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Table of Contents indent Circle exclude Overview
Commission Calculation
Commissions calculated on discounted value
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Each product is setup with commission paid depending on the discount applied to the order items
Example If a Blind is discounted between;
0-5% xx% commission is paid
5 5-15% xx% commission is paid
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Each line items discount is calculated as a "variance" (the discount includes Customer Group discounts and discounts applied to the total value of the order. If you want to exclude customer group discounts you will need to edit the discount formula using a Vlookup)
The variance will fall under 1 of the above discount tiers, and the commission is applied to that line item according to the tier.
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Each product is setup with commission paid depending on the GP of the order item.
Example If a Blinds GP is between;
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Each line items GP is calculated depending on the cost and price of the product, the GP will fall under one of the above tiers and the commission is applied to that line item according to the tier
Commission setup
Settings -> Sales Settings -> Organisation Documents -> +New
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In Tab Commissions you can edit the below formulas to Calculate the commission accordingly
- Cell J11 A11 you can enter a formula to calculate the commission
- Cell K11 B11 will have a formula to calculate your discount
- Cell L11 D11 you can enter an equation to have the Commission % in OR you can have this fill in from the Calculations tab (in the example below the heading is GP% Discount this can alternatively be discount) GP if you require)
If you do not want to include customer group discounts in your commissions you can use column I11, Create a Vlookup to lookup the discount group and discount % and minus the customer discount from your discount% in column B11.
*NB Disregard all other information on this Excel Tab prior to column J After D (this is imported to give an example on how the commission will calculate)
In Tab Calculations
- Cell C4 and down is where you have your Inventory Group Codes
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- Cell F4 and down is where the commission % is added in
IE: for Rollers (ROLL) with 6% to 15% discount a commission of 10% is given (see the grid below)
The % is found in the Calculations Tab but it is not necessary, an equation can be set in in Commission tab in column M11
These must be in C D E and F columns
Commissions Tab - Need to know
When calculating the commissions the below fields are populated in the spreadsheet as per description
| Field | Description | |
|---|---|---|
| Unit Cost | This is a single item and is not multiplied by the QTY | If you use Unit cost in your formula and your products include QTY then you will need to edit your formula to multiple the unit cost by the QTY |
| RRP | The RRP column is either inc or ex GST depending on the setup of pricing. This is a single item and is not multiplied by the QTY | If you use RRP in your formula and your products include QTY then you will need to edit your formula to multiple the RRP by the QTY |
| Amt | Amount is ex GST | |
| Discount | Discount is ex GST |
Commission Report
Sales Analysis will show the commission in the last column the the RHS
Editing the commission manually
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- Write a note on this if you wish to be recorded in the log
- Update
** If you edit any part of the order after a manual commission change then all adjustments done manually will be removed **.
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FAQ
- When is the commission calculatecalculated? Quote and Ordering - when you add an item or edit and an item the commission is calculated.
- How can you get the commission to recalculate? Under quoting re apply the total value Open the quote, click Apply in the Total/Discount value box and this will re calculate the commission in the sales analysis report
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Template->
Generic commissions including both discounts_Commissions_BUZ_.xlsm
View file name Commission Setup.pdf height 250