Overview
Companies that pay salespeople a percentage of sales need a simple sheet to compute their pay. This module adds a Commission record where the user enters the period, salesperson, sales total, rate and basic salary. HR and sales managers use it, and it depends on the Sales, Purchase and Inventory apps. It computes the commission amount and the net amount due. The benefit is a consistent, quick payout calculation per salesperson.
Usage steps
- 1
Open the Commission menu
The user opens the Commission menu and its Commission Rate entry to list existing records or create a new one. The list shows previous calculations per salesperson. A new record starts a fresh calculation.
- Menu: Commission > Commission Rate
- List and form views
- New record per calculation
- 2
Select period and salesperson
The user sets the Start Date and End Date and picks the Salesperson from the users. Optionally the Products many-to-many field records which products the commission concerns. These fields document what the payout covers.
- Fields: Start Date, End Date
- Field: Salesperson
- Field: Products
- 3
Enter amounts and rate
The user types the Basic Salary, the Total Sale Amount and the Commission Rate (%). The commission amount is computed as sales total multiplied by the rate divided by 100. It is displayed read-only in the Total Commission Amount field.
- Fields: Basic Salary, Total Sale Amount, Commission Rate (%)
- Total Commission Amount is read-only
- 4
Calculate the net amount
Pressing the Calculate button refreshes the Net Amount. The net figure combines the commission with the basic salary. The result is stored on the record for payroll follow-up.
- Button: Calculate
- Field: Net Amount (read-only)
Screens
Illustrative mockups with placeholder data.
Roles
| Role |
|---|
| Sales managers |
| HR staff |
Dependencies
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