Before starting, there is some configuration required via Tools > Options > Stock > Stock Pricing. Tick I use Commission Sessions. More refined selections can also be made in this area, such as commission calculation method, etc.
|
|
|
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.
|
Commission values
These are set up on the Details tab of stock codes.
Commission values are comprised of three components:
|
|
Commission floor cost
|
Used when calculating commission based on profit. If a commission floor cost is entered, profit calculations will use this value rather than the actual cost. For example, floor cost $1,000, actual cost $945, profit based on $1,000 floor cost.
|
Commission Percent
|
Percent of commission to be paid depending on commission method. Either price inc, price ex, or profit.
|
Commission Extra $
|
A flat dollar amount paid per stock sold. For example, $100 for every 50 sold.
|
All three components can be combined, for example 10% commission of profit based on floor cost plus an extra $10.
Exclude from Commissions is self explanatory.
Further information
Commission Security
Commission Values and Calculations
Create Commission Session
Commission Session List Mode
Delete a Commission Session
|