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.

  • To set up the sales rep (user) commission level, please go to My Account and click Manage to access the admin panel.  There, you scroll to the bottom of the page, where you'll see the list of your users.  Click on one of the sales rep's names to see their profile.  Enter a commission rate in the corresponding field on that page.  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.
  • You can then set up a commission rate at the price 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. 
  • You can also set a commission rate at an account or corporate group.  This rate would override either the default or price-level commission rates.  To set the account level commission rate, please edit an account and enter the rate in the corresponding field on the edit account screen.  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.
  • You can finally go into a single order detail, see the Update button in the lower left of the order, and click there. This opens a prompt, and if you scroll to the bottom of this prompt, there is a link to Override Commissions.

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.

Commission rates are applied based on the following rules: 

  1. If an Account/Corporate Account Group has a non-zero Commission Rate, it will be used.
  2. If a Line Item is linked to a Price with a Commission Rate, it will be used.
  3. If the Sales Rep has a non-zero Global Commission Rate, it will be used.
  4. The commission rate when running the report will be applied for all other scenarios.
  5. 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 also have the option to 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.