Commission can be found under Company / Maintenance / Commission.
In order to use commission calculation, employees must first be created, see Company / Maintenance / Employees.
Once you have created the employees to receive commission, open the commission tab and click Add.
A new line is added where you can fill in the following fields:
Click 'Calculate' and you get an overview of the calculated commission for the selected period.
You can choose to drag the employee field into the grouping field and group by employee. You can also choose to group on other. This field is simply dragged up in the grouping field.
You can then click on the printer in the top right corner and print your report.
Once you have created the employees to receive commission, open the commission tab and click Add.
A new line is added where you can fill in the following fields:
- Employee: Here you select the employee in question from a dropdown list.
- Item: Here you select, from a dropdown list, the current Item to calculate commission on.
- Item group: Here you select, from a dropdown list, the current Item Group to calculate commission on.
- Account: Here you select, from a dropdown list, the current Account to calculate commission on.
- Account Group: Here you select, from a dropdown list, the current Account Group to calculate commission from.
- Continue: Continue is used for a continuous calculation of the commission
- Off: If you do not want to use this commission calculation, you can check the box to turn it off
- Per line: Select whether commission is calculated per invoice or per invoice line.
- Basis: Choose whether to calculate commission on revenue or contribution margin
- Fixed price: If the commission consists of a fixed price, you can enter this here, if fixed price is selected, you cannot use Rate. Fixed price 'overrides' Rate.
- Rate: If the commission consists of a % rate, this must be entered here.
- From date: When is the commission calculation valid from. Enter the start date here.
- To date: When is the commission calculation valid until. Enter the end date here.
Commission calculation
To calculate the commission, click the 'Commission calculation' button under Company / Maintenance / Commission and select which date to calculate commission from and to.
Click 'Calculate' and you get an overview of the calculated commission for the selected period.
You can choose to drag the employee field into the grouping field and group by employee. You can also choose to group on other. This field is simply dragged up in the grouping field.
You can then click on the printer in the top right corner and print your report.
