Frequently Asked Questions (FAQ) Commission Management
Q1. What is the Commission Processing module used for?
A: The Commission Processing module automates the calculation, tracking, and payment of commissions across sales transactions, service orders, and projects. It supports both stock and non-stock item sales and integrates with accounting and AP (Accounts Payable) workflows.
Q2. How do I link users to salespersons?
A: Users can be linked to one or more salespersons within the system, allowing for commission tracking and reporting based on user-specific activities. This is configurable in the User & Salesperson Link section.
Q3. Can a customer have multiple salespersons assigned?
A: Yes, the system allows assigning multiple salespersons to a single customer, which supports split commissions and collaborative sales tracking.
Q4. Which transaction types support commission calculation?
A: Commission can be calculated on:
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Sales Orders
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Invoices
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Service Orders/Appointments
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Projects
Each of these is linked to a commission plan for accurate tracking and payout.
Q5. Can commissions be calculated on both stock and non-stock items?
A: Yes, the system supports commission rules for both stock and non-stock items, allowing for flexible incentive structures across product and service-based offerings.
Q9. What reports are available for commissions?
Our platform includes the following commission-related reports:
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Earned Commission by Salesperson
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Salesperson Commission Report
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Commission Variance Report
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Accrued and Paid Commission Report
These can be filtered by period, customer, item type, or salesperson.
Q10. How are commissions paid to salespeople or vendors?
Commissions can be processed through the Commission AP Payment function, which generates payable entries for individuals or vendors, based on earned commission balances.
Q11. Can I track commission payments versus accruals?
A: Yes, the Accrued and Paid Commission Report provides a clear breakdown of outstanding versus paid commissions.
Q12. Is there support for external (vendor) salespeople?
A: Absolutely. The system allows linking salespeople to vendors, making it easy to manage commissions for third-party representatives or external agents.
Q13. Can I apply commission rules to project-based work?
A:Yes, commission calculation is supported on project-related invoices and services, ideal for service-based or project-oriented businesses.
Q14. How often are commissions recalculated?
A: Commissions are automatically recalculated based on transactional updates (e.g. invoice posted, service order completed), or can be manually recalculated as needed.
Q6. How do Commission Plans work?
A: Commission Plans define how commissions are calculated—by item, category, margin, salesperson, or customer. These rules can be customized for different business units, services, or roles.
Q7. Can commissions be edited after they are generated?
Yes, authorized users can modify commission entries in the Commission Edit Register before final processing, ensuring accuracy and transparency.
Q8. How is commission calculated in the service module?
A: Service-related commissions are calculated based on service appointments or service orders, aligned with applicable commission plans and the assigned salesperson(s).
