Commissions
Settings -> Sales Settings -> Organisation Documents -> +New
Download the Commission Template File
In Tab Commissions
- Cell J11 you can enter a formula to calculate the commission
- Cell K11 will have a formula to calculate your discount
- Cell L11 you can enter an equation to have the Commission % in OR you can have this fill in from the Calculations tab
*NB Disregard all other information on this Excel Tab
In Tab Calculations
- Cell C4 and down is where you have your Inventory Group Codes
- Cell D4 and down is where you have the % Discount
- Cell E4 and down is where the discount changes the commission this discount is entered 100 + 6 will give you 6% (it is set this way to accommodate the times you are adding to the price)
- Cell F4 and down is where the commission % is add in
IE: for Rollers with 6% to 16% discount a commission of 10% is given in the grid below
The % is found in the Calculations Tab but it is not necessary an equations can be set in in Commission tab in column M11
These must be in C D E and F columns
Quote and Ordering whenever you add an item or edit and item the commission is calculated
Reports
- Sales Analysis will show the commission
If you want to change the commission manually
- Banking
- Modify Commissions
- Select the order
- Change values by clicking on the blue column
- Write a note on this if you wish to be recorded in the log
- Update
** If you edit any part of the order after an Manual change then all changes done manually will disappear **.