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Description
A sales commission is a key aspect of sales compensation meaning the amount of money a salesperson earns based on the number of sales made. The commission usually stands for an additional amount that often complements a standard salary.
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Returning items is only applicable in case the sales report falls within the returning days. For more information, seeSet Return Period. |
In case a returned item has been added to the report by mistake, you can easily remove it. To do this, simply select the returned record and click Delete Returned on the toolbar.
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Once the defined period has passed, an item is not eligible for returning and sales can no longer be modified.
Define
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Payscale Rates
To pay off a commission, it is first required to define the rows reserved specifically for the Sales Commission plugin in the Payroll module. To do this, navigate to the Payroll module > Payscales.
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In the image above, the Sales Commission rows are listed from 20 3 to 258. Below you can find the description of the rows.
Rows 3-8 are given as example. You can reserve any Payscale Rate rows that are available in your system and define them in the Sales Commission plugin settings respectively.
Rows from 20 3 to 23 6 contain levels of commissions:
Missed (row 203)
Target (row 214)
Stretched (row 225)
Super Stretch (row 236)
Row 24 7 defines whether the commission is calculated based on the overall Netto Sales or individual Individual sales.
Overall = Y means the commission is calculated based on the Netto Sales.
Overall = N means the commission is calculated based on the Individual sales (IndSale).
Row 25 8 defines where the selected position is eligible for the commission:
Eligible for comm = Y means the commission is to be paid off.
Eligible for comm = N means the commission is not applicable.
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Make sure to reserve the same row numbers for the Sales Commission plugin on each Payscale Table. |
Once reserved, the rows in the Payscale Code grid, assign the rows in the plugin accordingly. The plugin will automatically pick these commissions based on the pay scale rate of a person.
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Make sure to reserve the mentioned rows only for the Sales Commission plugin. It is not recommended to set different rows for each Payroll Table. |
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Define Payroll Transactions
On transferring the sales report to the Payroll module, the data will be saved to the reserved Entry Code defined in the Payroll module > Entry Codes. The L84 to L87 entry codes reserved to
Entry Codes
Entry Codes 3 and 4 are reserved for the Sales Commission plugin.
L84 EC 3 Sales Commission stands for is defined as a commission a person will receive.
L85 Sales IndSales stands for an individual sale.
L86 Commission Correction stands for the commission after returning an item.
L87 IndSale Correction stands for the individual sale after returning an item.
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EC 4 Sales Commission correction is defined as a correction of commission after returning an item.
ECs 3-4 are given as example, you can reserve any Entry Code numbers available in your system and define them in the Sales Commission plugin settings respectively.
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“Create Entry when” rule
Add rules for “Create Entry when” to identify when the payroll transaction will be created. For example:
EC 3 Sales Commission create entry when (Commission<>'0' and Correction='0' and Type<>'R')
EC 4 Sales Commission correction create entry when (Correction='0' and Type='R')
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Fields Assignment
On each Payroll Transaction define the fields assignment to create a link between Commission module values and Payroll module entry fields.
For example:
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