Editing an Existing Period – Advanced Features

If, for editing procedure, more specific updates are required, proceed as follows:

  1. Press the Edit Period  button. The Edit (1) selection box is shown
  2. Perform the request changes in the several data boxes (2) [Period Name / Description / Start Date / End Date]
  3. Press Advanced (3) in the Edit screen (1) after inserting all other definitions. The Advanced options are displayed at the bottom of the screen.

  1. Click Load (3) if you want to select a specific period for the commission plans.
  2. Press Load From (4) drop-down menu to select the period.
  3. Press the Period Lock (5) to lock (or not) changes in the selection. Three options are available:
  • Not Locked
  • Locked for Managers
  • Locked for All
  1. Press the Update  (6) button. A [Data has been saved] green banner is shown at the upper right-hand area in the screen, indicating successful procedure.  The changes are now shown in the updated period.



Was this article helpful?
0 out of 0 found this helpful


Joopy to grow your sales

Your first step to even better results.