Commission report

The following configuration is used by the commision reports:

•     Define the commission rates for each team member per product type
•     Each sales order has a "Entered by team member" and it is defaulted to the person who is entering the new order
•     Each customer can be assigned with a "Managed by relationship manager" or sales rep
•     The report has an option to report by either the Entered by person or, by the customer's managed by person
•     The sales data and calculations come from the invoices (and credit) done for the selected period

The difference between a relationship manager and a team member is:

• Relationship manager is set/entered on the customer card file, this is equivalent to the sales rep for the customer
• Team member is set against each sales order, this is defaulted to the person who logged in and who enters the sales order/invoice.