What is a
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Salesperson Commission?
A sales commission is a percentage of money a salesperson makes on each Processed Order. It is located in the Process Payables menu.
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How do I set up a salesperson to receive a Sales Commission?
Assuming you already have added the employee as a salesperson in The Shed App. Here are your steps.
Click System>Lists>Users
Click on the Eyeball of the Salesperson you wish to give Sales Commission
Add a Commission Rate
Update and Close
At what stage do orders go to Sales Commissions?
A Sales Commission is only created for an order when the order is Processed
If I Edit the Salesperson in an Order will the Sales Commission still go to the correct Salesperson?
If the Salesperson in an Orderis edited in the “Submitted” stage the commission will go to the correct salesperson.
However, if the order is Processed and then the salesperson is edited it will take the commission away from the old salesperson but will not show the commission for the new salesperson.
How do I keep a History of the processed Sales Commissions?
Once you process a commission it will no longer show up in the sales commission and there will be no history of the commission in The Shed App.
If you wish to keep a history of commissions, once you click Process in Sales Commissions you must Download the Excel spreadsheet that will appear in the bottom left corner of your screen.
How can I filter my Excel Spreadsheet to show Specific Sales?
While on Preview in Salesperson Commission only select the Orders you wish to Process and view them on the Excel spreadsheet. Uncheck all other Orders.
Note:
If you have never processed any sales commissions in the past . You will likely see all commissions that have ever been created for each user, and we would suggest processing all old commissions. This will clear them out and keep things clean moving forward.
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