Sales Person Commission Setup (ORD)

Overview

TRX Enterprise has robust commission tracking abilities that span over three modules. The user will have control over what commissions are calculated on, who gets commission for what invoice as well as when and how commissions are paid out. We even give you a commission suite to adjust, update and print out commission reports.

Detail

Setup

Before we go into how commissions work in TRX we must first set the modules up to calculate them. We have setup points in the following modules.

1. Order Entry Setup Screen

2. AR Setup Screen

3. POS Setup Screen

4. Order Entry Salesperson and Commission Screens

Commission Calculations

There are multiple ways that commission calculations and percentages default into an order, they have a hierarchy to establish which one gets used and when.

1. Order Entry

2. POS

3. Projects

4. Split commissions

Commission Reporting

TRX has a commission suite that will allow management to edit commissions if needed and report on and update the reporting of commissions based on when they were earned.

1. Adjust commissions

2. Commission Report

3. Update Commissions