Is there a way to prevent invoices for free product samples from showing up on a commissions report?

Hello, Andrea31.

The items would always show on the sales by rep report. However, the discount items are offsetting their amounts and making them no impact on the report.

You’ll see these items in your sales by rep detail report but they won’t show in the sales by rep summary report.

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@Andrea31 wrote:

Our sales reps are giving away free product on a regular basis. In order to keep track of how much product they are giving away we create a sales order and apply a special sales discount in order to zero it out. We then turn that into an invoice  The owner wants a cost for each item on the invoice and a discount to zero it out in order to see how many dollars in product are given away. When creating these invoices with amounts on them, even though a discount is being applied to zero out the invoice, the items on these invoices show up on the Sales by Rep report that I run for their commission payments. They should not be receiving commissions for these items as they are giving them away and it is not a sale. I am looking for a solution to this issue other than creating another part # for samples. I appreciate any input!

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Really the easiest way to do this, is

put the item(s) given away on a sales receipt or invoice at a zero price, create and use a class called samples and tag that item.  Cost of the item will still post to COGS, and a zero sales price will show on the sales report for the rep - that also allows you to see who is giving away more than usual if that happens.

then you can run the class report for samples, set the date range see the cost for that date range