Commission Report

This report displays the sales commissions and spiffs for an individual employee or all employees for a specific date range. The information included on the Commission report is described below.


Item	Description
CommType	Identifies the type of commission that was used for a line: GM: Gross margin or gross profit (based on the report’s GP$ column) TS: Total sales or gross sales (based on the report’s TOTAL column) FD: Flat dollar amount (based on the report’s QTY column) S: Salesperson (from the work order’s SALES column) M1: Mechanic 1 (from the work order’s MECH1 column) M2: Mechanic 2 (from the work order’s MECH2 column)
Qty	Identifies the number of units for a line item.
Total	Identifies the total cost for a line item.
GP$	Identifies the amount over your cost for an item.
GPM%	Identifies the markup percentage for an item.
SpiffAmount	Shows the calculated spiff for each item sold by an employee.
CommAmount	Shows the calculated commission for each item sold by or worked on by an employee.
Split	Defines whether the commission matrix code used for a line item is set up with a MECHANIC 2 rate (even if the job was not actually split).

Tip: After you verify commission calculations, you can launch the report again, choose the same settings, and click Save & Lock. Commissions will not change on locked reports if you update any of your commission settings.

To generate a Commission Report

1. Select Reports from the Closing menu. The Report List appears with the Close tab selected.

2. Select Commission Report and click Launch. The Commission Report screen appears.

3. Look up one or more employees:

For one employee, click the Employee field and press . Then select the employee’s name from the list that appears.
For all employees, leave the Employee field blank. Commission calculations can be saved and locked only when generating a report for all employees.

4. Select a beginning and ending date for the report’s date range.

5. Define which information will appear on the report.

a. To include national-account and government-support sales, select the National and Government check boxes as needed.

b. To list the items sold, make sure the Detail check box is selected. For totals only, clear the check box.

c. To exclude customer commission totals, select the Employee Only check box.

6. Define whether you want to generate information about locked or unlocked commissions:

For unlocked commissions, select Current.

Note: Until you lock commissions, data on the report could change if you update the settings for commission rates, commission types, and the employee’s commission matrix.

For locked commissions, selected Locked (Saved).

7. Click Print. The Report Window appears.

8. Print the report and close the Report Window.

Once you have verified that the commission calculations are accurate, you can prevent them from being changed by launching the report again and clicking Save & Lock.

Warning: Once you save and lock the commissions for a date rage, you cannot unlock or change the commissions in that range.