Report Sales Commissions

(Salesperson Commission)

Access

This report displays commission and/or spiff information for selected salespersons. The report calculates the commissions earned by each salesperson on each product and gives the total commission for each salesperson and all salespersons. If you sort by location, the report also calculates commissions by location. Once the run-time options have been selected, choose Run to produce the report.

 A report legend appears at the end of the report.

The data that appears on this report is affected by your selection at the Sort Report By field on the Pricing and Commissions tab in the Point of Sale Control Settings.

The output of this report may be affected by Regional Processing restrictions. That is, you can inquire only about customers and locations to which you have access.  If Regional Processing is active, the report sorts first by district.

If you modify any commission settings, the changes do not automatically affect existing sales orders and thus do not affect the results of this report. For the changes to affect existing sales orders and appear on this report, you must update the individual orders either by

    - editing the settings via the Commission/Spiff Updates Screen or

    - re-entering the individual line items.

This report includes commission lines for payment types defined with commission adjustment rates (see below for more information).

For customer returns, and dollars-only debit/credit adjustments, the program creates commission records based on the written date of the original invoice.  If the original invoice is no longer on file, the program bases the date on the written date of the return/exchange/adjustment.

If you use commission add-on percentages (by product via the Pricing tab in the Advanced Product Settings or globally via the Costing Control Settings), they reflect in this report.   

Date CodeClick the arrow button to select a date code. If you select CUS, you can specify the Start and End Dates.

Start Date, End DateIf you select the date code CUS, you can enter a start and end date for the report or you can leave the fields blank for the earliest and latest dates available. If you are not specifying a custom date range, these fields are filled in based on the date code selected and are not available for change.

Report Type

SalespersonSelect the salespeople you want to include in the report. If you click on the Search button, a list of salespersons appears from which you can choose one or more.  If you click on the Action button, the Multiple Salesperson Selection Window appears which you can use to select one or more salespersons.  If you leave the field blank, you select all salespersons.

 Store LocationYou can choose to run this report for one, multiple, or all store locations. If you leave the field blank, you run the report for all locations. If you click the Arrow button, you can select a location from the drop-down list of locations available to you. If you click the action button, you access the Multiple Location Selection Window, which you can use to select multiple locations.

You can use this selection for both the commission and spiff report types.  

Sort By

 Exclude Zero Spiff AmountTo exclude zero and null spiff amounts from the report, check the box at this field.  Otherwise, leave this field blank.

Detail or Summary

Send Output toThe output destination of the report displays.  To change the output destination, click on the Actions button and select Output Settings.

Export PathIf you select either the Personal Report Viewer (PRV (Personal Report Viewer) A STORIS printer output option that allows you to customize report results, for example to rearrange data columns.), Excel Export, or ASCII Export, this field displays the pre-set computer drive and folder location to which the system exports the report data. You cannot edit the export path using this process.

Payment Commission Adjustments

This program includes payment commission adjustments based on payment types. The following describes how these lines appear on this report:

• Product Number prints as ‘Pmt Adj xxxxx’, where the ‘xxxxx’ displays as the payment type code.   

• Brand is always null for these commission records.

• Unit Price and Total Price are the payment type amount.

• If the Report Type field in the Point of Sale Control Settings is set to Profit Margin, the following columns print:

- Total Cost is the adjustment factor.

- Total Margin and Marg Pcnt are null.

• If the Report Type field in the Point of Sale Control Settings is set to Customer Name, the Customer Name prints in the same manner as the detail lines.

• Comm Pcnt is the commission adjustment percent.

• Comm Dollars is the calculated commission adjustment amount.

 When using commission adjustments based on payment type, note that in the Unit Price and Total Price columns, the totals for each salesperson and the total at the bottom of the report include the payment type adjustment amounts.  Thus, these totals do not correspond to other reports that display invoice (completed) numbers.