Commission Sessions |
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Commission Sessions provide a way to calculate and reconcile commissions paid to staff. Commissions can be calculated at a job total or individual stock level, and percent of commission paid can be based on sell price inc, sell price ex or profit. Commission can also be manually entered before or after a job is invoiced, and can be automatically added to a job or quote when entering stock with default commission values, if entered from stock (record) or promotions.
Individual stock codes can be excluded from commission calculations, for example no commission is paid on labour or freight, etc.
Commission Features ▪Can be performed on a company by company basis. ▪Paid at a job and RFC (strict return from customer) level, based on selection criteria – branch (if branches are enabled), account manager, job type, etc.. ▪Commission can be at a job/RFC total or at a stock code level. ▪Commission percentage can be calculated from sell price (ex or inc), or profit. ▪Profit can be on actual cost or a commission floor cost. ▪Stock codes can be excluded from commission calculations. ▪Commission can be paid to Name, Account Manager or a selected user. ▪Commission values can be defaulted by stock, promotions or manually entered prior to invoicing. ▪A flat extra dollar amount can also be paid (ie. 5% commission based on floor cost + $10). ▪Commissions can be partly reconciled over a period prior to creating a Commission Session. ▪Complex commissions can be externally calculated and the related jobs can be updated via a session. ▪No limit to how many sessions per period (eg. one session per account manager).
Before starting with Commission Sessions, it needs to be configured via Tools > Options > Stock > Stock Pricing.
Right click options in the Commission Sessions List
Right click options in the Nav Tree
After the top 3 (which are self explanatory), these options mirror what is on the ribbon in the Management tab, except for the last tab, which will reset all tabs to the default.
For further information and instructions please follow these links: |