I ran across this question with a local (one-on-one) client of mine the other day…actually it was last month early. I got an e-mail from the business owner last week asking me if I could come back and show him again what we did. Seems that his assistant never came back to work after spending that hour with me in his office. Am I really that bad? Just kidding…well, sort of…she really didn’t ever return.
Anyway, today I want to talk about paying sales reps…actually gets more into reporting than it does paying the sales rep, but it was an interesting question.
His question was he had one sales rep he wanted to pay, he gets commission on the sales of the merchandise, any sales item, NOT including shipping/freight or sales tax.
If you go run a sales by rep summary (1st one)below…which pulls off of the one invoice (2nd one)below…see the next two screenshots…
Noice the bottom line item on the above report for $300.00 for Freight & Delivery…
For example…if you have this invoice which includes shipping of $300.00 (highlighted)…you do not want to pay your sales rep a commission for this delivery charge. So, what’s a person to do…how do you get the total amount to calculate your reps commission?
Sure, for one invoice, you subtract the $300.00 but in a month, what if you had 20 or more invoices to do…there would have to be an easier way of doing this otherwise, well, I wouldn’t be blogging about it now would I?
To get the shipping or anything else out that you didn’t want to pay commissions on, you need to modify the report by filtering out the items that you do not want to include…in this case we want to include everything EXCEPT the delivery charge of $300.00.
The same is true for all other reports, modify your reports to get the data you need out of it. QuickBooks should be working for you. If you are putting the data into you, you should be able to get the data out in the way that you want to see it. Honestly, it takes some getting used to.
On nother note, I will be writing soon about customizing invoices and receipts, how to, why, etc. I am gathering a handful of highly customized invoices and receipts now, if you or your associates have one they could send me I would appreciate it…something this is out of the norm that doesn’t look like the generic QuickBooks form please send it to me…perhaps I’ll have an opportunity to display it. Send them to firstname.lastname@example.org.