How to configure Commissions

Modified on Wed, 6 Jun, 2018 at 1:25 PM


Sage 300 will calculate commissions earned by your sales team on each invoice (credit note) processed through Order Entry and provide this data to you in report format. It's up to you to then process that information, and provide value back to your sales team in accordance with your corporate policies.


Within Sage 300 the IC Category controls if the product range is commissionable and the baseline % to apply. If this needs to vary by salesperson, then you can set the Category to 0% and the AR Salesperson values will take over. In addition, it's possible to have more than one salesperson assigned to a customer/order, in which case they share the commission accordingly.

 

IC Categories commission settings controls whether any commissions are to be recorded when item sales are made belonging to this product category, by ticking the Allow Commissions box. Only a single % is applied across the full category range.  If set to 0% then any values specific to the AR Salesperson will apply instead.





AR Salespersons commission settings allows for a multi-tiered % structure. You specify how many levels and what $ volumes apply for each % earned. 

When using Order Entry/IC items, these are only active if the Category is set to allow commissions at 0%.



 

A customer/sale can be shared across multiple salespersons according to %. In this case, they earn the commission % controlled by IC Categories and AR Salespersons, but shared according to the customer relationship split.



If you need any help configuring Commissions or adapting the reports to suit your needs, just log a new ticket and we'll be in touch.

The OpusXenta Team

 

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