Sales Commission Access Rights
User with "Sales Commission : Manager" can create and configure different types of commissions based on different conditions.
Sales Commission Menu
Under Sales > Configuration > Sales Commission menu manager can create different types of commissions.
Types of Commission Provided
Commission manager can define four types of commission from this module.
- Standard Commissio
- Partner based Commission
- Product/ Product Category/ Margin Based Commission
- Discount Based
Standard Commission
Standard commission is a basic type of commission you need to just add the percentage of commission you want to give to the selected sales person based on total sale order under that sales user.
Partner based Commission
In partner based commission you can define two different percentage of sales commission based on category of partner whether partner is "Affiliated" or "Non-Affiliated" partner. A partner can be Affiliated or Non-Affiliated not both.
Product/ Product Category/ Margin Based Commission
In Product/ Product Category/ Margin Based Commission you need to define based on which field and what product category or product subcategory you want to define sales commission.
Calculation based on Product
If manager select calculation based on Product the sales commission will be given on the unit sale price of that product.
Calculation based on Product Category
If manager select calculation based on Product Category the sales commission will be given on the unit sale price of that product category.
Calculation based on Margin
If manager select calculation based on Product Margin the sales commission will be given on based on the margin between the sale price and cost price of that product sold.
You can also specify on which factor you want to give sales commission.
Fix Price
Sales commission will be applied on fix price given by the user
Margin Price
In margin price sales commission will be calculate according to margin parameter given.
Commission Exception
With this option you have to just give the percentage of sales commission.
Discount based Commission
In Discount based commission user need to define "No Discount Commission %" & this will apply when no discount is given on orderline, the user has to set "Max Discount %" & "Discount > % Commission %", User can define Commission rules and based on the it rules discount percentage of it will be given
- Discount is not given in order line
- Maximum discount percentage
- Set > discount percentage
- Commission Percentage while discount percentage is more than > percentage
User can set comission for particular product / product category, when Commission type is Discount based.
Commission Based on product / product category wizard
If user tries to enter discount commission which is more than max discount then warning raise.
If user tries to enter rules discount which is more than discount commission then warning raise.
If user tries to change max discount which is lesser than discount commission then warning raise.
Sales Commission Conditions Configuration
Here user can configure based on which condition related sales persons commission will be calculate. you can calculate commission in three ways
Commission based on Sales Order
In this condition when sale order is confirmed at that time the commission of related salesperson or manager is calculated.
Commission based on Invoice
In this condition when invoice is validated at that time the commission of related salesperson or manager is calculated.
Commission based on Payment
In this condition when invoice is paid at that time the commission of related salesperson or manager is calculated.
Commission based on Sales Order
When you want to give commission to the sales person while the sale order is being confirmed you can select this condition. you can find sales commission lines under the tab of sales commission on sales order form.
Commission based on Invoice
When you want to give commission to the sales person while the invoice is being validated you can select this condition. you can find sales commission lines under the tab of sales commission on invoice form.
Commission based on Payment
When you want to give commission to the sales person while the invoice is being paid you can select this condition. you can find sales commission lines under the tab of sales commission on invoice form.
Return Order with Commission
If user return sale order then generated commission for that order also cancelled.
When user click "Return" button, new return order will generated.
When user validate return order generated commission line also cancelled.
Sales Commission Analysis
You can view the analysis report for the sales commission given to each and every sales user by the this report.
Sales Commission Analysis Report
You can view the analysis report for the sales commission given to each and every sales user by the this report.
Commission Lines Menu
User can see generated commission line as shown in figure.
Create Invoice
User can generate invoice from commission line using group by of sales person.
Figure shows the Commission Account added to Vendor Bill.
If user tries to create invoice with different salesperson and while enable group by option then warning will raise.
If user tries to create invoice from cancelled commission line then warning will raise.
