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Sales Representative Report

Sales Representative Report

Our company need to use your report to determine how much sales commission to pay each of our sales reps. Our company like many others only pay commission on product sold, not on additional charges like freight etc and pay on invoice, 20th of the month following.

What we require as additions to existing are as follows:

1. The field 'Invoice Line Totals' to be added as an optional field for the report 
2. A field on sales orders added called 'Commission Percentage' which would sit under the Sales Representative filed. Here we would enter 10% as an example 
3. The field 'Commission Percentage' to be added as an optional field for the report 
4. The ability to change the sales representative, applied to the sales order at any stage in case this was entered incorrectly at time of entry. Currently once the invoice is authorised (maybe even on pick of sales order), this is impossible to change unless you undo the entire sales order back to draft.

This request would be relative to all companies that use commission agents or have sales representatives on salary plus retainer.


7 people like this idea

I have the same request as the above. The reason we are using Dear is for the reporting capabilities but the above request would make paying our sales reps a whole lot easier.


1 person likes this

i do to it would be great help to customize this feature since our sales commision varies on each product 


1 person likes this

I would also use this feature as it would remove the need to manually work out commission.


1 person likes this
Why does my report not showing the invoices as paid even though they are paid?

 

Incentive Compensation Management or Sales Commissions Management this is a very common theme with 2 threads at Xero both with something around 40 entries and lots of frustration expressed at Xero.  Searching the web there are no partners are add-ins or standalone incentive compensation programs that synchronizer integrate with Xero, so in summary, Dear Inventory it looks like you may have an opportunity here by simply leveraging the Sales Rep tracking or categorization, adding a few rules around that person such as % of commission, based threshold, and ramp up or % commission for sales above target.  In other words: Base threshold, commission between threshold and target, target, and commission for sales above target. Then a "Commissionable" checkbox on invoices for line items would result in a total value commission calculation for that invoice which could display that invoice and then increase a Liability account for the commissions owed to that representative.


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