Sales Commission
One document per commission period: the list of reps with their targets, then the app computes actual sales, profit, and commission per the Commission Rules - and, if wanted, posts paid commission to payroll.
When To Use This Form
- At each period end (month/quarter) to compute sales commission.
- At the start of a period to set targets per rep - they can be copied from the previous period.
- When commission is agreed and will be paid through salary: Post to Payroll.
Fields To Watch
| Field | What to watch |
|---|---|
| From Date, Until Date, Division, Currency | Period bounds and scope. Sales counted: Sales invoices and POS receipts in this range. |
| Sales Representative Group | Empty = every group joins on Fill Salesman List. |
| Subtract Sales Return, Subtract Transaction Discount, Subtract Product Discount | Deduction toggles: returns, invoice discount, and line discount are taken off turnover before commission is computed. |
| Only Fully Paid Invoices | Only settled invoices count. |
| Commission Follows Payment, Only Accepted Payment | Paid commission is computed in proportion to payments received (and, when on, only accepted payments). |
| Accumulate Commission Rules | On: every matching rule is summed; off: only the first matching rule. |
| Salary Type (Commission), Post to Payroll, Posting Date | Target salary component; turning Post on locks the period and writes one salary record per rep with paid commission, via the salesman-to-employee mapping. |
| Target & Actual Per Salesman tab | One row per rep: Sales Target is typed; Actual, Achievement %, Profit, Transaction/Product/Receivable Commission, Total, and Paid Commission are filled by Process. |
Working Order
- Fill the period, division, currency, and deduction toggles. Save.
- Press Fill Salesman List - every active rep (in the chosen group) enters the tab.
- Type each rep's target, or press Copy Previous Period Target.
- Press Process Actual & Commission. Actuals and commission fill in per the active Commission Rules.
- Review; repeat Process any time before posting - typed targets are kept.
- Turn on Post to Payroll and save when commission is paid through salary. The period locks; turning it off withdraws the posting.
Common Problems
- Zero commission for everyone: no active Commission Rule, or its formula does not match the category used.
- A rep is missing from the list: inactive, outside the chosen group, or added after Fill Salesman List (press it again; existing rows are not duplicated).
- Posting fails for some reps: that rep is not mapped to an employee, so there is no target salary row.
- The Sales Representative Target vs Actual report reads this document as-is - re-process first if the data looks stale.
Menu Location
- Sales & POS / Customers & Sales Team / Sales Commission
/form/salesmancommission