Sales Representative commissions are assigned only at the product level under the Custom General Attributes of all products. Commissions in CORESense are assigned at the product level. There are three different methods in which commissions are calculated:
Profit = the commission is calculated as the amount in the commission rate field multiplied by the sale price of the product - COGS for that product (COGS is from the order items table).
Top Line = the commission amount is the sale price multiplied by the amount in the commission rate field.
Fixed = the commission amount is exactly the number in the commission rate field. If the commission rate is fixed then the commission amount is automatically set as a dollar amount.
Path: Products > Product Manager > Custom General Attributes
The following three fields need to be complete per each product that has commission earning associated with it.
Field |
Description |
Commission Rate |
The numerical commission amount associated with the sale of the product. |
Commission Rate Type |
Select the type of commission rate for the product. Fixed - a flat amount per product (i.e., $2 per sale) Profit - rate percentage calculated based on Retail - Cost Top Line - the commission amount is the retail price multiplied by the amount in the commission rate field. (i.e., enter 2 for a 2% of each sold item) |
Insert Date |
Enter the end date in which the possible commission earnings end. This is an optional field. |
The Commission sales information is accessible in the Commission report located under the Reporting tab. The dollar amount on the report reflects the commission rate and the commission rate type for each product. Enter a date range for the report and click the GO button to view the report.
Path: Reporting > Report Center > Choose Report > Commission Report
The commissions report will summarize the following columns per salesperson:
Order # (the total number of orders recognized for this reporting period)
Return # (the total number of returns closed during this reporting period)
Units Sold (the sum of the units sold for recognized sales less the sum of the units returned from closed returns)
Unit Price (the sum of the unit price for recognized sales less the sum of the unit price for closed returns.)
Extended Unit Price (the sum of the extended price for this salesperson)
COGS (the sum of COGS for this salesperson, from the order_items table, for all sales that she has received a commission for)
Commission (the sum of commissions for this user). If the sum of commissions is less than zero, then the value should be zero.
The commissions report will summarize the following columns for ALL salespeople:
The commission sales information is organized according to the header columns cited in the image below.
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