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The Commission Options page in the Setup Wizard provides even greater flexibility in the configuration of you Salespersons Commissions. The Commission Options page is shown in Figure 1.
Figure 1: The Commission Options page
There are three sections within the options page, these are explained in detail in the following tables:
Commission Type |
Explanation |
Commission is calculated as a Percentage of Selling Price |
[Default] If this option is selected then |
Commission is calculated as a Percentage of Profit |
If this option is selected then |
Commission is a Percentage of (Selling Price - Base Price) |
If this option is selected then
Base Price: Select the Price Schedule to be used for the Base Price. |
Based on Salesperson |
This allows the Commission Type to be set separately for each Salesperson on the By Salesperson tab in the Commission Rates window. |
Table 1: The Commission Calculation
Option |
Function and/or Purpose |
Commission Percentage uses the Customer's Sales % Setting |
When checked, the Commission Percentage is read from the Customer Record.
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Table 2: The Commission Percentage
Option |
Function and/or Purpose |
Exclude Labor from Profit Margin Calculations |
Checking this option instructs the system to exclude the value of Labor items on Invoices when calculating the Profit Margin during the Commission Calculations. |
Allow salespersons to run commission reports for themselves only |
If checked and Security for 'Run Commission Reports' is turned off, then each Salesperson can run the Commission Report for themselves only.
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Only calculate commissions on items set as Commissionable |
If checked, the Commission is only calculated on the sales for Inventory Items that have the [Commissionable] flag checked.
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Calculate commission based on customer profile |
If checked, the system uses the customer price schedule and any contract pricing or price schedule exceptions to determine what commission rate to use. Commission is not paid out for more than the profit made - for example, if you only make .50 profit, but the commission was calculated at 2.44, only .50 commission is paid. |
Sales people can run their own Commission Report if they do not have "Run Commission Report" turned on under Users and Security |
If checked, System Five forces all of the existing stock within the current department to a specific location. |
Table 3: The Additional Options