Sales Rep Commission

System Configuration> General> Sales Rep Commission

SearchSales Rep Target	Allows the user to search the sales commission by entering sales rep or searching all the not specifying anything
Sales Rep Entity	Shows the rep entities
Commission Group	Shows commission groups

 

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Sales Rep Target

 

thecurrentlyselectedCommission

HelpTarget TabYear	Show how the sales rep is created
AddTarget buttonName	Insert a new Sales Rep Commission Item
EditDate buttonFrom	View/Edit the currently selected Rep Commission Item
DeleteDate buttonTo	Deletes
Target RepAmount	Item

 

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Sales Rep. Entity Tab

Each Sales Rep. employed by the Company or any entity that could earn commission as a result of sales must be created on this tab. Click on Insert to create a Sales Rep. Entity

 

Description	Description: The sales rep’s name or the entity that would be executing the sales, e.g. James, Philip.
Active	Entity Type: Will the entity receive commission on Turnover or Profit, e.g. Turnover / Profit Entity Calculation: Will the entity receive commission on a Sales Range or Sales Band, e.g. Range / Band Active: When the tick box has been ticked; the Sales Rep Code will appear on all Sales Rep drop down selections. If not ticked the Sale Rep Code will not be displayed
Entity Type	OnceThe thissales hasrep’s beenname setupor clickthe entity that would be executing the sales, e.g. James, Philip.
Entity Calculation	Will the entity receive commission on Save,a theSales Insert button becomes available. Click on Insert to create the actual sales value rangesRange or bands;Sales Band, e.g. Range / Band

Target

Percentage	From Amount	To Amount
5	0.00	25,000.00
10	25,000.01	50,000.00
12	50,000.01	75,000.00
15	75,000.01	100,000.00

Or simply

Percentage	From Amount	To Amount
3	0.00	2,000,000.00

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Commission Group Tab

The Commission Group set consists of setting up either a Sales Rep as a Group or creating a Group that will receive commission for sales. Click on Insert to create a Sales Group.

Code	The code can be either a sales rep name or a name, code or word to identify a group that will be receiving commission
Description	Description of the name, code or word used in the Code.

Once this has been entered click on Save, the Insert button becomes available. Click on the Insert button to create the Commission Group Entities.

Select the Sales Rep. Entity from the dropdown options. The Sales Rep. Type and Calculation are available in the dropdown from the previous setup under Sales Rep. Entity.

e.g. James (Commission Group)

Percentage	Code	Type	Calculation
100	James	Turnover	Range

Or

e.g. James and Philip (Commission Group)

Percentage	Code	Type	Calculation
50	James	Turnover	Range
50	Philip	Turnover	Range

Scenarios based on the above setups;8

Turnover and Range

First Calculation: (Sales Rep entity)

Sales Rep, “James”, Sales Turnover 80,000.00 at 15% result Total Commission 12,000.00.

Second Calculation (Commission Group)

“James” receives 100% of the commission calculated in First Calculation, based on the “James” Commission Group result 12,000.00

“James” receives 50% of commission calculated in First Calculation, based on “James and Philip” Commission Group result 6,000.00

Turnover and Bands

First Calculation: (Sales Rep entity)

Sales Rep, “James”, Sales Turnover 80,000.00.

e.g. Bands

5% up to 25,000.00 = 1,250.00

10% up to 50,000.00 = 5,000.00

15% up to 75,000.00 = 9,000.00

15% up to 80,000.00 = 750.00

Total Commission 16,000.00

Second Calculation (Commission Group)

“James” receives 100% of the commission calculated in First Calculation, based on the “James” Commission Group result 16,000.00

“James” receives 50% of commission calculated in First Calculation, based on “James and Philip” Commission Group result 8,000.00

Profit and Range

This calculation is based on deducting Cost of Sales from the Turnover (Total Invoiced amount) e.g.

Sales Rep, “James”, Sales Turnover R80,000.00.

Turnover	80,000.00
Cost of Sales	65,000.00
Profit	15,000.00

First Calculation: (Sales Rep entity)

Sales Rep, “James”, Sales Turnover 15,000.00 at 15% result 2,250.00.

Second Calculation (Commission Group)

“James” receives 100% of the commission calculated in First Calculation., based on the “James” Commission Group result 2,250.00

“James” receives 50% of commission calculated in First Calculation. Based on “James and Philip” Commission Group result 1,125.00

Profit and Bands

Sales Rep, “James”, Sales Turnover 80,000.00.

Turnover	80,000.00
Cost of Sales	65,000.00
Profit	15,000.00

5% up to 15,000.00 = 750.00

Total Commission 750.00

Second Calculation (Commission Group)

Please be aware that ONLY Commission Groups are displayed for selection in the various dropdowns throughout the program .e.g. Debtor Setup - Commission, Quotes, Sales Orders etc

“James” receives 100% of the commission calculated in First Calculation., based on the “James” Commission Group result 750.00

“James” receives 50% of commission calculated in First Calculation. Based on “James and Philip” Commission Group result 375.00