As you navigate through iPoint you will see users listed as sales staff, project managers, and technical designers on various documents. A commission indicator will be displayed next to their name:
– a green icon indicates commission has been calculated for the user
– a grey icon indicates no commission is available for the user
Clicking on the icon opens a commission detail window that provides detail about the commission.
The grey box at the top details the commission schedule.
- Adjustment – entering an amount in this field adds an adjustment to the commission. This can be either a positive (increase commission) or negative (reduce commission) number.
- Schedule – this dropdown menu shows the commission schedule applied to the individual transaction. The sales person’s default commission will be displayed, but it can be modified here.
- Clear – 0% button – press this button to delete the commission calculation for this sale.
- Type – this dropdown menu defaults based on the Schedule setting
- Separate Parts & Labor – placing a check in this box will separate Parts and Labor commission. The above Type field will be changed to Type (Parts) and a new Type (Labor) dropdown appears
- Type (Labor) – this shows the type of commission paid on labor
The window to the right of the commission details shows the commission rates displayed in numeric values.
Note: With the correct permissions, all of these fields can be adjusted to modify the commission calculations used on the individual sale. Modifying these numbers does not change the default schedule or the standard rate for the user.
Below the grey box is a quick summary of the sale.
- On the left is the basis, or what the financial picture for the document is, including total price, cost, and profit along with the margin. These details show for the entire job or separately for parts and labor based on the settings above.
- On the right side are the commission amounts.
The Options button gives you the ability to:
- Refresh the report – commission calculations are completed on a script that runs behind the scenes. Click this button to run the script manually instead of waiting for the automated schedule.
- Delete – makes the commission calculation go bye-bye. It does not delete the schedule or the commission settings on other sales documents.
The commissions are prominently displayed above. But do you want to see the math behind the calculation? Click the Comm Breakdown button to see a report of how the commission amounts were computed.
The Payments tab provides a history of all payments made against the commission on the sales document.
You’ll see the Date, Check Number, Payment Comment, and Amount of each payment.
And if the payment details is missing, use the New Payment section to manually enter the specifics of the payment.
Note: Commissions are not paid out of iPoint. Changing these values do not affect any payroll information in QuickBooks. iPoint will generate a report with these numbers so that you can manually enter the commission details into your payroll software.
Again, these fields are all editable with the correct permissions. Otherwise they are informational only.