This new feature allows sales commission for a single invoice to be distributed to multiple sales staff. The distribution can be determined by the user prior to converting a quote to an invoice (or posting a credit note).
This feature includes:
- Configuration option to activate commission sharing features
- Commission Details section on the Order Header screen
- Commission Details entry screen
- Updates to the Create Invoice / Create Credit note processing rules
Commission Calculation Example
Note - these examples are simplified and do NOT take into account the impact of tax on the calculation of commission. All commission earnings are based on the TAX EXCLUSIVE amount, per existing byondpro commission calculations.
Example 1:
Each of the ITEM CATEGORIES has been configured with 10% Salesperson commission.
Commission will therefore be calculated as 10% of the total order (6300 = $630).
The commission has been split 3 ways, with 10%, 50% and 40% allocated to each respective salesperson in the list
Example 2:
Only the memorial item and ROI location categories carry a defined commission applicable. Interment services have no commission.
Memorial items are assigned a 5% commission rate and ROI items have a 10% rate.
TOTAL: sum (salesperson commissions)
ITEM 1 / ROI 4,500 * 10% = $450.00
ITEM 2 / MEMORIAL 1,150 * 5% = $57.50
ITEM 3 & 4 / INTERMENT $0
TOTAL COMMISSION EARNED: $507.50
The commission has been split 3 ways, with 4.5%, 45.5% and 50% allocated to each respective salesperson in the list:
Apply % shares, rounded to 2 decimals
Sales 1 4.5% $ 22.84
Sales 2 45.5% $ 230.91
Sales 3 50.0% $ 253.75 = $507.50
