cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Frequent Contributor *

How to setup ups commission per invoices paid and per item?

Our sales reps are hourly plus commission and there's no formula to how we pay. I would love to be able to copy each invoice and then make the necessary changes that I need for commissions per items. In our DOS program when an invoice is created all the necessary fields, see the screen shot attached, are created in another dbf.  This is so easy and a perfect way to keep track of what and if the sales people are paid. There are many features in Manufacturing and Wholesale that are not available in QuickBooks Enterprise. 

Solved
Best answer 12-10-2018

Accepted Solutions
Established Community Backer ***

There are two ways in QB, neither is complete If you enab...

There are two ways in QB, neither is complete

If you enable and use the REP function, you can set the Rep field on an invoice or sales receipt, then report on the REP, and manually compute the commission amount to be paid.  The downside of using the REP field is that it reports on the whole invoice, so if you charge the customer pre-paid shipping, the commission is also calculating that amount as a "sale"

or

enable and create classes per salesman, tag each line on the invoice with the salesman class.  Later menu lists>class list and report on each class, if you make the salesmen class a sub class of a parent, and report on the parent it will show all sub classes with a total per class.  IN preferences when you turn on classes you have the choice to make classes required or not - required means each and every transaction.  You still have to manually calculate commissions.

11 Comments
Established Community Backer ***

There are two ways in QB, neither is complete If you enab...

There are two ways in QB, neither is complete

If you enable and use the REP function, you can set the Rep field on an invoice or sales receipt, then report on the REP, and manually compute the commission amount to be paid.  The downside of using the REP field is that it reports on the whole invoice, so if you charge the customer pre-paid shipping, the commission is also calculating that amount as a "sale"

or

enable and create classes per salesman, tag each line on the invoice with the salesman class.  Later menu lists>class list and report on each class, if you make the salesmen class a sub class of a parent, and report on the parent it will show all sub classes with a total per class.  IN preferences when you turn on classes you have the choice to make classes required or not - required means each and every transaction.  You still have to manually calculate commissions.

Frequent Contributor *

At this point I'm exporting the report I created to Excel...

At this point I'm exporting the report I created to Excel, adding the commission paid column and once we enter the commission manually for each item, we use sum to add the entire column. I'm going to try your way and decide which way is easier for the user.  Thank you!
Established Community Backer ***

You're Welcome

You're Welcome
Active Member

Try this: For QuickBooks Desktop: 1. Run a "Sales by Cu...

Try this:

For QuickBooks Desktop:

1. Run a "Sales by Customer Summary" report.

2. Select "Customize Report".

3. Under the "Display" tab in the "Report Basis" section, select the "Cash" button.

4. Under the "Filters" tab in the "Choose Filter" section, select "Rep" (this does require you to use a "Sales Rep" invoice template and to make sure the "REP" box is checked in the "Additional Customization" screen; this is what I've done for my needs and it works well for me).

5. Once you have your Reps setup in QuickBooks, select the Rep for which your pulling the information from the drop down menu in the "Choose Filter" section.

6. Select "Ok".  

7. Select the date range you need.

8.  You can also elect to have this report "Memorized"; so, you don't have to go through the same process each month.  I created one report for each sales rep and memorized each report by the rep's last name.

Hope this helps!

Active Member

Sorry for the duplicate posts.  Sensitive mouse.

Sorry for the duplicate posts.  Sensitive mouse.
Frequent Contributor *

None of these worked for me. I had to create my own way b...

None of these worked for me. I had to create my own way because they get paid per pc and each item can be a different cost.  Enterprise certainly lacks needs when it comes to sales staff and I have the Manufacturing version. I created a report with the criteria I needed and export it to excel.  From there the person doing the commissions, has a field for the amount they are being paid. I even setup a rule so there is NO duplicate invoice numbers.  I also created a drop down field on the invoice that tells the sales people, "Yes" you received commission, "No" you did not receive Commission and "X" non commission sales and a return field so they know if the items were returned, therefore no commission. This works perfectly for me.  I also setup a report for the sales people that tells them which invoice have been paid and which they haven't received commission on yet.
Active Member

Try this: For QuickBooks Desktop: 1. Run a "Sales by Cu...

Try this:

For QuickBooks Desktop:

1. Run a "Sales by Customer Summary" report.

2. Select "Customize Report".

3. Under the "Display" tab in the "Report Basis" section, select the "Cash" button.

4. Under the "Filters" tab in the "Choose Filter" section, select "Rep" (this does require you to use a "Sales Rep" invoice template and to make sure the "REP" box is checked in the "Additional Customization" screen; this is what I've done for my needs and it works well for me).

5. Once you have your Reps setup in QuickBooks, select the Rep for which your pulling the information from the drop down menu in the "Choose Filter" section.

6. Select "Ok".  

7. Select the date range you need.

8.  You can also elect to have this report "Memorized"; so, you don't have to go through the same process each month.  I created one report for each sales rep and memorized each report by the rep's last name.

Hope this helps!

Active Member

Sorry: Duplicate answer.

Sorry: Duplicate answer.
Active Member

Re: Try this: For QuickBooks Desktop: 1. Run a "Sales by Cu...

Thank you.  This is the first time in three years that I found an answer to this issue.  You've made life much easier for this dummy. :-)

Active Member

Re: Try this: For QuickBooks Desktop: 1. Run a "Sales by Cu...

This is what I do currently. My issue is, I haven't figured out an easy way to NOT include "Shipping". I do not want to pay commission on shipping. 

Moderator

Re: Try this: For QuickBooks Desktop: 1. Run a "Sales by Cu...

Hello Shon,

 

I'm here to help.

 

To make sure that you aren't paying for the commission on shipping, you would have to manually deduct it from the total ampunt. Once done, you can compute the commission for the reps.

 

Keep in touch with me if you still need more help with this. I'll be here. Have a good one.