Step-by-step of How to Use this Plug-in.

Main Page → Sales Commission Report

After installing the plug-in, re-open Autocount Accounting; you'll see a new button on the tab above.

Sales Commission Report → Entitlement Rate Maintenance

Entitlement Rate Maintenance

Entitlement Rate means the commission rate is to be based on the sales amount achieved either monthly, quarterly or yearly.

New Entitlement

To add a new entitlement rate, click on New button

Entitlement Rate Name: Name the Entitlement
Type:
- Monthly: select a starting date.
- Quarterly / Yearly: select starting month and date.
Click on “+” to add a new row
Key in the entitlement amount and commission rate. For this case, the rate will remain at 4% if the sales amount > 50000.
Click on Save

Note: The entitlement rate (%) can also be set from 0% to 100% when it is used together with Document Rate or Item Rate to form a commission plan. For example, for amount ≤ 100000 the entitlement is 100% (meaning 100% of the Document rate or Item rate), and for amount ≤ 75000 the entitlement can be 80%, and so forth.

Sales Commission Report → Payment Collection Rate Maintenance

Payment Collection Rate means the commission rate is to be based on the collection of the earlier issued invoices; basically the shorter the collection period the higher the commission rate.

Payment Collection Rate Maintenance

To add a new payment collection rate scheme, click on the New button.

New Payment Collection

Create a new rule that links commission percentage to payment collection period (e.g., within 30 days = higher commission).

Collection Rate Name: COLLECTION-1
Click on “+” to add a new row
Example:

John is entitled to a 3% commission on his January sales of 20,000.

If payment is collected within 30 days, he receives 100% of (3% × 20,000).
If payment is collected more than 30 days but within 60 days, he receives 50% of (3% × 20,000).
If payment is collected after 60 days, no commission will be given.

Click "OK" button

Sales Commission Report → Sales Document Rate Maintenance

Sales Document Rate means the commission rate is to be based on the total amount of each sales document (e.g. Invoice, Cash Sale...).

Sales Document Rate Maintenance

To add a new payment collection rate scheme, click on "New" button.

New Sales Document

Document Rate Name: Name the scheme
Click on “+” to add a new row
The rate value here (up to 3 category) could be 3% OR RM 3.00, depending on the setting in Commission Plan.
Click "OK" button

Sales Commission Report → Commission Item Rate Maintenance

Commission Item Rate means the commission rate is to be based on the sales of individual items. This means each item may have different rates of commission.

Commission Item Rate Maintenance

Click on Edit.

Edit Commission Item

Modify commission percentage or rules for a selected item.

Those items checked under “Delete?” and uncheck under “Active?” will not be listed as commission item, and vice-versa.
The 1st row (Default) to be used as default rates for those commission items where rates remained 0.0000
You may maintain up to 12 rates (values) and make use of formula in Commission Plan.

Result

Displays calculated commission results based on defined rules and transactions.

Sales Commission Report → Commission Plan Maintenance

Commission Plan Maintenance is the most important part of this commission Plug-Ins. Here you may maintain several commission plans to calculate commission in different combinations for various type of sales agents.

Commission Plan Maintenance

To add a new commission plan, click on New button.

New Commission Plan

Create a new commission structure by combining entitlement rate, item rate, document rate, and collection rate.

Step 1: choose the Commission Calculation Type (then decide on the combination option) - this will determine Formula 1

Step 2: pick a Payment Type (then decide on the option) - this will determine Formula 2

Formula

Defines how commission is calculated (e.g., percentage of sales amount, profit margin, tiered calculation).

Sample

Example preview of how the commission formula calculates based on sample data.

Sales Commission Report → Sales Agent Commission Plan Maintenance

Sales Agent Commission Plan Maintenance is used to assign commission plan(s) to each sales agent.

Sales Agent Commission Plan Maintenance (menu)

Sales Agent Commission Report

Report showing commission earned by each sales agent.

Highlight a sales agent
Click on Edit

Edit Sales Agent

Assign or modify the commission plan for a sales agent.

Click on “+” to add a new row
Click to select commission plan

Sales Commission Report → Sales Commission Report

Sales Commission Report provides details of commission entitled and earned. Before viewing this report, you need to add a few invoices or A/R Payment Received that contribute to commission calculation.