• Commission based on gross sales or gross profit.
• Split commissions for multiple reps.  
• Have up to two sales reps per invoice.
• Varying commission rates by products, sales reps or customers.
• Commissions based on paid invoices or unpaid invoices.
• Exclude credit memos or debit memos from commissions.
• Exclude shipping and other expense items by product from commissions.
• Calculate gross profit using a loaded cost.
• Calculate commissions based on the cost of a serialized item.
• Multiple commission rates by product selling price.
• Links directly with QuickBooks Item List, Customers, Sales Invoices, Credit Memos, Payments, Sales Reps and more.
• Multiple commission reports in summary or detail format with a variety of selection criteria.
• Export to Excel. 

The Commission Processing form shown in the figure below, list sales that are ready to pay commission on. This form allows the selection of a sales rep and range of dates.  The column labeled "P" is to select those invoices that you want to pay commission on.  Invoices that you have already paid commission on will not show up in this list.   The Commission Approved to Pay report will list those invoices selected to pay commission on. 

Commission Processing Form

Commission Approved to Pay Report

 

Sales Rep Commission  Report

• Date Range - Select the range of dates you want to work with.  Complete historical sales data is maintained and is limited by disk space.  This data is synchronized with QuickBooks sales data.
• Sales Rep - Select one or all sales reps.  If you select All Sales Reps, you can view a summary of your commission pay out for all Reps.
• Include 2nd Sales Rep - The system allows up to two sales reps per invoice.  If you select this option the commission will be split between the two sales reps on the invoices.
• Sales Rep by Line Item - This option is available on the detail report option. This will take the sales rep in the line item detail and over-ride the sales rep in the header.  In order to take full advantage of this feature you have to use the VFP Enterprise Sales Order Entry system.
• Comm. % from Sales Rep file - Selecting this option will over-ride the sales commission percentage from the sales data with the value entered in the sales rep master file.
• Load Cost - Checking this box will use the Loaded Cost in the inventory master file to calculate the gross profit commission values.  To use this option you must setup the loaded cost in the VFP Enterprise inventory master file.
• Cost Serial No. - If you have serialized inventory and you checked this box, the cost for the gross profit will be taken from the serial number file for each individual item.
• Summary Short Format - If you check this box and select the Summary format, the report produced will be one line per sales rep.
• Check Item Status - If checked will determine the commission status of the item based on the parameters form the inventory master file.
• Paid Status - You can select to view all sales, invoices that are fully paid or unpaid invoices.

Sales Rep Commission Report - Long Format


Sales Rep Commission Report - Gross Price Detail Format

Sales Rep Maintenance 

• Sales Rep ID - This is the sales rep unique identifier.  (This is the Sales Rep Initials in QuickBooks)

• Sales Rep Name - The name of the sales rep.  (This is the Sales Rep Name in QuickBooks)

• Commission % 1 - This is the 1st  tier commission percentage.

• Commission % 2 - This is the 2nd tier commission percentage.

• Unit Price >= and < - This is related to an Item and establishes a low and high value to pay commission 1 or 2.

The Customer Master form displays pertinent information about each customer.  The tab that is shown in the figure below is related to Sales. There are several fields that are not available in QuickBooks.  These additional fields can be managed using  the customer master form in the VFP Enterprise System which is included in the Commission Processing System.  To view all the additional fields click on this link Customer Master Form.

Customer Master - Sales Tab

• Sales Rep 1 - This is the primary sales rep assigned to this customer. (This is the Sales Rep Initials in QuickBooks)

• Sales Rep 2 - This is the secondary sales rep assigned to this customer.

• Commission - This is the commission percentage for each sales rep 1 and 2.  In the figure above the 0.5 represents 0.5%.  If you want to enter five percent you would enter 5.0.

• Commission Over Ride - If this box is checked, during commission processing, the value entered in the Commission field on this form will over-ride the inventory master and the sales rep master file.

The figure below displays the Commission tab of the Inventory Master Form.  This form is where the Item List data  from QuickBooks is stored.  There are many fields not available in QuickBooks. These additional fields can be managed using the Item Display form in the VFP Enterprise System which is included in the Commission processing System.  To view all the additional fields, click on this link Inventory Item Display Master Form.

Inventory Item Display Master - Item Commission Tab

• Commission Type -  This filed determines how commission is paid on this item. 

• Commission % 1 - This is the 1st  tier commission percentage.

• Commission % 2 - This is the 2nd tier commission percentage.

• Unit Price >= and < - This is related to an Item and establishes a low and high value to pay commission 1 or 2.