The Salesperson Commission Report gives you the commissions earned by Salesperson or Counterperson.

You may enter an “Order Number” to display a specific Order.

The report can be run by Salesperson or Counterperson. A Salesperson is the Salesperson of record who is assigned to a customer in "Customer Entry" in ACCOUNTS RECEIVABLE (6.1.1 field 14 page 1). A Counterperson is the person who entered the Order in “POS Order Entry” in POINT OF SALE (1.1).

To set up Salesperson Commission percentages, refer to "Salesperson Code Entry" (2.2.1.1). These Commissions are calculated on individual Invoices generated in “POS Order Entry” in POINT OF SALE (1.1). A commission percentage must be set in order for the person to be listed on this report. If you want reports on Non-Commissioned employees, set the commission to zero (0) in "Salesperson Code Entry" (2.2.1.1) for the Salesperson or Counterperson.

Salesperson Commissions of 0% may be specified in line item entries in “Salesperson Code Entry” (2.2.1.1). A specific Price Code may be specified in “Salesperson Code Entry” (2.2.1.1) for determining commission based on a Manufacturer Code.

The salesperson commission may be calculated by the Sales or Gross Profit of the Orders.

You may set the Cost for calculating the Gross Profit used for the Salesperson’s Commission. This may be Average (Warehouse) Cost from the Original Order or the current Replacement Cost.

You may choose to have your Warehouse Cost (Price Code 99) based on Average Cost or Replacement Cost. If the Replacement Cost Flag is set to <Y>es in “Inventory Setup” in SYSTEM MANAGEMENT (10.2.4.2 field 7), then when the Warehouse Cost (Price Code 99) is affected, the Warehouse Cost will be overwritten to the new Replacement Cost (Price Code 98) instead of averaging. If set to <Y>es Price Code 99 (Warehouse Cost) will always be equal to Price Code 98 (Replacement Cost).

For those Salespersons whose commissions are calculated on a Line Item basis (rather than on an Order basis) from "POS Order Entry" in POINT OF SALE (1.1), this report will show the Line Item Detail. This means that it will show each item on the Invoice and the corresponding Commission. The Salesperson must be set to <L>ine in "Salesperson Code Entry" (2.2.1.1). If a Salesperson is set to <O>rder or the entry is left blank, the commission is calculated on the Order Total and not the Line Item, and Line Detail will not be given for this Salesperson.

The Salesperson Commission Report will use the End Date for special pricing of a specific part number setup in “Special Pricing for Customers” (2.2.2.4) to determine the Price Code to use when retrieving the commission percentage by Manufacturer (Mfr) Price Code. The Mfr Price Code is setup in “Salesperson Code Entry” (2.2.1.1 field 4 page 2). When running the “Salesperson Commission Report”, if the Date Entered of an Order is less than or equal to this End Date, or the End Date is blank and a Price Code is entered, then that Price Code will be used to calculate the commission.

The Salesperson Commission Report may issue a warning message to the screen during processing. The warning message will display similar to the following:

Competitive Models are NOT used to determine the price code in the commission calculation.

The following output options are available:

*Enter <L>ine Detail, <D>etail, <S>ummary, <S2> or <T>otals only Report.

*<L> =Print Commission line item detail. <D>=Print Commission on each invoice.

*<S> =Print Commission for each SalesPerson, Customer and Grand Total.

*<S2>=Print Commission the each SalesPerson, Customer, Part # and Grand Total.

*<T> =Print Commission for each SalesPerson and Grand Total.

You may send the report to the <P>rinter, view on the <S>creen or <F>ax the report.

Note: The <F>ax option also includes Email capability. Emailing and Faxing require optional Software and additional Setups. Please contact Perfection Software Sales Department for more detailed information.