ProSoftMod Commission Report Documentation

Transcription

1 ProSoftMod Commission Report Documentation The purpose of these modifications is to produce commission reports by salesman. The reports can be done by total sales or gross profit. The can also by produced by total sales or by paid sales. You have the ability to select invoices by date to produce there reports. You can produce reports by salesperson or by invoice. You also have the ability to rerun a final commission report from a past run by using the final commission date. You also can delete prior reports when you are ready. You have the ability to setup passwords if you desire. You are also able to remove the project when you are through with it. Peachtree needs to be open before the project will work. If you open the project and peachtree is not open it will open Peachtree and open the last company opened. If Peachtree has not been opened it will show you all of the companies available and you can select the company you need Once the project is loaded you need to set it up before you can use it properly. When you first go into the project you will be asked for a password. You will see the following screen To login in until you setup security the user is admin and the password is password. Be sure you add a user and password for security. You will have 5 chances to use this project before you have to activate it.

2 You will receive this warning until you have registered it. The next screen you will be the registration screen

3 You can continue without registration for 5 times before you must register it. The code at the top of the screen RJLMSWCJH7QK2J8N that registers the project. This is a generation of serial numbers and cannot be duplicated to load this project on another machine. When you register the project for the key you need to fill out the registration form and send it to us

4 You will be sent a registration id. You enter the modification you have and the registration number sent back by us. This will register your product and you can continue setting up the module. After entering the module and activation key you will get

5 You are nor registered and will remain registered unless you have to change machines. If you do you will need to contact us. The following is the main menu where all enhancements will be executed from.

6 Select the main setting where your module is located and executed it. All module functions will be located on the following menu. If you need to see the whole screen hit the minimize to minimize the menu and maximize to return to the normal size Set commission options will determine if the base commission is done by gross profit or total sales. The commission method is calculated by total unpaid sales or by paid sales. The default commission is used if the sales persons are not assigned a commission percent. If the display message for invalid salesperson is checked and you try to select a salesperson that is not valid the system will give you a warning message at that time. Set the base commission the default commission then save and exit. In order to speed up the import process you will see an update the database. The first time into the program you will have a message appear that the database has not been updated. When you say yes the update screen appear. Select all then update. This can take several minutes.

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8 Set Commission Criteria. This section is to enable you to setup special commission by salesperson or a team or all (*). Setup item type stock items service or nonstick or again (*) all. By certain item numbers or all items by client type or all or one or more price codes and assign a special commission rate. The purpose if this section is to run specials on products or salespersons on certain items.

9 Maintain Salespersons All salespersons have to be setup in Peachtree Payroll as a sales rep or both before you will see then in this screen. When you first come into this view all of the salespeople will show on the right side. All you have to do is select the salesperson you want which will move it to the left side. The salesperson code and name will fill in. You then fill in there commission percent in the commission rate. When you make the sales person inactive check the status box. The first time you set up a salesperson you can enter the total commission they have received. This is only the first time. The commission amount will show the last commission paid to the salesperson. YTD commission will be total commission as of the date shown. At the end of the year the YTD commission will be moved to prior year commission and the prior year commission will be added to the total commission paid. To setup a salesperson double click on the salesperson you want on the left side and it will move to the left side and be removed from the right side so it cannot be duplicated.

10 Main Teams

11 The concept in setting up teams is for companies that use multiple salespeople to sell products. The team has to be set up in peachtree as a sales rep. Then you set the team up in team setup by selecting the team and select make a team. You assign the sales commission that the team is assigned. Then you select from the right side each sales person assigned to that team and assign a commission to them. The total number of salespeople is 15 and the total commission amount cannot exceed 100 %. The total commission amount must equal 100%. Even though a salesperson is assigned to a team they can also be assigned as a standalone salesperson. If you need to make changes use the search command to make your changes. Import sales invoices

12 You have the option to import sales invoices by date. You select the date of the data you want to process on this screen and the following screen will show you the data. Be aware the more data you select the slower the selection will be.

13 You have the option to select all data or only the data you want to process for this run. To select all data select the select all then save all. If you only want some data check the data you want then select save selected. You can also clear all selected data by selecting clear. If you select a salesperson that is not a salesperson selected in the salesperson area you will get an error message if you have checked the box in the salesperson setup for the message to be shown. If you do not select all data you will get a message after you save the date asking if you want to select additional data. At this point you can select additional data or say no and continue. Unpaid commission report

14 This report will show all invoices not paid by sales person and the unpaid invoices. The heading will indicate if the system is setup for gross profit or for total sales. After running the unpaid commissions report you find a salesperson that has a wrong commission and you correct the problem you have to run the recalculate function. You select the beginning and ending invoice you want to recalculate and the program will do a recalculate using the new rates

15 Purge unpaid invoices If you find that you have imported the incorrect data period you have the option to purge them. When you select to purge unpaid invoices you can select the beginning and ending dates you wish to purge.

16 Final Commission Report

17 You will post the final commission by date. Select the beginning and ending date for final posting. You have the option to do a preview of the report before you post but the invoices will not post. The only way you can post these invoices is to print them. After printing the report you will be asked if the report printed properly and do you want to posy. When you say yes the system will notify you that it has posted the invoices.

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19 You are unable to post these invoices more than once. Commission report by salesperson When you first go into this report you will have the option to print all sales people or just 1 salesperson as well as when finalized period you want to print from

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21 You can print a report by sales person showing all invoices posted for that salesperson and totals. A separate page will be printed by sales person so you can distribute it to them. You can print or preview these reports Commission report by invoice

22 You are able to print a report showing what invoices have been finalized and what the commission was charged for each invoice. You can print or preview these reports. Reprint final commission report

23 The final commission reports are saved by the date they were finalized. They will be kept until you delete them. You can reprint a final commission report by selecting the date that it was finalized. These

24 reports cannot be changes only printed or previewed. Purge Final Report You can purge final commission report. There is no limit to how long you keep a report. To purge reports you need to know when the report was finalized. When you ask to purge the system will ask if you are sure and if you say yes it is purged.

25 Salesman report This report will show total sales for each ales person there commission percent commission amount ytd commission prior year commission and total commission paid. Create change users This is where you setup your users for this project and assign there password. Do not forget the password as there is no master password for this module.

26 Uninstall This is where you can uninstall this module if you do not wish to use it any more. The module and all of the data will be removed. Version Shows the version number and the backup and restore procedures. Backup Restore

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28 Specify the backup path where you want the date to be backed up. The path will always show here unless you change the location. To restore the data select where the backup files are located and the project will restore the data to where it is read from. Documentation A copy of the projects documentation that can be printed. Exit Returns back to the main menu

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