Commission setup
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 (in the example below the heading is GP% this can alternatively be discount)
*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
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 an Manual change then all changes done manually will disappear **.
Commission Calculation