Vinosmith calculates commissions based on a specific commission rate. Commission rates are applied based on the following rules: 

  1. If an Account 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.

An example would be that you want to run a commission report for Sales Rep X for 2/1/2019 - 2/15/2019, and you run RC6, at the time of report generation, you can put in a 10% commission rate across all sales for that time period. That report is useable without the commission rate at the individual price needing to be populated.

If the commission rate at a single wine or price point needed to be different from the general 10%, you could put, say 8% for that wine/price and you have the option to have that be the default/override commission for that one price, while the rest of the sales in that period would honor the 10% selected for all the other sales.

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 you also have the option to filter credit memos based on their status. By default only open credit memos are included, use the Credit Memo Status option to include closed ones as well.