Commissions in NEXT

Each salesperson must be assigned an active commission schedule. If commissions are not paid, either just disregard its information or enter 0.00 as the amount to be paid as commission. The system has an active commission schedule already installed, which will be used as the default until custom commission schedules are entered.

Salesperson commission schedules need to be assigned in Core.

Salesperson Commission Schedules Screen

Create and manage commission schedules from this screen.

Add a New Commission Schedule

1. From the Salesperson Commission Schedules screen click the Add button, .
2. Fill out the New Salesperson Commission Schedule Dialog and click OK to save.

Field	Explanation
Description	Enter a description for the commission schedule.
Base Percent Type	This is the percentage basis that will determine which line in the splits the system will use to multiply by the commission base. You can select from: Profit / (Invoice Total - Charged Tax) Profit / Material Only Profit / Installation Cost Material Profit/ Material Total
Base Type	The commission base type is the base number that the commission percent will be figured on. That percentage can be based on one of the following: Invoice Total - Tax Charged Profit Amount Paid (collected) Material Inv. Total - Tax Charged (Original Only) Inv. Total - Tax Charged (Overages Only)
Add Splits	Add the desired number of splits up to 16 and then fill in the percentages commission schedule.
Define Splits	Click in the number field to enter a percentage.
Delete Split	Use the delete icon to remove a split from the schedule.
Active Checkbox	Mark the commission schedule as active.

Edit Commission Schedule

1. From the Salesperson Commission Schedules screen select a schedule by clicking the checkbox.
2. Click the Edit button, , at the top.
3. A new dialog box will open. All fields are editable.

Options:

• Edit Description
• Change Base Percent Type
• Change Base Type
• Edit Percentages/Delete Splits
• Mark schedule as inactive.

Commission Information Screen

This screen allows you to print a commission history report as well as edit unpaid commissions.

Search Criteria

Enter a term in the Search box or click the search criteria button,, to open the advanced search dialog.

Field	Explanation
Order Number	Search commissions by order number.
Salesperson	Leave blank to include all salesperson or select one or more from the dropdown.
Delivery Date	Search commissions within a specified delivery date range. Leave blank to include all.
Invoice Paid Date	Search commissions within a specified invoice paid date range. Leave blank to include all.
Commission Paid Date	Search commissions within a specified commission paid date range. Leave blank to include all.
Order/Commission Status	Paid, Unpaid, or Both.

Options with Search Results

Single Selection in Browse

Multiple Selection in Browse

Additional Commission Records

This screen is used to maintain referrals and the percentage rates for them.

Add or Edit a Referral Commission Record

When adding or editing a record all fields are editable.

Field	Explanation
Name	Enter the name of the individual or entity that will receive the commission.
Source	Use the gear icon, , to access the list of sources and select one.
Role	Enter a role name or use the gear icon, , to access the list of roles and select one. The list of roles can be maintained from this dialog.
Default Commission Schedule	Use the dropdown to select a schedule. This list is maintained in the Salesperson Commission Schedules screen.
Telephone	Up to four numbers can be entered.
Email	Enter the email address of the individual or entity associated with the referral.
Active Checkbox	Check the box to mark the referral as active or uncheck for inactive.

Download or Print Record List

The list of names, roles, and status cab be downloaded or printed from this screen. Check the box next to the record line to include it in the list.