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Commissions Setup and Reporting V8

Introduction

This article will define how to setup the commission process, and introduce you to the Route Commission and Sales Commission reports.  It is important to note that all commissions are calculated based on the products sold on each invoice.

NOTE:  If you use the Sales Commission Report, you do not need to go through the initial setup as shown below with commissions. It goes solely based off of product sales on an invoice.

 

Setup

When going through the setup, your commission will start to report from that point moving forward after posting. You will not be able to go back for prior dates to review commission from a period before you setup the commission class codes on a product.

 

Commission Class Codes

Commission Class Codes are used to define the types of commissions that will be paid to your employees, and can be found under Lists > Employee Setup.

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Fields:
Class:  Enter a single digit character that will represent the Commission Class Code.
Description:  Enter a description for the Commission Class Code.

 

Establish a single character code and description for the type of commission that will be used.   Repeat this step for each Commission Class Code needed.

 

 

Establishing Commissions on Products

After your Commission Class Codes have been created, it is necessary to assign each code directly to the product that qualifies for the commission. Do note, that once 

Pull up a commission based product under Lists > Product Codes > Product Charge Codes, and select the Accounting tab.  

In Modify mode, select the desired Commission Class Code from the drop-down list, and click Save.

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Repeat this step for each commission based product.

 

Applying Commission Rates to Employees

Once the Commission Class Codes have been assigned to each commission based product, it is necessary to establish the classes and rates that will apply to each employee individually.

Navigate to Lists > Employee Setup > Employees, and click on the Commissions tab.

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In Modify mode, select the Add key, and assign the desired Commission Class Code to the employee from the drop-down list.

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Additionally, enter the rate of commission as a percentage, or flat rate amount, in the ‘Rate’ field.  Also, select whether the rate is calculated as a Percentage or Unit (dollar amount per), per item:

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NOTE:  When using the Percentage option, a 5 % commission is entered as ‘5.0000’.

Click Save to add the commission to the employee.   Repeat this step if the employee qualifies for more than one commission.

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NOTE:  Each employee can be assigned to multiple commission classes and rates, giving you more flexibility.

Reporting

Route Commission Report

The primary report for employee earned commissions can be found under Reports > Management Reports > Route Commission Report.   

This will report commissions since the time that you setup your commission class codes on products. If you recently setup a commission class code, it will not go back to prior periods to report when the class code was not setup.

NOTE:  If you are generating a report based on a Sales Person (1, 2, or 3), the employee must be assigned to each account they are collecting commissions for under Lists > Customer Information > Info tab.

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Fields:
Sort Option 1:  This option is defaulted for you.  This report can only be printed by Employee ID.
Change Branch:  If you are logged into multiple branches, this option may be shown and allows you to re-select the branches to include in the report instead of having to completely exit the report.
Employee:   Select the range of employees to include in the report.
Select the type of employee to run this report for from the list:
  • Drivers
  • Sales Person 1
  • Sales Person 2
  • Sales Person 3
Commission:  Select the range of commission codes to include in the report.
Route:   Select the range of routes to include in the report.
Chrg. Code (Only if Show Detail is selected):  Enter the range of product charge codes to include in the report.
Un-posted Invoices Only:  Use this option to only include invoices that have not been posted on the report.
Include Inactive Employees:  Select this option to include employees with a release date on the report.
Show Detail:   Selecting this box will bring up the Product Charge Code filter.  This way you may select details for certain products.
Suppress Empty Commission Classes:  Choose this option to remove commission classes without any activity.
Summary:  Check this box to obtain a summary report only.
Calculate Commission Based on Weight/Gallons:  Check this option to add a Weight/Gallons and Commission Rate * Gallons/Weight columns to the report.
Use Variable Selling Price:  Uses the Variable Selling Price table to calculate commission (RMRDGLSTCOMMLVL). This option is hidden if this file is empty.
Include Weight: Check this box to Include Weight in the report.
Use Variable Selling Price: Check this box to include the Variable Selling Price.
Invoice Date:  Enter the range of invoice dates to include in the report.  The primary invoice is typically the current month.
Include Beginning Balance:  Select this box to include beginning balance on the report, these totals are established within the employee setup screen.

 

 

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Sales Commission Report

If your company pays commission to sales reps assigned to each account, this report can be used to calculate commissions based on the percentage entered manually for a given date range. 

The Sales Commission Report can be found under Reports>Management Reports>Sales Commission Report.

NOTE: this report does not go off of the commission class code setup as shown earlier in this section. It is solely based on sales on invoices.  

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Fields:
Sort Option 1:  The sort option is defaulted for you.  This report can only be sorted by Employee ID.
Salesman:  Select the range of sales reps to include in the report.
Charge Code: Enter the range of product charge codes to include in the report.
Sales Rep:  Select what sales rep field to use as the Salesman.
Driver:  Select what Driver field to use as the Salesman.
Commission Rate:  Enter the commission rate (percentage) that should be used in calculating the sales rep(s) rates.
Customer Start Date:  Enter the customer start date range to include in the report.
Invoice Date:  Enter the invoice date range to include in the report.
Include Weight/Gallons:  Click on the box to include the product weight calculation on the report. 
Show Cost Information:  Click on the box to include the product cost information on the report.
Include Past Due Customers:  Click on the box to include past due customers on the report.
Paid Invoices Only:  Choose this option to only show Paid Invoices on the report.