Prior to setting up security, go to Tools > Options >Stock > Stock Pricing on the ribbon and tick I use Commission Sessions. More refined selections can also be made in this area, such as commission calculation method, etc.
Option |
Default Value |
Description |
|---|---|---|
I use Commission Sessions |
Unticked |
Tick to enable Commission Sessions. |
Calc commission based on |
Stock |
Select the default way to base calculated commissions on: ▪Stock – Commission is calculated at a stock level ▪Job – Commission is calculated at a job total level. |
Commission calc method |
Profit |
Select the default method to calculate commission on: ▪Price Inc ▪Price Ex ▪Profit. |
Pay to |
Account Manager |
Select the user the commission is payable to: ▪Account Manager ▪Name ▪Other. |
Start Commissions From |
blank |
Enter a date here to filter out jobs invoiced prior to this date. |
Pay on |
Date Out |
Choose from pay on the date out or the date paid. |
Fully Paid |
Unticked |
When ticked, include only fully paid jobs in Commission Sessions. |
Total <> 0 |
Unticked |
Unticked, include jobs with a non-zero value. |
The following security settings should be reviewed for all users prior to using Commission Sessions:
On the ribbon, go to Tools > Security > Stock > Commissions, and tick/untick based on users/user groups.
Allow access to commission sessions under Management
Allow access to commission value on jobs
Under Tools > Security > Jobs > Commissions, tick/untick:
▪View Commission Values
▪Edit Commission Values
▪View other Users' Commission Values
▪Edit other Users' Commission Values
▪View other Account Managers' Commission Values
▪Edit other Account Managers' Commission Values.
Allow access to commission values on quotes
Under Tools > Security > Quotes > Commissions, tick/untick:
▪View Commission Values
▪Edit Commission Values
▪View other Users' Commission Values
▪Edit other Users' Commission Values
▪View other Account Managers' Commission Values
▪Edit other Account Managers' Commission Values.
Allow access to default commission values on stock
Under Tools > Security > Stock > Commissions, tick/untick:
▪View Commission Values
▪Edit Commission Values
Allow access to default commission values on promotions
Under Tools > Security > Stock > Stock Promotional Pricing > Commissions, tick/untick:
▪View Commission Values
▪Edit Commission Values
|
Due to the sensitive nature of commission, it is suggested to only enable commission-related security for management. For sales staff, at a minimum, set View Commission Values only as required. |
Further information