{"id":3936,"date":"2025-11-21T18:40:06","date_gmt":"2025-11-21T18:40:06","guid":{"rendered":"https:\/\/stoneedge.com\/kb\/?post_type=ht_kb&#038;p=3936"},"modified":"2025-11-21T18:40:06","modified_gmt":"2025-11-21T18:40:06","slug":"sales-by-salesperson-commission-report","status":"publish","type":"ht_kb","link":"https:\/\/stoneedge.com\/kb\/articles\/sales-by-salesperson-commission-report\/","title":{"rendered":"Sales By Salesperson Commission Report"},"content":{"rendered":"<h2>Overview<\/h2>\n<ul>\n<li>Introduced in version 8.019<\/li>\n<li>Setup of commission system<\/li>\n<li>The Report shows:\n<ul>\n<li>A Breakdown of individual salesperson&#8217;s commission by order<\/li>\n<li>A Summary and total of each salesperson\u2019s commission at the end<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2>Setup<\/h2>\n<p>Setup for use.<\/p>\n<ol>\n<li>Main Menu -&gt; Settings (gear icon) -&gt; Data Functions -&gt; List Maintenance<\/li>\n<li>Click \u201cUsers\u201d from the list<\/li>\n<li>Make sure salespeople are listed with the \u201cSales People\u201d button toggled<\/li>\n<li>Main Menu -&gt; Order Functions -&gt; Commission Setup<\/li>\n<li>Click \u201cLoad Sales People\u201d<\/li>\n<li>Enter commission percentage for each sales person<br \/>\nEx: 10% = 10<br \/>\n<img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3939\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/Commision-By-Sales.png\" alt=\"\" width=\"384\" height=\"221\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/Commision-By-Sales.png 384w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/Commision-By-Sales-300x173.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/Commision-By-Sales-50x29.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/Commision-By-Sales-60x35.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/Commision-By-Sales-100x58.png 100w\" sizes=\"(max-width: 384px) 100vw, 384px\" \/><\/li>\n<li>Click \u201cSave\u201d<\/li>\n<\/ol>\n<h2>Work Flows<\/h2>\n<h3>Manual Orders<\/h3>\n<ol>\n<li>Main Menu -&gt; Create a New Order -&gt; For a New Customer<\/li>\n<li>Start creating order normally<\/li>\n<li>Find Salesperson section\n<ol>\n<li>Manual Orders top-left<br \/>\n<img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3941\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/Manual-Orders-SalesPerson.png\" alt=\"\" width=\"474\" height=\"46\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/Manual-Orders-SalesPerson.png 474w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/Manual-Orders-SalesPerson-300x29.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/Manual-Orders-SalesPerson-50x5.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/Manual-Orders-SalesPerson-60x6.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/Manual-Orders-SalesPerson-100x10.png 100w\" sizes=\"(max-width: 474px) 100vw, 474px\" \/><\/li>\n<li>ACS top left of light blue box when show \u201cOrder Entry\u201d selected<br \/>\n<img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3937\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/ACS-Sales-Person.png\" alt=\"\" width=\"368\" height=\"56\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/ACS-Sales-Person.png 368w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/ACS-Sales-Person-300x46.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/ACS-Sales-Person-50x8.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/ACS-Sales-Person-60x9.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/ACS-Sales-Person-100x15.png 100w\" sizes=\"(max-width: 368px) 100vw, 368px\" \/><\/li>\n<\/ol>\n<\/li>\n<li>Select Salesperson<br \/>\nNOTE: when used with security salesperson will be automatically assigned<\/p>\n<ol>\n<li>Manual Orders use dropdown<\/li>\n<li>ACS use dropdown<\/li>\n<\/ol>\n<\/li>\n<li>Complete manual order<\/li>\n<li>Save manual order<br \/>\nNOTE: To edit salesperson, follow \u201cImported Orders\u201d section<\/li>\n<\/ol>\n<h3>Imported Orders<\/h3>\n<ol>\n<li>Navigate to desired order on View Orders or AVO screen<\/li>\n<li>Find Salesperson section\n<ol>\n<li>View Orders click \u201cMiscellaneous\u201d next to \u201cAddress\u201d in bottom-left<br \/>\n<img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3940\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/Imported-order-sales-person.png\" alt=\"\" width=\"1483\" height=\"661\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/Imported-order-sales-person.png 1483w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/Imported-order-sales-person-300x134.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/Imported-order-sales-person-1024x456.png 1024w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/Imported-order-sales-person-768x342.png 768w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/Imported-order-sales-person-50x22.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/Imported-order-sales-person-60x27.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/Imported-order-sales-person-100x45.png 100w\" sizes=\"(max-width: 1483px) 100vw, 1483px\" \/><\/li>\n<li>AVO click \u201cMisc Info\u201d from the tab list (defaulted to \u201cPayment Info\u201d)<br \/>\n<img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3938\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/AVO-Imported-Order-sales-person.png\" alt=\"\" width=\"1098\" height=\"640\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/AVO-Imported-Order-sales-person.png 1098w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/AVO-Imported-Order-sales-person-300x175.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/AVO-Imported-Order-sales-person-1024x597.png 1024w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/AVO-Imported-Order-sales-person-768x448.png 768w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/AVO-Imported-Order-sales-person-50x29.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/AVO-Imported-Order-sales-person-60x35.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/AVO-Imported-Order-sales-person-100x58.png 100w\" sizes=\"(max-width: 1098px) 100vw, 1098px\" \/><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<ol start=\"3\">\n<li>Edit salesperson\n<ol>\n<li>View Orders use dropdown<\/li>\n<li>AVO click \u201cEdit\u201d then use dropdown menu<br \/>\nNOTE: if no permissions check associated parameter<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<h3>POS Orders<\/h3>\n<ul>\n<li>Salesperson will default to current POS user<br \/>\n<img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3942\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/POS-Sales-Person.png\" alt=\"\" width=\"1158\" height=\"1345\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/POS-Sales-Person.png 1158w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/POS-Sales-Person-258x300.png 258w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/POS-Sales-Person-882x1024.png 882w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/POS-Sales-Person-768x892.png 768w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/POS-Sales-Person-43x50.png 43w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/POS-Sales-Person-52x60.png 52w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/POS-Sales-Person-86x100.png 86w\" sizes=\"(max-width: 1158px) 100vw, 1158px\" \/><\/li>\n<li>To edit salesperson, follow \u201cImported Orders\u201d section<\/li>\n<\/ul>\n<h3>Report<\/h3>\n<ol>\n<li>Main Menu -&gt; Run My Reports -&gt; Run My Management Reports<\/li>\n<li>Click \u201cSales by Salesperson\u201d from the list<\/li>\n<li>Use dropdown below list to select \u201cSales by Salesperson with Commission\u201d<\/li>\n<li>Filter report as needed<\/li>\n<li>Click \u201cPrint\u201d<\/li>\n<\/ol>\n<h3>Parameters With Impact on this Functionality<\/h3>\n<ul>\n<li>AllowEditSalespersonForManualOrders -&gt; True allows editing of salesperson on manual orders<\/li>\n<li>AllowEditSalespersonForPOSOrders -&gt; True allows editing of salesperson on POS orders<\/li>\n<li>AllowEditSalespersonForWebOrders -&gt; True allows editing of salesperson on manual orders<\/li>\n<li>DefaultToLastSalesPerson -&gt; True allows editing of salesperson on manual orders<\/li>\n<li>ManualOrdersRequireSalesPerson -&gt; True prevents order from being saved without salesperson assigned<\/li>\n<li>ShoppingCartDefaultSalesperson -&gt; Enter salesperson initials (defined on list maintenance) to default specific salesperson for imported orders<br \/>\nNOTE: Should be done on \u201cPC &amp; Cart Based Parameters\u201d screen<\/p>\n<ul>\n<li>Salesperson can be manually changed if editing allowed<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Overview Introduced in version 8.019 Setup of commission system The Report shows: A Breakdown of individual salesperson&#8217;s commission by order A Summary and total of each salesperson\u2019s commission at the end Setup Setup for use. Main Menu -&gt; Settings (gear icon) -&gt; Data Functions -&gt; List Maintenance Click \u201cUsers\u201d from&#8230;<\/p>\n","protected":false},"author":8,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":[],"ht-kb-category":[30],"ht-kb-tag":[161,159,158,162],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.8.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sales By Salesperson Commission Report - Stone Edge Order Manager<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/stoneedge.com\/kb\/articles\/sales-by-salesperson-commission-report\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sales By Salesperson Commission Report - Stone Edge Order Manager\" \/>\n<meta property=\"og:description\" content=\"Overview Introduced in version 8.019 Setup of commission system The Report shows: A Breakdown of individual salesperson&#8217;s commission by order A Summary and total of each salesperson\u2019s commission at the end Setup Setup for use. Main Menu -&gt; Settings (gear icon) -&gt; Data Functions -&gt; List Maintenance Click \u201cUsers\u201d from...\" \/>\n<meta property=\"og:url\" content=\"https:\/\/stoneedge.com\/kb\/articles\/sales-by-salesperson-commission-report\/\" \/>\n<meta property=\"og:site_name\" content=\"Stone Edge Order Manager\" \/>\n<meta property=\"og:image\" content=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/Commision-By-Sales.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/stoneedge.com\/kb\/articles\/sales-by-salesperson-commission-report\/\",\"url\":\"https:\/\/stoneedge.com\/kb\/articles\/sales-by-salesperson-commission-report\/\",\"name\":\"Sales By Salesperson Commission Report - Stone Edge Order Manager\",\"isPartOf\":{\"@id\":\"https:\/\/stoneedge.com\/kb\/#website\"},\"datePublished\":\"2025-11-21T18:40:06+00:00\",\"dateModified\":\"2025-11-21T18:40:06+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/stoneedge.com\/kb\/articles\/sales-by-salesperson-commission-report\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/stoneedge.com\/kb\/articles\/sales-by-salesperson-commission-report\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/stoneedge.com\/kb\/articles\/sales-by-salesperson-commission-report\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/stoneedge.com\/kb\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Sales By Salesperson Commission Report\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/stoneedge.com\/kb\/#website\",\"url\":\"https:\/\/stoneedge.com\/kb\/\",\"name\":\"Stone Edge Order Manager\",\"description\":\"Documentation for the Stone Edge Order Manager\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/stoneedge.com\/kb\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Sales By Salesperson Commission Report - Stone Edge Order Manager","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/stoneedge.com\/kb\/articles\/sales-by-salesperson-commission-report\/","og_locale":"en_US","og_type":"article","og_title":"Sales By Salesperson Commission Report - Stone Edge Order Manager","og_description":"Overview Introduced in version 8.019 Setup of commission system The Report shows: A Breakdown of individual salesperson&#8217;s commission by order A Summary and total of each salesperson\u2019s commission at the end Setup Setup for use. Main Menu -&gt; Settings (gear icon) -&gt; Data Functions -&gt; List Maintenance Click \u201cUsers\u201d from...","og_url":"https:\/\/stoneedge.com\/kb\/articles\/sales-by-salesperson-commission-report\/","og_site_name":"Stone Edge Order Manager","og_image":[{"url":"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2025\/11\/Commision-By-Sales.png"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/stoneedge.com\/kb\/articles\/sales-by-salesperson-commission-report\/","url":"https:\/\/stoneedge.com\/kb\/articles\/sales-by-salesperson-commission-report\/","name":"Sales By Salesperson Commission Report - Stone Edge Order Manager","isPartOf":{"@id":"https:\/\/stoneedge.com\/kb\/#website"},"datePublished":"2025-11-21T18:40:06+00:00","dateModified":"2025-11-21T18:40:06+00:00","breadcrumb":{"@id":"https:\/\/stoneedge.com\/kb\/articles\/sales-by-salesperson-commission-report\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/stoneedge.com\/kb\/articles\/sales-by-salesperson-commission-report\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/stoneedge.com\/kb\/articles\/sales-by-salesperson-commission-report\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/stoneedge.com\/kb\/"},{"@type":"ListItem","position":2,"name":"Sales By Salesperson Commission Report"}]},{"@type":"WebSite","@id":"https:\/\/stoneedge.com\/kb\/#website","url":"https:\/\/stoneedge.com\/kb\/","name":"Stone Edge Order Manager","description":"Documentation for the Stone Edge Order Manager","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/stoneedge.com\/kb\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/ht-kb\/3936"}],"collection":[{"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/comments?post=3936"}],"version-history":[{"count":1,"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/ht-kb\/3936\/revisions"}],"predecessor-version":[{"id":3943,"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/ht-kb\/3936\/revisions\/3943"}],"wp:attachment":[{"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/media?parent=3936"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/ht-kb-category?post=3936"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/ht-kb-tag?post=3936"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}