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xTuple Enhanced Commissions Product Guide |
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xTuple Enhanced Commissions Product Guide |
| 4.5. Employees, Managers and Groups | ||
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 | 4. Commissions Scenarios |  |
In our next scenario, our normal customers are moved to internal sales. To accomplish this, we need to remove the existing sales reps from customer TTOYS and assign John Smith as sales rep. Navigate to the tab for Customer TTOYS:
Follow this path:
Select .
Double click customer TTOYS
Select the tab.
For both sales reps, highlight, right click and select .
Click the button.
Select sales rep JSMITH from the drop down menu.
Check the Primary option and click the button to save.
New sales rep for Customer TTOYS
With enhanced commissions activated, it is possible to manage the apportionment of commissions to sales reps and sales rep managers. A sales rep becomes a sales rep manager when his xTuple code is entered against the manager field of another sales rep's employee setup. For our purposes we will assign sales rep "ADMIN" as John Smith's manager, as shown in the following screen:
The Employee setup screen can be accessed via the button on the Sales Rep setup screen.
Sales rep manager on Employee setup screen
Both the sales rep and the sales rep manager need to be employees for the enhanced commissions package to recognize this relationship.
The internal sales reps are assigned to a sales rep group called "Internal," as shown below:
Sales Rep Group
And a corresponding sales commission schedule is created to be applied when internal sales reps are assigned on a sales order:
Sales Commission Schedule
Note that the effect of this commission schedule would be the same as a 7% fixed commission rate defined against the sales rep. However, when a sales rep manager needs to be included, a commission schedule is necessary―and the Include Sales Managers option needs to be selected, as shown in the following screenshot:
Sales Commission Schedule Assignment
When we place an order for customer TTOYS after the above setup requirements have been met, we see that the sales rep's manager is automatically included for commissions on this order:
Commissions for sales rep and manager on Sales Order Item
After saving the sales order item, commissions for both the sales rep and the sales rep's manager are visible on the tab of the sales order:
Commissions for sales rep and manager on Sales Order
As seen before, the invoice and payment from the customer must be posted before the sales reps can be paid. The next step after posting the invoice and the payment will be to pay the sales reps. We mark the commissions as paid in the sales rep commissions report. To get there, follow the path :
Sales Rep Commissions report before payment
Notice that the payments are still flagged as not paid. Next, we will look at how to pay these sales reps with checks.
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| 4.4. Split Commissions |  | 4.6. Checks |