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The Sales Commission main screen then appears.:
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Add Sales Report
On accessing the plugin main screen, you can now add a sales report where you can record sales information. For this, follow the steps below:
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All the sales commissions are calculated automatically. However, for sales representative managers who did not complete the whole service (red-highlighted in the report), you can manually add the amount of sales he made. To do this, simply enter the amount of sales in the Manual Sales Total colum column in the report.
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Adding sales manually is only available for sales managers. |
Confirm Sales Report
Before transferring the sales report to payroll, sales associates and sales managers must confirm their sales commissions.
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Before proceeding to the sales reports confirmation, make sure the connection to the Electronic Signing WebService is successful. For more information, see Set Connection to E-Sign WebService. |
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To view the report status set to Signed, make sure to refresh the records by clicking Reload select the report to be affected and click Confirm Sales > Refresh on the toolbar. |
Transfer to Payroll
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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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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.
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84 Sales Commission defines a commission a person will receive.
85 Sales IndSales specifies a commission a person sales associate will receive for an individual sale.
86 Commission Correction defines the commission correction after returning an item.
87 IndSale Correction defines the commission correction of individual sales after returning an item.
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84 Sales Commission: (Commission > 0) and (Type=”) and (Correction = 0). The payroll transaction is to be created for any sales representatives under condition that no items are returned.
85 Sales IndSales: (Type='S') and (Commission > 0) and (IndSale > 0) and (Correction =0). The payroll transaction is to be created for sales associates under condition that the amount of individual sales exceeds 0 and no items are returned.
86 Commission Correction: (Type='') and (Correction > 0). The payroll transaction is to be created for any sales representatives under condition that some items are returned.
87 IndSale Correction: (Type='R') and (Correction > 0). The payroll transaction is to be created for sales managers associates under condition that some items are returned.
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