Overview
The BUZ commission module calculates the commission on a line item by order line basis, different commission percentages for Inventory Group and discount percentage off RRP the discount is a combination of Customer Discount and the casual discount given by the rep in entering the order. Alternatively commission can be calculated on GP for each line item.
On this page:
Commission Calculation
Commissions calculated on discounted value
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
5-15% xx% commission is paid
16-25% x% commission is paid
26% > 0% commission paid
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.
Commissions calculated on GP
Each product is setup with commission paid depending on the GP of the order item.
Example If a Blinds GP is between;
39% > xx% commission is paid
36-38% xx% commission is paid
32-35% x% commission is paid
29% x% commission paid
< 29% 0 Commission is paid
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
Download the Commission Template File
This will give you a template with the formulas setup to calculate commission on discount
In Tab Commissions you can edit the below formulas to Calculate the commission accordingly
- Cell A11 you can enter a formula to calculate the commission
- Cell B11 will have a formula to calculate your discount
- Cell 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 Discount this can alternatively be 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 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
- Cell D4 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 E4 and down is formulated to give you Inventory code plus Discount
- 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
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 a manual commission change then all adjustments done manually will be removed **.
FAQ
- When is the commission calculated? Quote and Ordering - when you add an item or edit an item the commission is calculated.
- How can you get the commission to recalculate? Open the quote, click Apply in the Total/Discount value box and this will re calculate the commission.
Template->
Generic commissions including both discounts_Commissions_BUZ_.xlsm