Add Sales Rep Commission Payment
1 – Click into the Inventory Center .
2 – If applicable, click on the Component tab of the Unit you want to access.
3 – There are two ways to access the Sales Rep Commission Payment page:
a) With your mouse, hover over Sales Rep to Financial to Commissions to Payments and click on Make Payments.
b) Click on Payments and then click on Make Payments.
4 – Under Payment Setup, click on the dropdown to select the Sale Rep for whom you want to record a Commission Payment.
5 – A list of Payments that are owing to the selected Sales Rep will come up. Check the box(es) beside the Unit(s) for which you would like to record payment(s). The payments will automatically populate the Commission Payments, Bonus Payments, and Total Payments fields.
6 – Enter the amount of the total Commission Payment in the Check Sum field.
Note: The amount you enter must match the amount in the Total Commission field in the Total Payments column on the right.
7 – Under Record Payment, select the Payment Date if different from the current one.
8 – Select a Check Number from the dropdown or enter a number in the New field.
Note: Check Numbers that are entered and saved will appear in the dropdown.
9 – Enter Comments in the space provided if desired.
10 – Click Save.
Warning: Once a Commission Payment is recorded, it cannot be edited or deleted.
The Commission Payment(s) will be listed on the Sales Rep Commission Payments screen as well as in the Commission Report.
- Access Sales Rep Bonuses
- Add Sales Rep Bonus
- Delete Sales Rep Bonus
- Update/Edit Sales Rep Bonus
- Access Sales Rep Commission Structures
- Set Up Sales Rep Commission Structure
- Remove Sales Rep Commission Structure
- Update/Edit Sales Rep Commission Structure
- Access Sales Rep Commission Payments
- Access Sales Rep Commission Overrides for Project
- Access Sales Rep Commission Overrides for Inventory Unit
- Override Sales Rep Commission for Project
- Override Sales Rep Commission for Inventory Unit
- Update/Edit Sales Rep Commission Override for Project
- Update/Edit Sales Rep Commission Override for Inventory Unit
- Remove Sales Rep Commission Override from Project
- Remove Sales Rep Commission Override from Inventory Unit