ORD > Order Entry Special Functions > Order Entry Setup
Overview
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Multiple Salesperson – With TRX you can have multiple salespersons receive commissions on a sales order. This feature has two important caveats that must be understood before deciding to use.
First and most important at the current time this feature is not supported in the POS or Projects module it is only for order entry. You can have it turned on and use commissions in POS and Projects, but the advanced, split commission feature is not available.
A line item on an order will only have one commission percent applied to it. That percent will figure the total commission that is to be paid out for that line. The multi-commission option will then split that total commission by a pre-defined percentage per salesperson.
Example: There is a ten percent commission on a one hundred dollar order. The total commission would then be 10 dollars. Salesperson A gets 60% or 6 dollars and Salesperson B gets 40% or 4 dollars. In split commissions the total percent of the salespeople must always equal one hundred percent.
House Salesperson – Most users will use the house salesperson as a salesperson that does not receive commission or a salesperson that has a zero percent commission rate.
Update Cost from Inventory when invoicing - At first glance this may not seem to effect commissions in any way, however a good salesperson will always know exactly how much they are making on a sale. If your commission percent is based off of margins and this box is checked you must be prepared to explain how the cost of the item suddenly changed from the time the salesperson sold the item to the time it was invoiced.
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Default Commission Calculation – This box in AR setup will let you decide how you want to calculate your commission amounts on the sales order. The commission amounts are figured on a line item basis and not on the order total. Above are the options available to you.
Important note: This is a default value; this will be over written if you use an item specific commission rate from the Item commission setup screen. There is a hierarchy that will be covered a little later.
Default Commission Percent – The default commission percent is the lowest priority of commission. In the event that there is not a default commission calculation or an individual Item Commission the default commission rate will be applied. It is a last resort option.
Commission on Shipping – Check this box if it is your practice to pay out commission on shipping charges.