Sales By Salesperson Commission Report

Overview

• Introduced in version 8.019
• Setup of commission system
• The Report shows:
  • A Breakdown of individual salesperson’s commission by order
  • A Summary and total of each salesperson’s commission at the end

Setup

Setup for use.

1. Main Menu -> Settings (gear icon) -> Data Functions -> List Maintenance
2. Click “Users” from the list
3. Make sure salespeople are listed with the “Sales People” button toggled
4. Main Menu -> Order Functions -> Commission Setup
5. Click “Load Sales People”
6. Enter commission percentage for each sales person
   Ex: 10% = 10
   
7. Click “Save”

Work Flows

Manual Orders

1. Main Menu -> Create a New Order -> For a New Customer
2. Start creating order normally
3. Find Salesperson section
   1. Manual Orders top-left
      
   2. ACS top left of light blue box when show “Order Entry” selected
      
4. Select Salesperson
   NOTE: when used with security salesperson will be automatically assigned
   1. Manual Orders use dropdown
   2. ACS use dropdown
5. Complete manual order
6. Save manual order
   NOTE: To edit salesperson, follow “Imported Orders” section

Imported Orders

1. Navigate to desired order on View Orders or AVO screen
2. Find Salesperson section
   1. View Orders click “Miscellaneous” next to “Address” in bottom-left
      
   2. AVO click “Misc Info” from the tab list (defaulted to “Payment Info”)
      

3. Edit salesperson
   1. View Orders use dropdown
   2. AVO click “Edit” then use dropdown menu
      NOTE: if no permissions check associated parameter

POS Orders

• Salesperson will default to current POS user
  
• To edit salesperson, follow “Imported Orders” section

Report

1. Main Menu -> Run My Reports -> Run My Management Reports
2. Click “Sales by Salesperson” from the list
3. Use dropdown below list to select “Sales by Salesperson with Commission”
4. Filter report as needed
5. Click “Print”

Parameters With Impact on this Functionality

• AllowEditSalespersonForManualOrders -> True allows editing of salesperson on manual orders
• AllowEditSalespersonForPOSOrders -> True allows editing of salesperson on POS orders
• AllowEditSalespersonForWebOrders -> True allows editing of salesperson on manual orders
• DefaultToLastSalesPerson -> True allows editing of salesperson on manual orders
• ManualOrdersRequireSalesPerson -> True prevents order from being saved without salesperson assigned
• ShoppingCartDefaultSalesperson -> Enter salesperson initials (defined on list maintenance) to default specific salesperson for imported orders
  NOTE: Should be done on “PC & Cart Based Parameters” screen
  • Salesperson can be manually changed if editing allowed