Vinosmith has systems to help you manage and run your commission reporting directly from the system.

The report to run commissions is report RC6 - Commissions Calculator

To set up commissions:

Commissions are established in a hierarchy.  You can set the commission rate starting at the individual sales rep (user), a price level, account level, corporate group level, or on the individual invoice.

  • SALES REP (user) commission level:
    • Click on My Account 
    • Click on Manage to access the admin panel 
    • Scroll to the bottom of the page, to the Members section 
    • Click on one of the sales rep's names to see their profile 
    • In the Commission Rate (%) field, key in their commission rate   

**Please note: This rate will become their default commission rate.  On all sales they make that do not have a specified price level, account level, or invoice level, a differing commission rate will be used. This default commission rate will be used.

  • PRICE commission level: 
    • Go to a price on a wine, edit the price, and set an alternate commission rate there. 
    • This commission rate at the price point would override the default commission rate. 
  • ACCOUNT or CORPORATE GROUP commission level: 
    • To set the account level commission rate:
      • Please edit an account
      • In the Commission Rate (%) field, key in the rate
      • Click on Save
    • To set a Corporate Group commission rate
      • Go to the corporate group off the left of the Accounts page
      • Edit the corporate group, and enter a commission rate.

**Please note: This rate would override either the default or price-level commission rates. 

  • SUPPLIER commission level:
    • Click on Wines
    • From the left menu, under Suppliers, click on Manage
    • Click on a Supplier name
    • From the left menu, click on Sales Rep Commissions, and key in the appropriate commissions
    • Click on Save

**Please note: This rate would override the above commission rates (default, price-level, and/or account/corporate group). 

  • IMPORTER commission level:
    • Click on Wines
    • From the left menu, under Importers, click on Manage
    • Click on an Importer name
    • From the left menu, click on Sales Rep Commissions, and key in the appropriate commissions
    • Click on Save

**Please note: This rate would override the above commission rates (default, price-level, account/corporate group and/or supplier). 

  • SINGLE ORDER commission level:
    • You can finally go into a single order detail
    • On the bottom left corner, click on the Update button
    • In the dialogue box, scroll to the bottom and click on Override Commissions.

RC6 - Commissions Calculator Report

When you run report RC6—Commissions Calculator, if you have already entered the commissions in the appropriate fields, with the sales rep (user) level being the baseline/default, you will only need to run the report with the desired date range and filters; you do not need to fill in the % field.

Invoice Balance Handling field in RC6

  • The Invoice Balance Handling option refers to which invoices will be reflected in the report
  • The available options are:
    • Invoice must be fully paid (Balance must be $0)
    • Invoice can be partial (negative or positive Balance; Balance any value)
    • Balance cannot be negative; acceptable to have a positive Balance (Balance >=0) 

Commission rates are applied based on the following rules and precedence: 

  1. If a commission rate is entered at the Importer level, it will be used
  2. If a commission rate is entered at the Supplier level, it will be used
  3. It will be used if an Account/Corporate Account Group has a non-zero Commission Rate.
    • **Please note: For Importer level, Supplier level and/or Account/Corporate Account Group level in calculating commissions the following applies: 
      • Enter (-1%) to ignore the Importer, Supplier and/or Account/Corporate Account Group as part of the commission rate calculation. 
        • We will not deduct a ‘negative’ commission, but we will pass to the next commission in the hierarchy (below). 
      • If a 0% is entered at the Account/Corporate Group level, the commission will be used.
      • All three levels are set to (-1%) by default, unless otherwise updated by an admin.
  4. If a Line Item is linked to a Price with a Commission Rate, it will be used.
  5. If the Sales Rep has a non-zero Global Commission Rate, it will be used.
  6. The commission rate entered when running the report will be applied for all other scenarios.
  7. For Order/Line Items with Custom prices, specify a non-zero value in the Custom Price Commission (%) box to use that Commission % Rate; otherwise, the value in the above rule set will be applied.

Notes:

  • Only confirmed orders are included.
  • Orders flagged as Sample Orders are not included.
  • Only fully paid invoices are included unless otherwise checked.

Credit Memos

Credit memos can be factored into the calculations. If you want to opt out of this, you can check the option to Exclude Credit Memos.

If credit memos are to be factored in, you can filter them based on their status. By default, only open credit memos are included; use the Credit Memo Status option to include closed ones as well.