company
Sale statuses, the moment the commission is credited, the calculation scheme and the access profiles are defined with each company during implementation.
When the commission is credited
On invoicing, on collection, on delivery or at the status the company chooses. From that moment the commission is part of the salesperson's running account and the sale is closed to editing for them; any later change is made by the administration and is recorded.
Full traceability
No running-account entry is deleted or edited. Every correction is recorded as an adjustment with reason, user, origin and the entry it corrects, and stays in the audit log with its previous and new value. The adjustments report exports to CSV and PDF.
Profiles and permissions
Base profiles for the salesperson, the administration and access management, plus those the company needs: each with what it sees and what it can do. Profiles and permissions are added according to the organization's structure.
Integrations
Connection with other systems and custom development
Works as a standalone system, for companies that have no other, or integrated with the ERP, CRM or invoicing system they already use. And on the same base, the adaptations each operation needs are developed.
API documented with OpenAPI
The system needs no other to operate: it records customers, sales, costs, payments and commissions on its own. When the company already has an ERP, a CRM or an invoicing system, all functionality is available through a REST API documented with OpenAPI, both to send operations and to query them.
Your systems
ERP, CRM, invoicing, other applications
REST API · OpenAPI
Interactive documentation included
/sales/customers/sellers/payments/seller-accounts/debit-credit-notes/brands/usersSavi
Sales, customers, salespeople, commissions and running accounts
Implementation and custom development
The rollout is accompanied by the same team that built the system. When a company needs something the product does not include, it is developed on the same base: integrations with its systems, its own reports, particular commission rules or new modules.
- Integration with the existing ERP or CRM through the API.
- Reports and indicators tailored to sales management.
- Commission rules, profiles and flows specific to each company.
Codify Company
We build custom software for companies. Savi is our first ready-to-implement product. codifyco.com →
Frequently asked questions
What kind of company was it designed for?
For companies that sell through a commissioned sales team and need to know, for each sale, how much was invoiced, how much it cost, how much was collected and how much each salesperson is owed. It records the sale end to end and keeps each salesperson's running account.
How is a salesperson's commission calculated?
Under the scheme the company defines: a percentage of the invoiced amount, of the collected amount or of the sale's profitability; per salesperson or per sale; as a fixed amount or with third-party commissions. Other schemes are developed on request.
When is a commission credited to the running account?
When the company defines it: on invoicing, on collection, on delivery or on closing the sale. Until then the commission is shown calculated in the sale detail, but is not part of the balance.
In which currency are amounts recorded?
In dollars and in pesos, with the exchange rate of each transaction: the sale, each cost, each expense and each payment keep their own, so an operation entered one month is not distorted when the rate changes.
What happens if a sale that was already credited has to be corrected?
An administrative profile modifies it and the system recalculates the running account, recording only the difference as an adjustment with reason, user and audit trail. Nothing is deleted.
Do we need an ERP or a CRM to use it?
No. It works as a standalone system: it records customers, sales, costs, payments, commissions and running accounts on its own. If the company already uses an ERP, a CRM or an invoicing system, it connects to them through the API.
Does it connect with our ERP or CRM?
Yes, through the REST API documented with OpenAPI. The integration with each system is implemented as custom development on that API.
Can it adapt to our sales process?
Yes. The crediting moment, the commission scheme, the profiles, the sale statuses, the reports and the integrations are defined with each company during implementation. Codify Company develops whatever is needed on the same base.
What does each user see?
What their profile allows. By default, the salesperson sees their portfolio, their sales and their running account, and the administration sees everything. Profiles and permissions are added according to each company's structure.
How is the system accessed?
From the browser, with username and password. Credentials are generated when the person is registered and sent by email; password recovery is also by email.
Contact
Request a demo
Fill in the form with your company's details. The Codify Company team will get in touch to schedule a demo of the system.
What the demo includes
- A tour of the sales, customers, salespeople and running-account screens.
- A walkthrough of the profitability and commission calculation on a sample sale.
- A review of the rules, profiles and integrations your company needs.
- demo@codifyco.com
- Phone
- +54 9 11 5853-2003