Commission

Commission

Introduction

Commissions can be setup for printers who works with multiple print management companies/external sales team who pass on work in return for a percentage fee based on overall sell price.
This workflow will allow you to see how commissions effect your overall margin. Commission amount is available in the invoice details to help your reconciliation process.

By adding the commission capability, we help you with the following tasks:
  • You can calculate your overall margin when commission fees come into play.
  • Commission amount is available when invoicing to help your reconciliation process.

How to set up commission

Commissions can be configured in 3 places:
  1. Customer Record
  2. Pricelist mapping on customer details
  3. Internal users with the account manager option checked ‘On’
1. Customer Record:
Inside a customer record is a ‘Commission’ field. Enter the commission % here:



2. Pricelist mapping on customer details:

The customer-based setting can be overridden at a customer ‘Price List’ level inside a customer record. Against the pricelist, select ‘Edit Commission Rate’:




Enter the commission % here (this rate can also be edited at any time):



3. Internal users with the account manager option checked ‘On’:

Against a user with the option of ‘Account Manager’ turned on will show as ‘Commission’ field. Enter the commission % here:


Internal Account Manager cannot see the commission rates set against other Account managers.

Commission Hierarchy

Commission hierarchy is:
1. Pricelist (customer-based pricelist override)
2. Customer Commission setting (override by Pricelist)
3. Account Manager ‘User’ commission setting (overridden by Customer)

Commission in printIQ

The commission value is calculated as a percentage of the Retail price of the product.
Your commission calculation will show in the following areas:

Quote summary page.  
The commission cost will display on its own line:


Invoice Page:



Edit Commission in printIQ

Commission can be edited in multiple areas:

Quote

Commission can be edited on the fly against individual products.
On 'Order Details' screen, open the product dropdown by clicking the arrow next to the price:


This will expand to display price breakdown. Commission % can be clicked on and edited here:




Invoice
The commission can be edited by clicking the commission amount:




Clicking the amount above will load a 'Manage Commission' modal:



Once the invoice has been marked as sent, the commission button is disabled (You cannot edit the commission).

Job
The commission is editable inside the ‘Edit Job’ screen, under the 'Change Commission' tab:



Sales Order

The commission is editable inside the ‘Edit Job’ modal. The current commission rates will display and can be changed:



Reporting

To access the commission report, go to the ‘Reports’ screen and select the ‘Commission Report’:



The report will show as per screenshot below:




Additional filtering can be set under the ‘Filters’ button:


Settings

Invoicing_Commission_Roles:
This is a master setting that controls the user roles that have access to view and edit commission rates:



Contact support to have these changed from the factory defaults of Admin and Invoice Admin.

Commission Type:
Sets the type of commission structure withing printIQ. This is available within the Customise/Settings tab under the ‘Invoicing’ option:


There are 3 setting options:



Print Broker: Commissions can be set against the customer record and pricelist mapping on customer details.
Sales Rep: Commissions can be set against the customer record, pricelist mapping on customer details, and internal users with the account manager option checked ‘On’.
None: There is no commission structure enabled in printIQ

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