Managing Commissions

Overview

In this document, we will discuss commission types, setting up commissions at the account, job and order level and running commission reports.

How are Commissions Assigned?

Commissions can be assigned at the Account Level, Job Level and Order level. The software will look in that order to determine if any commission representatives need to be added to an order. This hierarchy is particularly crucial in the case that there is a rep assigned to both an account and a job in that account.

In the case where a commission rep is assigned on the account and assigned for a job on the same account and the order header specifies that account AND the job, the software will look at a setting at the job level called “independent reps” to determine how commission will be assigned. If that setting is on, only the job level commission rep will be assigned to the order. If it is off, both the account level and job level commission reps will be assigned to the order.

To check what representatives have been assigned to an order you can always reference the commission tab by going to summary -> commissions.

Commission Representative Types

Savance Enterprise supports four different types of sales representatives (reps) which is what determines how you will structure commission reports. Three of the types can be assigned at the account, job and order level (Inside Sales Reps, Outside Sales Reps, Order Writers) and the fourth type is not configurable at either the account or order level (Order Taker).

Inside/Outside Sales Reps

Inside and Outside sales reps can be assigned at the account, job & order level. An inside and outside sales rep will always be assigned commission for every order written for that account or job regardless of who takes the order. There is virtually no difference between inside and outside reps. Having both rep types available simply allows you to isolate a rep type to report on when you run commission reports. More on generating reports will be discussed later in this article.

Order Writer

Order writers can be assigned at the account and job level. The key difference between inside/outside sales reps and order writers is that order writers can not have a specific user assigned. Rather, the user selected as “int. Owner” in the order header at the time of order conversion will earn the commission.

Order Taker

Order takers are only assigned at the time of order conversion. You can not manually assign order takers; it is a system generated record that can be leveraged when generating commission reports. You can run an “Order Taker” commission report for a given employee(s) to show you all orders they converted. If you run a commission report for order takers and the person(s) you are running the report for has any other commission type for a given order, they will not get an order taker commission reported for that order.

Commission Pay Types[^1]

Booked Sales: commission % * order total

Invoices: commission % *profitable invoice total[^2]

Payments Only: commission % * payment amount for invoice[^3]

Profits on Booked Sales: commission% * profit on total order

Profits After Payment: commission % * profit * (payment amount for the invoice / invoice grand total)

Profits on Invoices: commission % * Profit of the invoice

Total After Order Fully Paid commission % * Order Total after Payment in Full

Total After Invoice Fully Paid commission % * Invoice Total after Payment of the Invoice

Assigning Reps at Account & Job Level

• Accounts -> Manage Accounts

  

• Search for and open desired account

• Find Reps Tab

  

• Add Rep Type, User, Commission Type, Commission Split and Comment as needed

• If you want to assign a rep to a particular job as is seen for one of the representatives below, choose the relevant job from the job combobox

• Notice that the order writer does not have a user assigned. This is by design as the user is recorded at the time of order conversion for that rep type

• Save and Close

  

• If you want to confirm commissions are accurately being transferred to the order, open a new quote and add the same customer you set up commissions for

• Open commissions tab (Summary -> Commission)

• Now add the same job to the order header that you assigned one of the reps to earlier in this process

• Now re-open the commission tab and notice that the reps have changed to reflect only one commission rep since we enabled the “independent reps” setting when setting up the job

Adding & Removing Reps at Order Level

Perhaps you need to add or remove a representative from an order in a one-off scenario. In this case you can open the commission tab on a new quote to do so.

• Summary -> Commissions

• Now either Add or Delete

• If you select add, you will have a new row to select the rep name, type, commission percentage and commission pay type

• If you select delete, the representative with the arrow next to his/her name will be removed. Make sure the arrow is next to the correct rep that you want to delete before clicking delete.

Generating Commission Reports

• Open the commission module (Accounting Manager -> Commissions)

  

• Add the representatives you want to run reports for using “add all” or “Add Rep” buttons

  

• Choose the rep types you want to run the report for. You can choose multiple in tandem

  

• If you choose Order Takers it will enable the Order Taker setting which you will need to set up with desired calculation type and commission split prior to running the report. Remember that this option will run commissions for all orders converted by a given representative(s).

  

• One crucial thing to set is the report date for which you want to run commissions

  

• Generate reports

  

• You can export the report to excel if you need to scrub the data.

This ends the process documentation for managing commissions. Please contact support if you have any additional questions.

[^1]: All definitions apply to both orders and RMAs

[^2]: Profitable Invoice Total: The total of all line items including non inventory items e.g.misc charges, that have non zero cost OR a zero cost and the site setting “Include zero cost items in profit” is set to true

[^3]: Payment Amount for Invoice: This includes deposit applied