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.
The Sales Commission plugin is a tool that allows calculating and processing the amount from the individual sale or net sales of the voyage. Typically sales associates and sales managers are responsible for selling products to passengers onboard the ship. Once the sales are made, they are recorded and an involved salesman gets a commission based on the payscale rate.
Functionality
The section will teach you how to operate the plugin.
To get started, first, open the plugin. For this, switch to the Tools ribbon tab and click the Import button. From the drop-down list, select Sales Commission:
The Sales Commission main screen then appears:
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:
Click Add on the toolbar. This opens the Add Sales dialog:
Within the dialog, fill in the following fields:
Vessel. From the drop-down list, select a vessel where the store is located.
Start date. In the calendar picker, select the date when the voyage starts.
End date. In the calendar picker, select the date when the voyage ends.
Target. Click the More button to view the Select Target dialog, where you can select the target to be applied:
Passenger count. Enter the number of passengers on the vessel.
Passenger audit.
Sales total. Enter the total of sales acquired within the selected date range.
Sales audit.
When completed, click Save.
You can only select the Target that falls within Start date and End date.
The number of passenger will be multiplied by the Target you defined from the Settings.
The Passenger audit and Sales audit can be null and be defined later when you modify the Sales Report.
As a result, a sales report appears on the main screen of the plugin.
Take a minute to cover the video that explains how to add sales reports:
Edit Sales Report
To edit the created sales report, follow the steps below:
Select the report that you want to edit and click Modify on the toolbar. This opens the Modify Sales dialog:
Within the dialog, introduce the required modifications.
Click Save to proceed.
The Passenger audit and Sales audit records do not take part in any calculation in the sales report.
As a result, the modified report appears in the grid.
Take a minute and watch the video that covers the procedure:
Delete Sales Report
To delete the created sales report, follow the steps below:
Select the report that you want to delete and click Delete on the toolbar. This opens the Confirm dialog:
Within the dialog, click Yes to proceed.
You can delete a sales report even if it has already been transferred to payroll.
Take a minute and watch the video that covers the procedure:
Add Individual Sales
In the sales report, you can specify the sales made by each sales representative in the defines date range. For this, proceed with the following steps:
In the Ind sale column, double click the cell and enter a number.
Press Enter to save the records.
The Total Ind sale amount must be equal to or less than the total amount of sales.
Take a minute and watch the video that covers the procedure:
Transfer to Payroll
Once the sales report is completed, you can now send it to payroll in order to pay off sales commissions. To do this, follow the steps below:
Select the report to be affected.
Click Transfer to payroll on the toolbar.
As a result, you can see the transfer in progress:
Take a minute and watch the video that covers the procedure:
Return Item
A customer is eligible for returning items in the defined date range. To display the changes in the report, follow the steps below:
In the report, select the record to be affected and click the Return and Item button on the toolbar. This opens the Add Returned Item dialog:
In the dialog, specify the price of the item that has been returned.
Click Save to apply the changes.
As a result, a new row appears in the report:
The added row displays the following information:
In the Return column, the amount deducted from the Ind sale record.
In the Type column, the row is marked with letter R that stands for Return.
In the Type column, we categorize each column ‘S' for Sale and ‘R’ for Return. If it’s Null, it means the commission is from the Sales Total.
Returning items is only applicable in case the sales report falls within the returning days. For more information, see Settings.
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Return an Item and Delete the Returned Item
Housekeeping
Download the Plug-In
Please click the link to download Sales Commission
Installation
Please view this document of Install APM Plugin
Settings
Define Targets
Add Target:
You can add as many targets as you want.
You can only delete a target if the target hasn’t been used by any Sales Report else you won’t be able to modify and delete it.
There were three targets, this is multiplied by the number of passengers.
If the passenger is 1000, this will be multiplied by the target (1.75), stretch (2.25), and super stretch (3.0) this amount is in USD.
The level of the Netto Sales will depend on whether it hit the target amount.
Assign Color:
You can assign a color to the targets, it is easier to define if the Netto Sales met the target.
Days an item can be returned:
There is a policy of return, this can be applied as well to the individual sales.
An item can’t be returned once it met the maximum number of days it can be returned.
If it met the maximum number of days, the individual sales can no longer be modified.
Define Payroll Fields
APM Payroll Module > Payscale
We need to define first which rows are reserved for the Sales Commission. In the image below, we allocated row Rates from 20 to 25.
Rows 20 to 23
Four (4) levels of commissions:
Missed (row 20)
Target (row 21)
Stretched (row 22)
Super Stretch (row 23)
Row 24
This defines if the commission is from the overall Netto Sales.
If 24 Overall = Y it means the commission is from Netto Sales,
If 24 Overall = N then the commission is from the Individual sales (IndSale)
Row 25
If you want the position to be able to receive a commission, you set Eligible for comm = Y
Plugin Settings
Since we reserved these rows from the Payscale Code, we assign the rows accordingly in the plugin. The plugin will automatically pick these commissions based on the pay scale rate of a person.
Please make sure that you reserve these rows only for Sales Commission, you can’t set different rows for each Payroll Table.
Define Payroll Transactions
When we Transfer to Payroll the Sales Report, this will be saved to the reserved Entry Code we defined in the APM Payroll Module > Entry Codes.
Above we reserved L84 to L87 to Sales Commission.
L84 is for the Sales Commission (Commission) a person will receive.
L85 is the individual sales (IndSale)
L86 is for the Commission Correction, once there’s a returned item, the new commission will be added here.
and L87 is for the Individual Sale Correction, this will be the new amount once the returned item was subtracted.
