Commission sessions provide a way to calculate and reconcile commission paid to staff. Commission can be calculated at a job total or individual stock level, and a percent of commission paid can be based on sell price (including or excluding tax) 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 records or promotions.
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Note: The Commission Session is a way to assist with the calculating, managing and reconciling of commissions only. The actual payment of commission is handled as per normal via a cheque entry or general journal. |
▪Paid at a job and RFC (strict RFC only) level, based on selection criteria – branch (if branches are enabled), account manager, job type, etc. 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. For example, no commission is paid on labour or freight, etc. ▪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 Commission Session. ▪No limits to how many sessions per period (eg. one session per account manager). |
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Note: Commission calculation for kits is based on the individual stock within the kit, not the kit itself. |
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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. |
Further information