Standalone Sales Commission Plus module
Sales Commissions Plus overview summary
- Used as a stand alone sales commission module, no other software or modules are required.
- The Sales Commission Plus module provides numerous user selectable options to calculate and track sales commissions.
- Sales details may be entered directly into the Sales Commission Plus module.
- Once transactions are posted, commission details are immediately available. This will allow generation of commission reports as often as required and as such is not dependent on month or period end closings.
- Calculates negative commission amounts for returns reducing the total commissions payable to the salesperson.
Sales Commission Tracking and Calculation
- Sales Commission calculations:
- A percentage, or percentages, specified for the salesperson.
- A percentage specified by item.
- Sales Commission on Gross Margins
- Option to allow commissions to be calculated by salesperson or product. For example, some employees may be set to calculate their commissions based on a salesperson commission percentage, while others may have their commissions calculated based on a commission percentage of gross sales, gross margin or one of the various commission formulas for a particular item.
- Calculates split (multi-level) commissions, for example, salesperson, inside sales manager, branch manager and so on.
- Handles base amount plus commissions.
- Supports commission draws.
- All Salesperson, Item and Commission details may be added to, or changed at anytime.
- Commission payable amounts may be changed on a transaction by transaction bases if needed. The system will maintain the original commission amount calculated, the adjustment and the net adjusted commission amount.
- Commission payable amounts may be placed on hold and released for payment at a later date on a transaction by transaction bases.
- Tracks billings and commissions history per client.
- Credit notes result in commission claw backs.
- There is no limit to the number of salespersons, products, transaction details, or history the module can contain.
Commission Retrieval & History
- Using pop-up windows make it easy to look for salesperson, product and commission details in the Sales Commission Plus software module.
- Sales commission history may be kept on file as long as required.
- Unlike spreadsheets which do not provide an audit trail, an audit trail is kept of all commission transactions which may be filtered by - Salesperson, Date, Customer, Branch, Product and so on.
- Commission history may be kept on file as long as required.
- Unlike spreadsheets which do not provide an audit trail, an audit trail is kept of all commission transactions which may be filtered by - Salesperson, Date, Customer, Branch, Product and so on.
Commission Reports
- Sales Commissions Plus may be used as a standalone sales commission reporting module.
- The Sales Commission Plus software module will retain a history of all sales transactions for as long as required.
- Commission reports may be printed as soon as transaction details are posted from the Sales Commission Plus or optional Invoicing Platinum module and are not dependent on month end or period end closings and as such may be printed daily, weekly, bi-weekly, bi-monthly or monthly as your needs dictate.
- The commissions report will show each item sold with the commission amount calculated for each item.
- The report shows a status flag indicating if the commission is to be paid, has been paid, or placed on hold.
- Commission amounts are sub-totaled by Salesperson and a total commission amount is calculated for the report.
- If manual adjustments have been made to the calculated commission amount, the original calculated commission, adjustment and net commission payable amount is shown.
- A Sales Commissions Earned report by Customer will print the Invoice Date, Invoice number, Customer ID, Product Description, Commission ID, Status and Pay Code, Quantity sold, Price , Total Invoiced and Commission Earned with subtotals for each Customer and totals for the report. The Report my be printed for a specified date range (starting and ending date), order number, invoice number, invoice date, customer, customer purchase order, salesperson, product, transaction type, branch and period ranges.
- A Sales Commissions Earned report by Salesperson will print the Invoice Date, Invoice number, Customer ID, Product Description, Commission ID, Status and Pay Code, Quantity sold, Price , Total Invoiced and Commission Earned with subtotals for each Salesperson and totals for the report. The Report my be printed for a specified date range (starting and ending date), order number, invoice number, invoice date, customer, customer purchase order, salesperson, product, transaction type, branch and period ranges.
- All reports in the Sales Commission Plus software module may be filtered by selectable criteria. For example, you may wish to print a report for a certain sales period, product, salesperson, customer, branch, etc.
Additional Information
Matrix comparing options in each of the Basic, Plus, Pro and Platinum versions.