Customer needs

Automatic calculation of gross margin per salesperson according to their sales and commission cost.

Requirements

1. Allow to assign commission cost to each sales document and calculate gross margin for each particular sales person and document.
2. Generate Commission report grouping and filtering by representatives with the following calculated fields:
   a) Sale
   b) Cost
   c) Commission
3. Allow managing access to the Commission report as well as the Commission cost field.

Solution

Commission report extension includes:

• Commission report
  Commission report showing the gross margin per salesperson.
• Sales documents (Sales invoice, Credit memo) additional attributes
  Commission cost attribute allows to add additional fees without adding to the sales invoice.

Commission report

Commission report grouped by the sales representative and state.

Filtering by a sales representative is available.

The report shows the following fields:

• Sales representative
• State
• Sales invoice number
• Sales order number(s)
• Customer name
• Sale (no tax, no discounts, no shipping fees)
• Cost - Commission cost additional field
• Sales representative’s commission - Calculated by the formula provided by users

Only fully paid invoices for the selected period are displayed in the report and count for commission calculation.

The return appears on the report as a separate line with the same fields described above.

Any returns will decrease the subtotal and affect the commission calculation.

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