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The commission's report is a |
Excel file that allows users to visualize each of the sales per customer executed by your sales team during a set time frame. |
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For Customers with FOB Price enabled:The system will separate the Flower price and the Fuel Surcharge information in the commission report when the customer has FOB price enabled. |
Table of Contents
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Create a Commission Report
Based on the invoice due date and the customer payment terms, the system will calculate the commission basis for each
account manager.
To generate a commission report, do the following instructions:
Go to Reports
.
Click on Salesperson Reports.
Here is how the report will look:
How to read the report
- Invoice date: the date the invoice was created.
- Payment date: the date the invoice was paid or partially paid.
- Invoice due date: due date based on the customer's payment term.
- Payment amount: the amount that was paid or partially paid on the invoice.
- Total invoice amount: the invoice amount due (taxes and additional charges included).
- Invoice flower amount: the invoice amount without taxes and additional charges.
- Invoice credits: credits applied to the invoice (taxes and additional charges are not included)
- Discounts: order discounts.
- Commission basis: Balanced paid before the due date (taxes and additional charges are not included).
- No comm: Balanced paid after the due date (taxes and additional charges are not included).
Enter the date range and salesperson.
Optional: Enter a customer. If you leave this field blank, the report will include every customer on the report.
Select the type of commission report you want to export:
Commissions Report - Standard.
Commissions Report - Settings.
Enter the email address where the system will send the report.
You will receive the report via email shortly with a link to download it.
How to read the report
Invoice date. Invoice creation date.
Payment date. Invoice payment date.
Invoice due date. The due date. Based on the customer's payment terms.
Payment amount. The total payment amount.
Total invoice amount. The amount due. Includes taxes and additional charges.
Invoice flower amount. The total invoice amount excluding taxes and additional charges.
Invoice credits
. Total credits applied to the invoice
excluding taxes and additional charges
Discounts. Discounts
applied to the order
.
Commission basis
. Balanced paid before the due date
excluding taxes and additional charges
.
No comm: Balanced paid after the due date
excluding taxes and additional charges
Example
It's important to know that the invoice due date depends on the payment term of the customer, the credit period and the last day of the month settings (enabled while adding or editing payment terms) , for example:
Customer: Fresh Flowers Wholesale.
Payment Terms: Net 30.
Credit Period: 40
Invoice date: 08/10/2020
Commission report Invoice Due Date column should be: 09/19/2020
In addition
, if an invoice is partially paid the system calculates the commission basis corresponding to the amount paid. Here is an example:
Total invoice amount: $8,397.03
Invoice flower amount: $7,146.00
Payment amount: $2,000.00
Commission basis calculation
2,000.00 / 8,397.03 = 0.2381794515441769
7,146.00 * 0.2381794515441769 = 1702,030360734688
Commission basis: $1,702.03
If there's no information added in the Credit Period field and the End of the month is not enabled, the system will
calculate the Invoice Due Date based on the payment term.
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| title | FOB price enabled |
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