Released June 7,2016. PestPac Software

Transcription

1 Released June 7,2016 PestPac Software

2 Pay On Commission Commission can be paid on Production, Receipt, or Up-Front. Production: Commission will be paid when work is completed/an order is posted based on Work Date Receipt: Commission will be paid based on application date of the customer s payment for the service or product Up-Front: Commission will be paid up-front for the annualized value of a new service setup as well as for the initial service. When this is selected and you run the Commission Report, the program will look for any Service Setups with a start date matching the selected Commission Report date range. Pay On options can be selected in the Employee Lookup Table and in Company Setup Company Setup option will override the Employee Lookup Table 2

3 Company Setup Options Pay On should be selected in the Field Setup area of Company Setup if you would like to pay based on Role or the field the employee code is in. If you leave this area blank, the Pay On option in the Employees Lookup Table will be respected. Check this box if you want up-front commission to be paid based on the Initial service value + (annual value - 1 service). So, for example if you have a quarterly service with an initial service the tech/salesperson will be paid on the initial + 3 services (4 total). With this box unchecked, the tech/salesperson would be paid on 5 services total. 3

4 Lookup Tables The Lookup Tables are accessed through the Company dropdown menu by clicking on Lookup Tables. There are two Lookup Tables that affect Commissions Employees Commission Types Clicking on the link for a specific Lookup Table will bring you to the Maintain screen for that Table. 4

5 Maintain Commission Types Commission Types determine how your technicians and salespeople s commission is calculated. The Commission Types templates allow you to create up to five different levels of commissions. You can set up as many templates as necessary to customize your commission schedules. On the maintain Commission Types screen you will see any Commission Types that you have setup. You can scroll through the Commission Types or type the name of the Type in the Jump To box. Click on a Commission Type to see the information for that Type. To add a new type click on the Add Commission Type button located in the upper right hand corner. Click the Exit button also in the upper right hand corner to exit this Lookup Table. 5

6 Setting up a Commission Type (Commission By Service Number) When adding or Editing a Commission Type you will need to enter a name and a Description for it. Next you will have to chose whether to calculate the Commission By the Service Number, # of Months, or Dollar Range. You can enter multiple Start and Finish ranges, Rates, and Bonuses. The Rate is not entered in decimal form, so if you want to the rate to be 5% of the service price you would just type in 5. Commission By Service Number In this example a tech who has been assigned this Commission Type will make 5% commission on the first 20 services done, and the 2.5% commission on each service after until completing the 30 th service at which point no more commission will be paid. 6

7 Commission by Dollar Range In this example a tech will receive 20% commission for the first $1200 in service completed, then 5% for all other services done after that $1200 dollar amount is surpassed. 7

8 Setting up a Commission Type (Commission By # of Months) Commission By # of Months: This would likely be used for services that are serviced Monthly. In this example a tech who has been assigned this Commission Type will make 5% commission on the first 5 months, and the 2.5% commission for each month after until completing the 10 th months service at which point no more commission will be paid. The # of Months is calculated by the Start Commission Date if entered on the Service Setup, if not it will be calculated by the Start Date of the Service Setup. 8

9 Maintain Employees When adding or editing an Employee the Technician/Salesperson option must be checked under Basic Information for you to setup the Commission for the employee. 9

10 Commission Setup (Criteria) hen adding a Commission Setup for an employee ou have 4 drop down fields and 2 Date fields Service Class / Service Code: Employees can be paid with a different Commission Type base on Service Class or a specific Service Code. If both are used on one line, commission will be paid on the Service Code indicated. Role: Enter a Role if you want to use different Commission Types based on whether this employee sold the service or serviced it.. Roles selections are generated from the Roles Lookup Table. Commission Type: Select which of the Commission Types that you setup in the Commission Types Lookup Table you would like to use for the specified criteria. Start Date and End Date: If the employee will only received this commission for a limited time you can enter a Starting and Ending Date. Delete: Check this box if you would like to delete the criteria on a line. 10

11 Commission Setup (Default) Tabbing through the fields with the Services Class, Service Code and/or Roles fields blank will cause (Default) to Automatically fill in and allow the commission to default to the specified fields unless another commission has be set for it specifically. See Example Above The First line specifies that for any Service with a Service Class of PCS in which the employee is acting as a technician they will receive the PEST Commission Type However, the second line specifies that if a Rodents Service is done in which the employee is acting as a technician they will receive the RODENT Commission Type even though RODENTS have a Service Class of PCS. The third line says that if the employee sales or services a Service with a Service Class of TLIQUID that they will receive the OTHER Commission Type. 11

12 Commission Setup (Copy Commission Setup From Another Technician) If you are going to reuse a Commission Setup that you have already setup on another employee, you can check this box and select an employee from the dropdown menu. The dropdown menu can be accessed by using the PageDown key on keyboard or right clicking in the field with your mouse. 12

13 Service Setup (Commission Start and End Dates) On the Service Setup screen you can add a starting and ending Commission Date. The date range entered here will override what is on the Commission Setup in the Employees Lookup Table If you are using the # of Months Commission Type, you must have either the Start Date or Commission Start Date entered for the Commission Report to keep track of the number of months. 13

14 Tech Share To use Tech Sharing you must have Use Tech Share checked in the Additional Features section of your Company Setup. The Tech share will also split up the Production. Shares can be entered on the Service Setup or the Order and can be used for technicians and/or salespeople. The Shares are entered in decimal format, so 50% of a commission is entered as Shares allow you to split Commission for a Service or a Sale. For example if two technicians preformed a service together you can split the commission for that service 50/50 by entering a share of for each of the technicians. Or if one of those technicians showed up a quarter of the way through the job you could enter a share of for one and for the other. 14

15 Commission Report The Commission Report shows the total commissions generated by your technicians. 15

16 Commission Report (Selection Criteria) In the Selection Criteria section you can choose what you would like to include on the report. You can make this report as specific as you want by entering more or less information in the following fields: Starting & Ending Date (Invoice Date) Starting Batch Ending Batch Technician Role Route Division Branch Region Sub-Region Service Service Class 16

17 Commission Report (Additional Options) Format: Select how you want to view the report and select whether or not you want to Show Invoice Amount Totals. In Detail Format you also have the choices to Show Addresses Summary Show Invoice Amount Totals Detail Show Invoice Amount Totals Show Addresses Include Commission Types: Select which types of commission you would like to include. These are setup on the Employee Lookup Table or the Company Setup Receipt Include Adjustments (If Paying Commission on Receipt, you can choose to also pay commission on Adjustments applied to invoices in addition to payments.) Production (Please note if you are on Receipt commission will not be paid on production (non-billable) orders. Upfront Commission Entry Include (Order Types): Select which types of order types you would like to include Invoices Productions Credit Memos (If paying Commission on Production, Credit Memos can be used to remove commission from a tech by entering them on the Credit Memo. A negative commission value will calculate based on the service populated on the Credit Memo) Include: You can run this report for just Products, just Services, or both. 17

18 Commission Report (Primary & Secondary Sort By) As with most reports in PestPac you can the way you would like to sort the commission report. Selecting one of the categories will sort all of the selected records according to the category selected. Selecting Group By in addition to selecting a Sort By category will group together each different type in the category. Selecting a Secondary Sort By category in addition to and different from a Primary Sort By category to further specify the way the records will be sorted or grouped. Page Break can be used to keep the categories you are sorting or grouping by from sharing a page 18

19 Commission Report (Displayed) The above report has Location as the Primary Sort By that has been Grouped By with a Page Break. The Secondary Sort By is Technician also Grouped By. 19

20 Commissions This Concludes the Commission Tutorial If you have additional questions, please contact our office at OR Log into your PestPac Upper right hand corner (see screenshot below) Click on Support. Submit a request and a representative will contact you. 20