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Paying Commissioned Sales Peop…
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Last modified on 10/28/2013 2:34 PM by User.

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Paying Commissioned Sales People in OASIS

Overview 

Once you understand how the “Sales Accounts” area works in OASIS, you can add the ability for OASIS to calculate commissions and report. We call this “Payday Reporting”. For more on understanding Commission Accounts click here.

There are many different ways an agency can pay a salesperson:

-   Salary

-   Salary and commission

-   Salary and a percentage of overage or markup

-   Fully Commissioned

The later is what we will cover in this article, however many of the steps will apply to other possibilities.

 

Order 

On the order screen (General tab) you will see the “Sales Accounts” area.

These sales accounts in OASIS and can be found under Configuration > Sales Accounts.

Sales Accounts are simply “Who gets credit for the order”. Giving a person or entity credit for the order will show sales dollars and “earnings” dollars on any reports associated with this commissioned account. Many times credit for orders are split between sales people, branch offices or other entities. You can enter the number of splits necessary but the total amount must equal 100%.

 

Sales Accounts 

These “Accounts” can be people, branch offices, house account or any other entity needed. A Sales Account will need to be created for any person, branch office or entity receiving credit for an order.

 

To create a new Sales Account

Go to Sales Accounts.

 - Click on the New button on the toolbar, or go to File, then New Sales Account.

 - Enter the Account (how it is listed in the drop down menu).

 - Enter the Description (More complete description of the account).

 - Make sure Active is checked.

 - Click OK to make active.

 

To edit a Sales Account, go to Configuration, then “Sales Accounts” 

 

-    Open (double-click) the desired Sales account.

-          In the Edit Account window:

  1. Account –  the Account name
  2. Desription (optional) - more completely describe the Account name.
  3. Crossover Account (optional) - if crossing over to an external data system such as Quickbooks, Peachtree, etc, you can match the account to the account number in the external data system making it easier to generate reports for entering into an accounting system.
  4. USE 5, 6, 7 ONLY IF PAYING COMMISSIONED SALES PEOPLE
  5. Percent of Commission – of the sales account credit on the order (General tab) enter the percentage of the commission this sales account receives on the order.
  6. Percent of Overage – of the sales account credit on the order (General tab) enter the percentage of the overage this sales account receives on the order.
  7. Percent of Margin – of the sales account credit on the order (General tab) enter the percentage of the markup (profit) this sales account receives on the order
  8. Active - is the account active? If not, or it becomes inactive, simply un-check.
  9. Standard Percentage – Resell only, the standard tax rate, see the Resell section on the OASIS Help Site for more help. 

EXAMPLE

 

 

Here are three scenarios to see how the above example would work

 

Scenario # 1

Salesperson Jane Doe gets 100% credit for the order

 

PO #                      Sales                      Commission       Overage

12345                    $1000                    10%                        $0

-          Sales Account Jane Doe receives 18.5% of the 10% commission on $1000

-          $100 commission x 18.5% = $18.50

-          Total due Jane Doe = $18.50

 

 Scenario # 2

Salesperson Jane Doe gets 100% credit for the order (same as above)

PO #                      Sales                      Commission       Overage (assumes already split with mfg)
12345                    $1000                    10%                        $100

-          Sales Account Jane Doe receives 18.5% of the 10% commission, plus 1% of any overage

-          $100 commission x 18.5% = $18.50

-          $100 overage x 1% = $1.00

-          Total due Jane Doe = $19.50


Scenario # 3
 

Salesperson Jane Doe gets 50% credit for the order and John Doe gets 50% credit

 

 

PO #                      Sales                      Commission       Overage
12345                    $1000                    10%                        $0

-          Sales Account Jane Doe receives 18.5% of the 10% commission on $500

-          $50 commission x 18.5% = $9.25

-          Total due Jane Doe = $9.25

 

Reporting

When running most order reports by account (salesperson) you will see only the portion credited the account. For example in Scenario # 1 Jane Doe would get credit for $1000 in sales dollars, while in Scenario # 3 she would receive $500 credit.

 

Below is an example of a Bookings report ran by Account, the report is broken out by manufacturer. In the report PO # 111 is split between Demo and Sal2. The total amount of the order was $422.00. Notice on this report for Demo (account) it gives 50% credit to Demo ($211.00)