The following describes how to define the commission amount a sales person should receive.
Scenario
Assume that you want to set up the following in the Salesman commission table:
- The recipient will receive a 2% sales commission based on the net sales value of the ordered quantity.
- The recipient will only earn a commission when selling to customers belonging to a customer group for domestic sales.
- The recipient will be entitled to receive this commission for a limited amount of time.
Prerequisites
Sales persons that receive commissions, have to be defined as salesmen in the Signature table (see About sales commissions for more details).
- Select the Work with salesman commissions menu item.
- On the main panel, click Add.
- You access the detail panel. Complete the following fields:
- Salesman
- Enter the code that identifies your employee to the system. Note: This employee record must exist in the Signature table and must have the Salesman field set to YES.
- Customer group
- Assume the recipient will only receive a commission when selling to a domestic customer. Enter the customer group to which domestic customers are connected.
- Valid from
- Enter the start date. This must correspond to the first day that the sales commission will be tracked.
- Valid to
- Enter the date when the sales commission tracking will expire.
- Commission %
- Enter the applicable commission percentage.
- Comm base amount
- Valid codes are:
- Since the recipient should receive two percent of the net sales value of the ordered quantity, enter 1.
- Changeable
- Indicate if the commission can be changed once it is calculated.
| Code | Commission based on | When commission is calculated |
|---|---|---|
| 1 | Net sales price * quantity | Calculated when the order line is entered |
| 2 | Net sales price * dispatched quantity | Calculated when the pick list is confirmed
if pick lists are not printed then it will be calculated when the invoice is printed. |
| 3 | Invoiced amount | Calculated when the invoice is printed. |
| 4 | Paid amount | Not calculated. The invoiced amount is used as a default value but it can be changed. |
Click OK. Click Back to return to the initial panel. The next time a sales order line is placed in the system for this salesman a commission will be calculated.