Commissions
The Commissions group allows for the management of sales commissions, both in creating templates that will be used to capture the information and allowing for the viewing of the resulting commissions in a program separate from Framework ECM.
Commission Register
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 using the Building Contract Commissions screen in Framework ECM 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
- Select the Sales Commission Template list. A shadow will appear around the list to indicate it is selected.
- Click New. The Commission Template dialog will be displayed.
- Enter the details.
- Click OK. The dialog will close and a new sales commission template will be created.
Creating A Sales Commission Template Stage
- Select the Template Stages list. A shadow will appear around the list to indicate it is selected.
- Click New. The Commission Template Stage dialog will be displayed.
- Enter the details.
- Click OK. The dialog will close and a new sales commission template stage will be created.