Quick Guide

1. Define commissions setup and salespersons setup
2. Define commissions calculation setup
3. Calculate and post commissions
4. Settle commisions and create purchase invoices

 

Subscription
Some features of the Commissions App require a subscription. The subscription can be activated from Subscription control panel or directly from the notification messages that the system proposes, by clicking on the link that allows you to start the subscription wizard. See Eos Solutions website for more information.

 

Commissions

The App Commissions (CMS) is used to manage and calculate sales commissions for salespeople. The basic flow includes:

• Define setups for each salesperson. At this stage you can define the basic contractual conditions for each agent (prepayment, settlement period, etc.).

• Define salesperson roles and sales networks

• Set the commission calculation method

• Generate commission entries either manually or through sales documents

• Ability to manage prepayments or commission cost allocation

• Commissions settlement directly through the purchase invoices, or from settlement prospects

Commissions -  SUMMARY

Press ALT + Q and digit "CMS" for a summary of the functionalities:

 

 

Task	See
Enter the salespersons setup: Salespersons Roles (CMS), Salespersons Networks (CMS), Commission Groups (CMS)	Salespersons Setup
Enter the setup for the commission calculation: Commission Reason Codes (CMS), Commission Jnl. Templates CMS), Commissions Setup (CMS), Commission Period (CMS), Commissions Calculation Setup (CMS)	Commission Calculation Setup
Import commission entries still to be settled	Import commission entries
Reduce the taxable amount and the amount of the commission present in the individual commission entries	Commission Reduction
Manage commission entries: Commission Settl. Jnl. Lines (CMS)	Commission ledger entries
Manage advances and allocations: Commission Advance Calculation (CMS), Commission Cost Allocation (CMS)	Manage advances and allocations
Create purchase invoice for salespersons: Commission Purch. Doc. Create (CMS)	Create purchase invoice
Create purchase documents from settlement prospect: Create Commission Prospect (CMS), Commission Purch. Doc. Create from Prospect (CMS)	Create purchase documents from settlement prospect
Report	Report