Edit a Salesman Commission Formula |
Edit a Salesman Commission formula You can edit commission formulas in the matrix at any time and the changes you make will become effective immediately, unless you specify otherwise. If you need the formula to apply to previously entered orders, use the Re-index tab to recalculate the commission for previous invoices. See the Recalculate Salesman Commissions page for more information.
1.Select Sales > Salesman Commissions > Salesman Commissions Matrix. 2.Enter the salesperson whose formula you would like to adjust in the Salesman field, or click on the button to browse a list of salespeople. Select "Existing" from the drop down menu in the Show field (shown below) to include only existing formulas in the search results. Then, click the Search button. 3.The system will now display a list of all of the existing commission combinations for the salesperson. Select the appropriate combination by clicking on the hyperlinked Description. 4.The Commissions Matrix Entry window will pop up. Click the Edit button in the bottom right corner of this window. This will open the combination for editing. 5.Make the necessary changes to the formula. For more information regarding additional commission formula options, see the Additional Options page. 6.When you have completed your changes, click the Save button in the bottom right corner to save the changes to the Salesman Commissions Matrix. The new formula will become effective immediately, unless you have specified an Effective Date. If the formula should apply to previously entered invoices, see the Recalculate Salesman Commissions page for more information on apply the new formula to those invoices. |