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Sales Commission Profiles

Daniel
  • Updated
The commission calculator built in to EQ allows you to set simple percentages of commission. You can set multiple profiles which can contain different settings for different sales people.
 
Before you can calculate and report on commission you need to setup at least 1 commission profile and assign it to 1 or more sales people.
 
 

Commission profile setup - Create a profile

First you need to set up a profile with your desired percentages.
  1. Click the Customer List arrow then Sales Commission Profiles



    This will open up the commission calculator master settings.

  2. In the upper window, click add Add and you will be given a new line where you can type a profile name of your choice.



  3. In the lower window you can enter more detail if required.
    For example you could enter a higher percentage for selling furniture items or provide more commission when there is a higher margin.

    a) Click add Add and you will get a new blank line


    b)     Use 1 of the first 3 columns to narrow down:

    i. Product Group. Pick a type of product.

    ii. Product Code. Type a specific product code.

    iii. Catalogue. Pick a catalogue.

     

    c) There are 4 ways you can input your percentage here:

     

    i. Margin From and To
    Enter the margin range for the commission.

    ii. % of Total column
    Enter a percentage if you want to pay commission based on the total order value.

    iii. % of Profit column
    Enter a percentage if you want to pay commission based on your profit for that order.

    iv. Fixed Amount column
    Enter a fixed value to pay a set amount of commission.




    When your percentages are entered click Update at the bottom of the window.

    Before your commission profiles are ready you need to assign a profile to a sales person (below).

NOTE - You will need to enter your percentages against all of the product groups unless you will only be reporting on "flat rates". For the full commission setup use 1 row per product group.
Add as many rows of detail as you need. For example set bands of commission so the higher the profit, the higher the commission paid.


Commission profile setup - Assign a profile to a sales person

To use the commission calculator you need to select a salesman on your Customer Details screen.

  1. Click Customer List and then go to the General tab (on any customer)

  2. Click Edit Popup Contents  next to Sales person drop down list:



  3. Click Add at the bottom of the window to add a new line to type in the sales person’s name and phone number and select a commission profile from the drop down list.

Any orders by that sales person will now calculate the basic commission as per the profile you setup.

Run the Commission Report

You can run a Commission Report at any time to print off an overview of commission figures.

  1. Go to Reports List on the top toolbar:



  2. Select Commission to expand it to show 3 reports:



  3. Double-click Commission Report (Full Profiles) to open the report filters and run it.

 

You can select options depending on what you want to display on the report.

For example you can pick a single salesman to show, or type in a range of dates to show.

 

Click Print and you can then preview and print the commission report.

See also:

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