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Commissions

This function allows you to define rules for the purposes of calculating commission for salespeople.

Figure: Example Commissions Screen

The Commission Levels grid allows you to specify different levels of achievement. The system will calculate the total sales or gross profit (depending on how the levels are defined) for each user and find the appropriate commission level. This allows you to give increasing levels of rewards for increasing achievements. If you want to specify a single level of rates regardless of total achievement, you still need to set up one level record. This would have a From/To Value of 0 to 9999999.

The Commission Rates grid contains the rates within each level. As you scroll through the commission levels, the data in the Commission Rates grid will be updated to the rates of the highlighted level. The system will determine which level to use and then it will use the rate rules within that level to calculate the actual commission.

Commission Levels

Effective

The date from which this level can be used (inclusive). If the date is empty, the level is applicable immediately.

Expiry

This date to which this level can be used (inclusive). If the date is empty, the level never expires.

Type

This indicates the type of value the level will be based on.

Ex Tax Sales	The value that will be checked is the total ex-tax sales for the each user.
Inc Tax Sales	The value that will be checked is the total inc-tax sales for the each user.
GP	The value that will be checked is the total gross profit for the each user.

From Value/ To Value

The value range which that this level must be between.

Commission Rates

Location

This rate only applies to sales made within this location.

Description

A general description for this rule. This will be printed on the Commission Report. If no description is entered, the report will create a description based on the Rate and Rate Type.

Department

This rate only applies to items in this department. If the department is empty, the rate will apply to all items.

Category

This rate only applies to items in this category. If the category is empty, the rate will apply to all items.

Group

This rate only applies to items in this group. If the group is empty, the rate will apply to all items.

Subgroup

This rate only applies to items in this subgroup. If the subgroup is empty, the rate will apply to all items.

Classification

This rate only applies to items in this classification . If the classification is empty, the rate will apply to all items.

IPN

This rate only applies to this specific item. If this is empty, the rate will apply to all items.

Rate

The rate of commission to be applied. This is used in conjunction with Rate Type to calculate a commission amount.

Rate Type

This determines how the commission will be calculated.

The commission will be calculated on the specific transaction that has triggered this rate to be selected. So if you have a sale of one beverage and one food item, and they have two different rates, the commission will be calculated on the food item, using the food items sales/GP and then commission will be calculated on the food item. Since they used two different commission rates, there would be two entries on the report, one for each rate. If you sold another beverage, the commission would be calculated on that sale and added to the beverage total already shown on the report.

The available rate types are as follows:

% Of Ex Tax Sales	The commission will be calculated as a percentage of the ex-tax sales.
% Of Inc Tax Sales	The commission will be calculated as a percentage of the inc-tax sales.
% Of GP	The commission will be calculated as a percentage of the gross profit.
Amount/Unit	The commission will be calculated as an amount multiplied by the units sold.

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