The AccountPro Sales Commission software module may be used as a standalone module or used in conjunction with the optional (not required) Invoicing module to provide effortless calculation of commissions.

• More Info and Pricing

The following is a summary describing some of the features of the Sales Commission Tracking software module. Should you have further questions, please contact our office through the available contact options.

Overview

• The Sales Commission module provides a flexible and powerful way to calculate and track sales commissions.
• Sales details may be entered directly into the Sales Commission module, or automatically updated from the Invoicing module.
• If the optional AccountPro Invoicing module is installed, interfacing of the Sales Commission module with the Invoicing module is automatic and requires no additional setup.
• Invoice posting details are automatically reflected in the Sales Commission module.
• Once entries are posted from the Sales Commission module, or posted from the optional Invoicing module, commission details are immediately available in the Sales Commission module. This will allow the generation of commission reports as often as required and as such is not dependant on month or period end closings.
• Calculates negative commission amounts for returns reducing the total commissions payable to the salesperson.
• Handles Split Commissions.
• Supports Multi Tier commissions.
• Generates recurring commission details where commissions are paid on a recurring bases.
• Option to flag invoice as paid to release commissions via interface to Accounts Receivable (requires Invoicing and Accounts Receivable modules).
• Retains historical commission data as long as required.

Detail Features

Sales Commissions Tracking and Calculation.

• Sales Commission calculations:
  • A percentage specified for each item.
  • A percentage, or percentages, specified for the salesperson.
  • Quota based commissions with user defined levels.
    • Quota based commissions may be calculated on value and or quantities sold for a period.
  • Sliding scale percentages based on recurring transactions, such as, for example, in the insurance and health benefit industry.
  • Various options to calculate commissions based on margins, net cost, selling price, etc.
  • Commission Tiers
  • Commission Splits
• Option to allow commissions to be calculated on a mix. For example, some items may be set to calculate commissions based on a salesperson commission percentage, while other items calculate commissions based on a commission percentage on gross sales, gross margin or one of the various commission formulas for a particular item.
• 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.
• 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 placed on hold and released for payment at a later date on a transaction by transaction bases.
• Tracks billings and commissions history per client and contract or policy if billings are of a recurring bases, such as, for example, in the service, maintenance, or policy, service or maintenance based industry.
• Recurring transactions are supported to handle, for example, commissions on insurance or benefit policies, service and maintenance contracts.
• Credit notes result in commission claw backs.
• There is no limit to the number of salespersons, products, transaction details, or history the sales commission module can contain.

Retrieval & History

• Using pop-up windows make it easy to retrieve salesperson, product, client billings and commission details in the Sales Commission Tracking software module..
• Sales commission history may be kept on file as long as required.

Reports

• Sales commission reports may be printed as soon as invoices are posted from the Sales Commission or optional Invoicing module and are not dependant 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.
• Commission amounts are sub-totaled by Salesperson and a total commission amount is calculated for the report.
• Sales commission reports may be filtered by selectable criteria. For example, you may wish to print a report for a certain sales period, salesperson, customer, branch, etc.
• 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.
• If manual adjustments have been made to the calculated commission amount, the original calculated commission, adjustment and net commission payable amount is shown.
• The Sales Commission tracking software module will retain a history of all sales transactions for as long as required.

Optional Sales Commission add-on modules

Import Data  (with the optional Import Data module)

Import transactions, customers, salesperson and vendors into the sales commission software module:

• 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 or CSV file.
• Customers
• Salespersons
• Vendors

  All may be imported from an ASCII or CSV file.

 Export Data  (with the optional Sales Commission Export add-on module)

Using the optional Export Platinum module the following may be exported to a CSV file:

• Transactions
  • To save from having to key in transaction history details into another system or spreadsheet, the add-on can export key details to a CSV file.
• Customer Lists
• Vendor List

Sales Commissions by Zip Platinum add-on module

Using the add-on, commissions may be calculated by Salesperson and Customer's zip code.

• Specify a zip code, or zip code range for each salesperson.
• Each salesperson may have more than one zip code, or zip code range.
• Specify the commission calculation method for each salesperson/zip combination.