Commission Report

The Commission Setup and Commission Report features allow users to configure commission percentages for different classifications and view detailed sales commission data. Below is a step-by-step guide for setting up commission percentages and accessing commission reports.

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Setting Up Commission Percentages

1. Access the Commission Setup Screen

   • Navigate to Settings → Commissions in your application.
   • The Commission Setup page will be displayed, as shown below
     

2. Configure Commission Percentages

   • Step 1: Under the Setup By dropdown, select the classification type:
     • Department
     • Category
     • Sub-Category
   • Step 2: Add commission rates:
     • In the table, click the Add Button (+) to create a new row.
     • Select a specific classification (e.g., "Electronics" for Department).
     • Enter a commission percentage (valid range: 0-100%). If the entered value is outside the range, an error message will appear: "Commission percentage must be between 0 and 100."
   • Step 3: Delete or update commission entries:
     • To remove an entry, click the Delete Button (X) beside the corresponding row.
     • Ensure there are no duplicate entries for the same classification. If a duplicate is detected, an error message will display: "Duplicate entry: A commission rate for this classification already exists."

3. Save Your Configuration

   • Once all entries are complete, click the Save button to finalize your commission setup.
   • Ensure only one classification type can be configured at a time.
     

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Accessing and Using the Commission Report

1. Access the Commission Report

   • Navigate to Reports → Commission Report.
   • The Commission Report page will be displayed, providing a detailed breakdown of sales. The View includes The Setup Method, Commission, Net Sales

2. Set Filters for the Report

   • Use the filters at the top of the report to narrow down the data:
     • Date Range

3. Customize Grouping and View Options

   • Under the View By dropdown, select the desired grouping:
     • Department Summary
     • Category Summary
     • Sub-Category Summary
     • Vendor Summary
     • Item Summary
     • User Summary

4. View and Export Data
   Users can Choose to Download the Report as a PDF or can export as a CSV File

5. Pagination for Large Data Sets

   • If the data set is extensive, use pagination at the bottom of the report to navigate through the entries.
     

By following these steps, you can effectively set up commission configurations and monitor sales performance through comprehensive reports. For further assistance, refer to the screenshots for visual guidance.

Articles in this section

• Item Import Field Descriptions
• Overview
• Merchant Onboarding
• Navigation Bar
• Reports
• Items
• Settings
• Dashboard Overview
• Company
• Register

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