How can the commission allocation for specific salespeople be changed?
There are many ways to allocate commission for salespeople. Commission can be established while in the order, for a completed order, for specific line items, or by the use of global settings. STORIS establishes the commission percentage during order entry and stores it with each individual line item on the order. Note that changing global commission allotment does not update existing orders.
To change commission allocated to each salesperson while in the order process:
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Option 1 – To change commission for the entire order:
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Access the order. On the Customer page at the Salesperson field, click the extra Actions button to open the Multiple Salesperson Commission Screen.
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From this screen, you can add/change commission percentages or add/remove salespeople from the order.
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Option 2 – To change commission for a line item:
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Access the order. On the Merchandise page, select a line item then click the extra Actions button to select Additional Line Item Details.
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From this screen in the General page, click the extra Actions button to select Commission/Spiff Updates Screen where you can change the commission category and spiff amount.
To change the percentages allocated to each salesperson for a completed order, enter an even exchange using the following steps:
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Access the order via the Enter an Exchange routine.
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From the Customer page at the Salesperson field, click the extra Actions button to open the Multiple Salesperson Commission Screen.
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At the Order field, click on the Action button to access the Multiple Salesperson Commission Screen, where you can view and edit commission percentages for the salespeople on this order.
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Complete the exchange as an even exchange. The commissions update with your changes.
To globally establish commission for salespeople:
There are different ways to establish commission in this manner.
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You may establish percent commissions for salespersons according to customer via the Customer Settings (Point of Sale tab) or Advanced Customer Settings (Point of Sale tab).
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To calculate commission using matrices use Commission Settings. This screen can also be used to assign special commission rates or dollars to selected products and customers/salespeople. Note that changing commission percentage here does not update existing orders.