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kperry
Level 3

Commission reports with different %ages based on item and sale rep

Does anyone know if there's anyone who can help build a custom report? I need a commission report that pays different amounts to different rep groups. It will also need to remove any discounts applies and only calculate fully paid invoices. I created my own advanced report with the very basics but have to manually edit it every month :(

3 Comments 3
SarahannC
Moderator

Commission reports with different %ages based on item and sale rep

Hello there, kperry.


In QuickBooks Desktop, you can run the Sales by Rep Detail report. As long as the sales rep is added, you'll be able to view the transaction associated with the sales rep. You can then filter it and add the item, amount, amount paid, and other details you need to show on the report. Here's how:

 

  1. Click Customize at the top.
  2. In the Display tab, tick the Amount paid, Amount, Rep, Item, and other info you need. You can go to the Filters tab and select the information you want on the report.
  3. Then, OK.

 

For more information about modifying reports in QuickBooks Desktop, you can check these articles:

 

 

Let me know if you have other questions. Always take care and stay safe.

kperry
Level 3

Commission reports with different %ages based on item and sale rep

Thank you for the reply Sarahann but I was looking for someone to create an advanced report that I can reuse that will calculate a specific price by item and amount it was sold at to different sales reps generated by the invoice being paid in full. I don't have a problem creating the reports to find the transactions. 

Example below is an expression I created but it bring up transaction that haven't been paid in full. I would also like to add if so to a specific customer then they would only get 1% of the invoiced sales. So I created a file called New/Used so it can sorted out by new or used. So the used will get 2% and new 5% and it calculated the price for me...I hope this makes sense. This is just an example 

If([ItemCustomFields.New/Used in system]='USED*', sum({<[Transactions.Txn Type]={'Invoice'},[Transactions.Account Type]={'Income'},Transactions.Paid={1},Transactions.Pending={0}>}[Transactions.Amount With Sign])*.02,
if([ItemCustomFields.New/Used in system]='NEW*', sum({<[Transactions.Txn Type]={'Invoice'},[Transactions.Account Type]={'Income'},Transactions.Paid={1},Transactions.Pending={0}>}[Transactions.Amount With Sign])*.05))

michelegk
Level 1

Commission reports with different %ages based on item and sale rep

These guys are awesome....https://alembiccomputerservices.com/ 

Alembic Computer Services

They helped us with daily sales special reporting and they could probably help you.

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