Sales Documents

Description

Once direct commission rates have been set up, commissions will be automatically generated every time a sales document is posted, with no further user interaction required.

Sometimes, however, it can be useful to set particular commissions to a single sales line or alter the way commissions are generated for a particular document. Here you will find the different options available before a sales document is posted.

Assign Multiple Salespeople

Many times, a sale is the result of the work of several salespeople. iDynamics Commissions lets you specify every salesperson that took part in the sale, and how that will be reflected when generating commissions and sales statistics.

Learn how to assign multiple salespeople to a sales document

Lock Salespeople Assigned to a Document

Lock the salespeople assigned to a document, so that users with limited permissions can't change the assigned salesperson, and so that changes to the sales document don't update the list of assigned salespeople by mistake.

Learn how to lock the salespeople assigned to a document

Exclude Lines from Commissions and/or Statistics

Sometimes you might want to exclude certain sales lines from the commission generation process, or even from sales amounts when getting reports (e.g. you probably don't want to see shipping costs as part of the amounts achieved by a salesperson).

Learn how to exclude sales lines from the commissions logic

Update Active Sales Documents

Maybe you just changed the commission groups assigned to each item, maybe the salesperson assigned to a customer changed. Commission values (e.g. commission groups) are calculated when a document is created and/or lines added to it, but can be easily updated if needed.

Learn how to update the values assigned to a sales document

View and Generate Commissions for Posted Documents

Direct commissions can be generated for posted documents. This can be useful once you have finished setting up commission rates, to generate commissions for the current period, to recreate commissions if the rates were not correctly defined, or even in order to quickly tests all the different reports and features without the need to generate new sales documents.

Learn how to generate commissions for posted documents

Credit Memos

When an invoice is cancelled, commissions will also be cancelled, reverting the original amounts. When a partial credit memo is created, though, commissions will apply to it as if it was a regular invoice.

Learn how commissions will be generated or cancelled when credit memos are created

Set a Specific Base % for Commissions

In certain scenarios, you might want to define that the salesperson (or an additional salesperson) should only get commissions on a % of the invoice amount.

Learn how to set a specific base % for commissions

Manual Commission % or Amount

If needed, the app lets you set a specific commission % for a whole document or some of its lines. Furthermore, you can also set a specific commission amount for each line, which can be helpful if you want to import invoices/commissions from an external system.

Learn how to assign a specific commission % or amount to an invoice

Discounts

Any discounts applied to a document will affect how commissions are applied, as well as the sales statistics generated.

Learn how sales discounts alter the way commissions and stats are generated