How to set up salesperson commissions on Sage 300 Order Entry
Steps:
- In Order Entry, turn on commission tracking.
- Open Order Entry > O/E Setup > Options.
- On the Processing tab, select the Track Commissions option.
- On the Commission By list, select Sales or Margin.
- If you select Sales, Order Entry calculates commissions as a percentage of the
sales amount. - If you select Margin, the calculation is based on the margin amount.
- If you select Sales, Order Entry calculates commissions as a percentage of the
- Click Save.
- With the Track Commissions option selected, you can print commission data on the O/E Salesperson Commissions report as data becomes available.
- In Accounts Receivable, set up commission rates for each salesperson who is paid commissions.
- Note: You can edit commission rates at any time, but the new rates will affect only future commissions.
- Open Accounts Receivable > A/R Setup > Salespersons.
- Select a salesperson.
- On the Commission tab, select the Paid Commissions option.
- Select the number of commission rates to use (up to five).
- Example: You could use two commission rates to specify that a salesperson be paid 2 percent commission on the first $10,000 of sales, and 5 percent on sales over $10,000.
- If you are setting up multiple rates, specify the commission percentage for each
commission rate, and the range of sales amounts to which each rate applies. - Click Save.
- Note: You can edit commission rates at any time, but the new rates will affect only future commissions.
- In Inventory Control, allow commissions for each item category that accrues commissions.
- Important! Item category commission rates override salesperson commission rates. If you want to use the salesperson commission rate you specified on the A/R Salespersons screen for sales of an item, you must set the item’s category commission rate to 0 (zero) percent.
- Open Inventory Control > I/C Setup > Categories.
- Select an item category code.
- On the Options tab, select the Allow Commissions option.
- Specify a commission rate to use for items in the selected category.
- If you want to use the salesperson commission rate you specified on the A/R
Salespersons screen, enter 0 (zero) in the Commission Rate field. - If you want to override the salesperson commission rate, enter the rate to use in
the Commission Rate field.
- If you want to use the salesperson commission rate you specified on the A/R
- Click Save.
- Note: Each item category in Inventory Control can have a single commission rate. If you want to specify a different rate for an item, you can change its category when you add it to an order.
- Important! Item category commission rates override salesperson commission rates. If you want to use the salesperson commission rate you specified on the A/R Salespersons screen for sales of an item, you must set the item’s category commission rate to 0 (zero) percent.