Sales Commission Basic overview

The following is a summary describing some of the features of the Sales Commission Basic software module (also see Pro, Plus, and Platinum versions) and Sales Commissions frequently asked questions.

• The Sales Commission Basic module provides numerous user selectable options to calculate and track sales commissions.
• Sales details may be entered directly into the Sales Commission Basic module, or automatically updated from the Invoicing Platinum module.
• Used as a stand alone sales commission module, no other software or modules are required.
• If the optional AccountPro Invoicing Platinum module is installed, interfacing of the Sales Commission Basic module with the Invoicing Platinum module is automatic and requires no additional setup.
• Posting details from the optional Invoice module are automatically reflected in the Sales Commission module.
• Once transactions are posted in the module, or posted from the optional Invoicing Platinum module, commission details are immediately available in the Sales Commission Basic module. This will allow the 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.
• May be used as an integrated module with Invoicing Platinum, or as a standalone Sales Commissions module.
• There are no monthly fees required to use the program.

Sales Commission Calculation

• Sales Commission calculations:
  • A percentage, or percentages, specified for the salesperson.
  • A percentage specified by item (an item may represent a product, service rendered, labor, policy invoice, invoice, etc).
• 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 or one of the various commission formulas for a particular item.
• Supports commission draws.
• All Salesperson, Item (product or service) 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.
• Track commission 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.

Sales Commission Retrieval & History

• Using pop-up windows make it easy to look for salesperson, product and commission details in the Sales Commission Basic 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.

Sales Commission Reports

• Sales Commissions Basic may be used as a standalone sales commission reporting module, or integrated with the optional Invoicing Platinum module.
• The Sales Commission Basic 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 Basic 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 Basic 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.

Sales Commission Basic Optional Interfacing with:

Invoicing Platinum

• Transactions from the optional Invoicing Platinum module are posted to the Sales Commission Basic module.

Sales Commission Export Platinum add-on module

• Using the optional Sales Commission Export Platinum add-on module, you can export customer list, vendor lists and transactions to CSV files.
• If the AccountPro Accounts Payable module is installed, commission payables can be exported to the Accounts Payable module. Once exported to the Accounts Payable module, payable details may be edited prior to the printing of checks. Printing checks from the Accounts Payable module may be filtered by employee, date and other filter options.
• An easy commission tool to make some of the data available for import into Excel or 3rd party software.

Sales Commission by Zip Platinum add-on module

• Using the optional Sales Commission by Zip Platinum add-on module commisions may be calculated by Zip and Salesperson ID.

Import module

• Using the optional Import module, you can import customer, vendor, product lists and transactions from ASCII or CSV files. CSV files can be generated from a spreadsheet.

• Transactions
  • To save from having to key in the transaction details from another accounting system, the sales commission program can import key details from an ASCII, CSV or text file, which after import into the Sales Commission module, may be edited if required before posting the transactions in any of the Sales Commission modules.
• Customer Lists
• Salesperson Lists
• Vendor Lists