Commission Override Report

Accounting>File>Sales Commission>Commission Override Report

This report provides a way to quickly calculate commission amounts other than by the commission schedules that you set up in Order Entry. You may calculate Batch commission amounts for all salespeople or as many salespeople as you like based on a Commission Base of Profit or Invoice Net, or you may do calculate commissions for one specific salesperson.

Field Explanations

Stores
You can calculate commissions for all store codes or for a single store code. Click the Tag All button for all stores or single click individual store codes.

Sales People
Select the appropriate salespeople to calculate commissions for by tagging those records in the space provided. You can choose one, several, or all salespeople.

Customer Types
Select the appropriate customer types to calculate commissions for by tagging those records in the space provided. You can choose one, several, or all customer types.

Date
You may choose from Order Date or Delivered Date. After selecting from the two, enter the specific dates in the From and To spaces provided to the right of Order Date and Del Date fields. To have all commissions display, leave the dates as they are (they will have today’s date in the From field and 12/31/79 in the To field).

Commission Base
How do you wish to calculate commissions? You may choose from Profit and Invoice Net. Enter the appropriate commission % amount in the space provided. If you select Invoice Net, you are done, you will only need to select the appropriate print options and move forward. If you select Profit, you will also be required to information for the following field, GP % Range.

GP% Range
These figures will calculate commissions based on the percentage that entered in the Commission Base field. This amount will be a percentage of the GP % Range entered in this field. Select the following options:
     All
    Choose all GP% of jobs
     Between
     Choose a range of GP% jobs (For example 25% Profit to 45% Profit)
     Over
     Choose GP% over a certain amount.

        (For example, if 15% is selected, all jobs with a GP% of 15% and higher will be displayed)

Options
Select from the following printing options. These help further customize the report.

Print Preview
This selection allows previewing of the report before printing.

Page Break on Sales representative
This selection allows separating commissions by page per sales representative. In other words, each sales representative will have their own page with all their commission amounts.

Output to CSV
Select this option to export this report to a .csv file for viewing in Excel.

 See this article for the fields sent to .csv