Summary:

The article is about setting up and managing salesperson commissions in The Shed App, covering commission definition, setup, processing, history maintenance, and best practices.

What is a Salesperson Commission?

A sales commission is a percentage of a processed order a salesperson is assigned to. It is located in the Process Payables menu.

How do I set up a salesperson to receive a Sales Commission?

Assuming you already have added the user as a Salesperson or Sales Manager in The Shed App. Here are your steps.

1. Click System>Lists>Users

2. Click on the Eyeball of the Salesperson you wish to give Commission

   

3. Add a Commission Rate

   

4. Update and Close

At what stage of an order does a Salesperson Commission get created?

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 Order is edited in the “Submitted” stage the commission will go to the correct salesperson.

If the order is Processed and then the salesperson is edited it will take away the commission from the old salesperson and create a new commission for the new salesperson

How do I keep History of the processed Salesperson 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 Salesperson Commissions?

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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