Generating Payments To Sales Representatives

Generating Payments To Sales Representatives

Let's see how commissions are paid to a sales representative. The key here is to determine the jobs we would like to pay
out. We click the Main menu / option sales representatives / option commission payment
The commissions payment window opens containing different areas:
• the upper area displays our company's sales representatives. On the left to each sales representative, there is a
selector that can be enabled if we want to pay commissions to that sales representative.
• the central area includes filters related to dates, both those related to the completion of jobs (fields Jobs completed
between the dates and the fields Date from / Date to), as well as those related to the collection of these jobs
(fields Jobs collected between the dates and the fields Date from / Date to). In these fields we indicate the
range of dates within which the jobs that we want to pay for the previously selected sales representative have been
completed or collected
• the lower area with a list of different states in which the jobs may be and that we would like to settle (they are
exclusive).
- verified invoiceable jobs
- verified invoiceable and non-invoiceable jobs
- verified non-invoiceable jobs
- jobs invoiced with the amount of uncollected maturities. Sometimes, we may want to pay commissions
for jobs that our company has already invoiced but that have not yet been collected.
- jobs invoiced with all the maturities collected. This is the most common situation because usually our
company does not want to pay out anything that has not yet been collected.



To proceed with the payment, we select:
• the sales representative we would like to pay.

• the range of dates within which the jobs that we want to pay for the previously selected sales representative have
been completed or collected

• the status of the jobs we would like to pay
Since the statuses are exclusive, if we want to pay out commissions related to invoiced jobs with a pending amount
of uncollected maturities and invoiced jobs with all the maturities already collected, we will have to perform this
process 2 times (once with the pending maturities and once with the collected maturities).
We click the option display and a window opens at the bottom with a table displaying all the jobs that match the provided
search criteria (sales representative, range of dates, job status).

For each job, the table provides the commissions totalled by materials and by operations.
At the same time and for each job, the table provides the following information:
• job details. By clicking the icon down arrow on the left, the following job information is displayed: the job
number, the technician who carried it out, the job type (recurring, call-out etc.), the job start and end dates,
the monetary amount of the job, the discount, the commission %, the total amount, the job invoice number
if available)


• the invoice client: number and name
• the site client: number and name
• the job’s total amount or the amount charged to the client for that job with the discounts applied
• the sum of commissions from materials (including those related to the fee)
• the amount of the commissions by operations
• the total amount of commissions (from materials and operations)
• the details about the acceptance slip line items and their applicable commissions. If we click the icon
down arrow to the right, the line items of each material and each operation of that job, that may generate
a commission, are displayed. For each item, it shows the used units, the unit price, the discount if it has
been applied, the % of the commissions allocated to that sales representative and the materials/operation
and the totals per item (according to the units, the discounts and the commission %).

Finally, the table at the bottom offers us the total of all the jobs regarding the job’s amount, the commission of the
materials, the commission of the operations and the commissions total.



To proceed with the commissions payment, we select the jobs we would like to include in the commissions payment using
the selector on the left of each job. If we want to choose all the jobs at once, we click the selector found in the table header.
The field total of the selection is updated with the commissions of the selected jobs.
We click the option accept. The payment completion window opens where we can write a remark. We click the option
accept to validate the commissions payment process.
We have just generated the payment. All we have to do is pay the commissions to every sales representative.


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