SALES COMMISSIONS SALES COMMISSIONS

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1 SALES COMMISSIONS Commissions are used to accrue amounts to pay to a creditor, sales rep or delivery run driver. They can be set up by product on a run or a customer and/or by customer as a percentage of sale. All Commissions are based on product sales. For quick setup, use the Delivery and / or Sales Commission on the customer, see the section Delivery / Sales Percentage. For a more specific set up where there are different commissions on different products, see the section Commission by Product. Note: There is also a Contractor Fee that can be set up on the run which is calculated by delivery or per day. This is the only way to get a Commission that is not based on sales. S E T T I N G U P S A L E S C O M M I S S I O N S 1. From the base GlobalBake menu select File > Company Details. 2. Select the Baker Constants II tab. 3. Tick the appropriate boxes in the Commission section: Commission is $/unit: Commission is calculated at a dollar price per unit, otherwise the commission is a percentage. Round Up Commission: Round up the Commission amount to two decimal places. Don t Calc. Commission: Useful when Commission is not calculated on each order line or invoice. No G/L transactions are entered. Commission is calculated from a Commission report with manual adjustments and then is manually expensed. G E N E R A L L E D G E R S E T U P 1. From the base GlobalBake menu select Ledger > G/L Setup. 2. Select the System Posting Codes tab. PAGE 1

2 3. Enter G/L codes for Unpaid Commission which is credited for accrual and P/L Commission which is debited at calculation time. D E L I V E R Y / S A L E S P E R C E N T A G E The quick way to enter commissions is to use the Delivery and Sales Commissions directly on the Customer or Run, rather than setting up commissions for each product separately. Typically Delivery Commission is set up for the run driver and Sale Commission is set up for the sales rep. Each invoice line is multiplied by the Commission percentage to get the Commission amount. Sales Reps are defined as Vendors in GlobalBake. To create a sales rep you will need to add a new vendor. See the document New Vendor Setup for more information. A vendor will change to a sales rep after it has been associated with a customer. Sales Rep is found on the bottom right of the Gnrl tab on the customer, as shown in green below. When you double-click in it or press F8 then you will get a list of Sales Reps. If this is the first time this Sales Rep has been added to a customer then you will need to change the drop down box at the bottom of the list to be All Creditors by alpha key and select the new Sales Rep. The vendor has now been associated with a customer so will be a Sales Rep from now on. There are several different report layouts to show Commissions depending on what set up you have chosen. See the end of this document for more information. S E T U P O N C U S T O M E R 1. From the base GlobalBake menu select Customers > Customers. 2. Select and Display the relevant customer. PAGE 2

3. Enter relevant Commissions in the boxes.

by customer, by selecting the Sales Rep tab

3 3. Enter relevant Commissions in the boxes. If a Sales Commission is entered, enter the Sales Rep. 4. Click Save and Exit. Commission for Sales Rep can also be dated by customer, by selecting the Sales Rep tab on the Customer Com tab. PAGE 3

S E T U P O N R U N 1. From the base GlobalBake menu select Sales > Run. 2. Select and Display the relevant run. 3. Select the Commissions tab. 4. Tick the box Use Run Commission. 5.

To use a different Commission Report layout, from the base GlobalBake menu select File > Company Details > Options Tab. Set the desired Commissions Report format. 1.

4 S E T U P O N R U N 1. From the base GlobalBake menu select Sales > Run. 2. Select and Display the relevant run. 3. Select the Commissions tab. 4. Tick the box Use Run Commission. 5. Enter a Delivery and/or Sales Rep Commission in the boxes. With Commission Report layout13, there is an option to have a Fuel and / or a Packing Charge. This is a percentage based on sales. To use a different Commission Report layout, from the base GlobalBake menu select File > Company Details > Options Tab. Set the desired Commissions Report format. 1. From the base GlobalBake menu select Sales > Runs. 2. Select and Display the relevant run. 3. Select the Commission tab. 4. Enter the Fuel and/or Packing Commission as a percentage. There is also an option to add a specific fee for an order or for a day. PAGE 4

C O M M I S S I O N B Y P R O D U C T To further customise Commissions, they can be set up on each product on a customer or run.

5 1. From the base GlobalBake menu select Sales > Run. 2. Select and Display the relevant run. 3. Select the Desp.Interval/Fee tab. 4. Enter a Contractor Fee. This is a per day delivery fee, unless the box Fee is per delivery is ticked, then the fee is per order. C O M M I S S I O N B Y P R O D U C T To further customise Commissions, they can be set up on each product on a customer or run. The commissions may also be dated so they only apply for a certain period. This allows different products to be calculated at different Commission percentages or in different ways. E.g. to use the default company setting, to be a percentage of the products sale price or to be a dollar unit per product. S E T U P O N C U S T O M E R 1. From the base GlobalBake menu select Customers > Customers 2. Select and Display the relevant customer. 3. On the Com tab, enter the product and date range if applicable. 4. Enter the Sales Rep and / or Delivery Commission and select the method (from the default, percentage or dollar amount). Specific product commissions can also be setup for customer types. See the document Customer Types for more information. S E T U P O N R U N 1. From the base GlobalBake menu select Sales > Run. 2. Select and Display the relevant Run. 3. Select the Commission tab, enter the product and date range if applicable. PAGE 5

From the base GlobalBake menu select Sales > Run. 2. Select and Display the relevant Run. 3. Select the Drop List tab. 4. Click on the line with the relevant customer. 5.

6 4. Enter the Sales Rep and / or Delivery Commission and select the method (from the default, percentage or dollar amount). 5. Click Save and Exit. O T H E R R U N O P T I O N S It is possible to further customise the Commissions for customers on the run to stop or overwrite Commissions set up elsewhere. 1. From the base GlobalBake menu select Sales > Run. 2. Select and Display the relevant Run. 3. Select the Drop List tab. 4. Click on the line with the relevant customer. 5. Select one of the options as shown in blue: No Com: Tick to have no Commissions calculated on orders by this customer on this run. Use Debtor: Tick to use the Commission set up on the customer, instead of the Commission set up on this run. Use Run Com: If Use Debtor is ticked, this option can also be ticked to use the Run Commission instead if the customer Commission is set to zero. PAGE 6

For example, it is very useful if you have one group of products and you want to add a Commission for multiple customers who are not in the same customer type.

7 C R E A T E C O M M I S S I O N U S I N G B U L K S E T U P From this screen you can enter a Commission for a group of products, multiple customers, customer type, areas or pricebooks. For example, it is very useful if you have one group of products and you want to add a Commission for multiple customers who are not in the same customer type. Each section has many options for the button as below. The option is changed by clicking the button and the label will change. Product Group, Product Brand, Production Group, Single Product. Customer Type, Single Customer All Areas, Single Area All Pricebooks, Single Pricebook PAGE 7

The All Areas box is empty so all customers in all sales areas will be used. The For Type box is empty so all customer types will be used.

8 You do not need to make a selection for each section. If you do not make a selection, all items in that section will be adjusted. e.g. see examples below. Example A all products in group 33 Cakes for every customer will have a 2.5% Sales Commission and a 3% Delivery Commission from 23 May May The All Areas box is empty so all customers in all sales areas will be used. The For Type box is empty so all customer types will be used. Example B Product b120 Fibre White Bread where the customer belongs to Run 1002 Chch am will have a $0.25 Sales Commission per unit and a $0.40 Delivery Commission per unit from 23 May May The Area box has been changed to For Run 1002, so only customers in that Run will be used. The Set on Run box is active and has been ticked, so the Commissions are loaded directly onto the run. 1. From the base GlobalBake menu, select Customers, Customer Bulk Set Up, Bulk Concessions Commissions. 2. In the product section, click the button to select the option you want. I.e. Product Group, Product Brand, Production Group, Single Product. In the box enter the appropriate product/s. 3. In the customer section, click the button to select the option you want. I.e. Customer Type, Single Customer. To affect all customers, leave the button on All Type and leave the box empty. If using the customer type, you have the option to show the Concessions on the customer type or on each customer under the Csn Tab. 4. In the area section, click the button to select the option you want. I.e. All Areas, Single Area, Run. To affect all customers, leave the button on All Areas and leave the box empty. 5. In the pricebook section, click the button to select the option you want. I.e. All Pricebooks, Single Pricebook. To affect all pricebooks, leave the button on All Books and leave the box empty. 6. Select the Commission tab. Enter the date range. 7. Select the Type of Commission using the drop down box. Default%/sale will use the default set under Company Details. See page 1 for more information. 8. Enter a figure for Sales Com and / or Delv Comm in the appropriate box. 9. If For Run is selected at step 4, Set on Run is now active. Tick to load the Commissions directly on the run. If unticked, they will be loaded on customer. 10. Click Load to create Commission. You may need to do this process multiple times to enter all the Commissions you need. PAGE 8

C O M M I S S I O N V A R I A N C E This is a one off fee or credit. It does not change the Commissions set up, but adds or subtracts a value from the total Commission payable.

The contractor can either be a sales rep or a contractor. 1. From the base GlobalBake menu select Customers > Customers. 2. Select and Display the relevant customer. 3. Click Details. 4.

9 C O M M I S S I O N V A R I A N C E This is a one off fee or credit. It does not change the Commissions set up, but adds or subtracts a value from the total Commission payable. Only certain Commission Reports show the Commission Variance. You can add a variance here with contractor, customer, date, amount and a comment. The contractor can either be a sales rep or a contractor. 1. From the base GlobalBake menu select Customers > Customers. 2. Select and Display the relevant customer. 3. Click Details. 4. Select the Commission Variance tab. 5. Enter the Contractors Alpha Key and date. 6. The Amount will be positive to reduce the Commission due to. H O L D C O M M I S S I O N This is where you can stop Commissions being calculated for a period of time for either the Contractor (delivery) or Sales Rep. It does not change the Commissions actual set up. 1. From the base GlobalBake menu select Customers > Customers 2. Select and Display the relevant customer. 3. Select the Com tab. 4. Click in the first line of the second table as shown by red arrow. 5. Enter date range and select Hold Contractor and / or Hold Sales Rep. 6. Click Save and Exit. PAGE 9

10 R E P O R T S There are many different reports to show Commissions. Different Commission set ups require different reports. The format can be changed on the Company Details form and some formats allow you to mark the commissions paid as part of printing. From the GlobalBake main menu select File > Company Details and then select the Options Tab. There is an option called Commission and several different formats. 1. From the GlobalBake main menu select Reports > Debtor Reports > Commissions. 2. Select order and date range. 3. Select other fields as required. These fields will be different based on the report selected in Company Details Examples of reports are shown below: 10 PAGE

11 C O M M I S S I O N S T R U C T U R E There are a number of checks for the commission to be calculated, depending on how commissions have been set up. GlobalBake checks the order line and checks if the product is marked for commission. GlobalBake checks the run the order is on and if the run is set to is use run commission then on the run line it checks if there is a commission for sales and/or delivery. If run commission is set, GlobalBake first checks for dated commission line for the product, then undated line for the product, then falls back to run default commission. If use run commission is NOT set, then GlobalBake checks the commission set on the customer. If the customer is set for commission, GlobalBake checks the dated commissions for the product, then undated. If the customer is NOT set for commission, then GlobalBake checks the customer type, again checking for dated commissions, then undated ones. Order Run Customer Customer Type 11 PAGE

12 C O M M I S S I O N S E T T I N G S This report shows the settings for products, either directly on the customers or on a run. 1. From the GlobalBake main menu select Reports > Debtor Reports > Commission Settings. 2. Select the sort order and date range. 3. Click Print. I N V O I C E Now the Commission payable has been determined, enter a vendor invoice. 1. From the base GlobalBake menu select Vendors > Vendor Invoice. 2. Click Add. 3. Enter Vendor, posted date, reference. 4. Select the Non Stock tab. 5. Click on the first empty line in the table and enter the G/L code, purpose and nett or gross value. See the document "Vendor Invoice" for more information. P A Y M E N T The process of payment is a site defined activity. Funds for payment should be taken from the balance sheet accrual code for the Commissions, which have been set up in the G/L Set up option under the Ledger menu. See the document "Vendor Payments" for more information on payments PAGE

P A Y M E N T V I A G L O B A L B A K E P A Y R O L L If your system is registered for payroll module,

marked as taxable, and use the GL code which has been accruing the commission, as set in GL Set up >

If the paytype is set up with the value of 1, the commission amount can be entered in the quantity

13 P A Y M E N T V I A G L O B A L B A K E P A Y R O L L If your system is registered for payroll module, and you are paying commissions via GlobalBake payroll, you can set up a pay type allowance, which is marked as taxable, and use the GL code which has been accruing the commission, as set in GL Set up > System Posting codes. If the paytype is set up with the value of 1, the commission amount can be entered in the quantity field on the payslip line. The GL posting has debited the Balance Sheet accrual code and credited the wages expenses code. F8 on the payslip displays the GL allocations PAGE

journal to reflect the commission payment in GlobalBake.

14 P A Y M E N T V I A E X T E R N A L P A Y R O L L S Y S T E M If you are paying your commissions as part of payroll in an external payroll system, you will need to add a GL journal to reflect the commission payment in GlobalBake. This could be shown as a line on the GL journal that would be entered to reflect the wages paid PAGE

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NATIVE ACCOUNTING. You can set up your G/L defaults from the GlobalBake main menu select Ledger > G/L Setup.

NATIVE ACCOUNTING. You can set up your G/L defaults from the GlobalBake main menu select Ledger > G/L Setup. NATIVE ACCOUNTING Native accounting is three modules; general ledger, accounts payable and cashbook. This covers the financial side of your business. This manages your balance sheets and profit and loss