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The Commission Register screen is used to create sales commissions for a selected salesperson.
Procedures
Creating A Sales Commission
- Click New. The Commission dialog will be displayed.
- Enter the details.
- Click OK. The dialog will close and a new sales commission will be created.
Commission Dialog
This dialog is used to enter details of commissions for a salesperson, either for or independent of a job. It can record the values of the commissions, link to a Framework ECM job, and track payments.
Job Group
Field | Description |
|---|---|
Job Number | Number of the job. |
Client Name | Name of the client. This field is locked and cannot be edited. |
Land Address | Land address associated with the selected job. This field is locked and cannot be edited. |
Commission Template | Commission template assigned to the selected job. This field is locked and cannot be edited. |
Commission Rate | Commission rate assigned to the selected job. This field is locked and cannot be edited. |
Commission Amount | Commission amount assigned to the selected job. This field is locked and cannot be edited. |
General Group
Field | Description |
|---|---|
Salesperson | Salesperson selected to have the commission record assigned. |
Location | Point of sale location for the selected salesperson. |
Raised | Automatically generated date the commission record was created. This field is locked and cannot be edited. |
Commission Group
Field | Description |
|---|---|
Rate | Percentage rate of the commission. |
Gross | Gross value of the commission calculation.
Note: The Total field cannot be edited. |
Charge Back | Charge back value of the commission calculation.
Note: The Total field cannot be edited. |
Net | Net value of the commission calculation.
Note: The Total field cannot be edited. |
Payment Group
Field | Description |
|---|---|
Paid | Date a commission amount was paid. |
Amount | Amount paid.
Note: The Total field cannot be edited. |
Variance | Difference between the net amount and the amount paid.
Note: The Variance fields cannot be edited. |
Completion Group
Field | Description |
|---|---|
Complete | Date the commission item is considered complete. |
Notes Group
Free text area for notes regarding the commission.
Commission Template
The Commission Template screen is used to create sales commission templates.
Templates can be assigned to a job in Framework ECM (see using the Building Contract Commissions screen in Framework ECM) and and determine how to calculate the commission eligible on a production job based on the total of the building contract and approved post contract variations.
Procedures
Creating A Sales Commission Template
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