Salesman Commission
Salesman commission is a key aspect of sales compensation. It's the amount of money a salesperson earns based on the number of sales they have made. This is additional money that in turn increases the volume of sales and profit for shop owners.

Prerequisites :- Enable the configuration " Enable Sales man Commission" in Tools -> Configuration -> Business Configuration and Search ( Enable Sales Man Commission )and enable the configuration and click Save to save the changes made.



In TruePos, there are 4 different forms of salesman commission, including:-

1. Regular

2. Scheme

3. Ageing

4. Slab

Steps to create Regular Commission
For a specific branch, we can specify a salesman's commission in the Regular Commission. We can also choose the Commission type, whether it be a percentage or an amount.

1 : Go to Sales module >> Select More >> Select Salesman Commission

2 : To create a new commission, click here and choose "Add New Commission."

3 : Please provide the name of the Commission that will be associated with a certain Salesman.
4 : From the list, pick a place where the Commission is applicable. If "Global" is selected, then all branches will be affected.

5 .Choose "Active" for your status so that the commission will be calculated; if you select "Inactive," the commission won't be calculated.

6.We have two options for commission: "Item-wise" or "Category-wise."

7.If you are choosing an item, you can search and choose it using either the "Item name" or the "Item code."

8.By choosing the appropriate category and its category values, we may add further filters to the process of filtering objects.

9.Now choose the commission type from the "Percentage" or "Amount" drop-down menus.

Note: If you select the percentage commission option, only include the percentage commission.

If Commission type in Amount is selected, only specify Commission in Amount.

10. Then enter the "Commission value" according to the "Commission type" that you previously chose.

11. Include your target type as in  "Quantity" or "Amount."

Note :- If you select Quantity, specify the quantity, and the commission will only apply to that quantity.

If you select Amount, provide the amount, and commission will be applied to that amount.

12. With a specific Target type, specify "Target From" and "Target to."

Multiple slabs of Target from and Target to can also be created.

13. Click on the mentioned category option if you want to select items by category.

14. Fill in the necessary information, including Target type, Target From, and Target To.

15. To amend the Commission details, click Save.

Steps to create Commission in "Scheme type"
We can give the salesman commission with in the specified date range and we can mention the from date and to date and with in the mention date if the employee sold the particular item which configured under this particular scheme and the incentive will be calculated respectively.

1. On the Salesman Commission screen, click "Scheme type."

2. To start a new Commission, select "Add new Commission."


3. Select the specific branch where the Scheme commission will be applied, then provide the Commission name for the Scheme type.

4. Select Date range for which scheme commission will be effective for.







5. Include the necessary information in the Target type, Commission type, and Commission value fields.

6. To amend the Commission details, click Save.





















Steps to create Commission in "Ageing type"

Users may provide commission to things in this ageing commission based on the date of purchase entry they have made.


1 : Select "Ageing type" in Salesman Commission

2 : To start a new Commission, select "Add new Commission."


3 : Mention the Commission's name and choose a branch to display items exclusive to that branch.










4 : Now select a date range for those things that were previously purchased. As a result, you will receive a list of items that fall within that range along with a "Age" column for each item in the list.


5 : Now enter the Commission type in "Percentage" or "Amount," as appropriate.

Note: If you select the percentage commission option, only include the percentage commission.

If Commission type in Amount is selected, only specify Commission in Amount.

6 : Afterward, add "Commission value" according to the "Commission type" that you chose.

7 : Select "Quantity" or "Amount" as your goal type.

Note:- If you select Quantity, specify the quantity, and the commission will only apply to that quantity.

If you select Amount, provide the amount, and commission will be applied to that amount.

8 : With a specific Target type, specify "Target From" and "Target to."

Multiple slabs of Target from and Target to can also be created.

9. To amend the Commission details, click Save.



Steps to create Commission in "Slab type"

For a specific bill amount, we can set a slab-based commission that will provide the salesperson a commission. Items are not necessary for a slab-based commission.

1 : Select "Slab type" in Salesman Commission.

2 : To start a new Commission, select "Add new Commission."


3 : Name the commission for the slab type and select the branch where the slab commission will be used.

4 : Complete the necessary information under Slab commission type, mentioning Commission type and Commission value for the corresponding Slab commission.

5 : To generate a slab commission, click Save.
Mapping Rule with specific Salesman and see its Impact on sales bill

                 Mapping with a Salesman is important so that we can calculate incentives for Sales person.

1 : Open any newly created commission type

2 : Under the Salesman mapping option, select Map Rule.

3 : Map a specific salesperson from the list for whom the Commission will be determined right away.










4 : This warning notice will appear if you have already mapped a salesman with another form of commission (Will unmapped the previous commission and can map with new commission type).



5 : then sign in using your employee user ID and password.

6 : If a salesperson sells the relevant items, a commission will be determined.







Frequently Asked Questions ( FAQ) :  

Q1. How To Check the Salesman commission Report?

→ We can see the incentive calculations for each salesman in this report from admin login or user login if the report access is provided.
1. Go to Reports >> sales >> salesman commission

2 : Choose a certain Date range, then select "Apply."

For Knowing the report filter functionality :  https://help.true-pos.com/Smart-Report.html

For Knowing the report settings functionality : https://help.true-pos.com/Smart---Report---Report---Settings.html

Q2. Sales man Commission Calculation
→ Salesman Commission – Loop-Based Calculation (Commission Applies to Each)Unlike the standard commission setup, which applies commission based on a single slab or row, this feature calculates commission in a looped manner based on the starting range defined in the Salesman Commission setup.

Example Scenario 1 (Based on Amount):

• Enable the 'Commission Applies to Each' option.

• Set the Commission Type as Amount.

• Choose Target Type as Amount.

• Define the commission as Rs.10/-, with:

• Target From = 1

• Target To = 1000

This setup implies that the system will calculate the difference:
Target To - Target From = 1000 - 1 = 999
Now, during billing, the system checks the Net Amount of the bill. For every Rs.999 in the net amount, it applies Rs.10 as commission.
So, if the Net Amount is Rs.2500, the calculation will be:
              → Rs.2500 ÷ Rs.999 ≈ Rs.30 commission

Another Example Scenario (Based on Amount):

• Enable the 'Commission Applies to Each' option.

• Set the Commission Type as Amount.

• Choose Target Type as Amount.

• Define the commission as Rs.10/-, with:

• Target From = 1000

• Target To = 1500

This setup implies that the system will calculate the difference:
Target To - Target From = 1500 - 1000 = Rs.500/-

Now, during billing, the system checks the Net Amount of the bill. For every Rs.500/- in the net amount after the minimum 'Target From' amount, it applies Rs.10/- as commission.

So, if the Net Amount is Rs.2250/-, the calculation will be :

• As it reaches Rs.1000/- the commission will calculate as Rs.10/-

• Then for each Rs.500/- the commission will calculate as Rs.10/- so here the net amount is Rs.2250 the commission calculate as Rs.30/-
  

Example Scenario 2 (Based on Quantity) : 

Unlike the standard commission setup, which applies commission based on a single slab or row, this feature calculates commission in a looped manner based on the starting range defined in the Salesman Commission setup.

Example Scenario 2 (Based on Quantity):

• Enable the 'Commission Applies to Each' option.

• Set the Commission Type as Amount.

• Choose Target Type as Quantity.

• Define the commission as Rs.10/-, with:

• Target From = 5qty

• Target To = 10qty

This setup implies that the system will calculate as :

If the quantity reaches 5 it will calculate 10rs then for each quantity it will calculate 10rs. As an example I have entered a sales bill of 12qty and the commission calculate, as it reaches 5qty 10rs then for each qty till 12qty the commission calculate as 10rs so totally the commission calculate Rs.80/-

Note :

* If you enable the 'Commission Applies to Each' then to end point will not be considered, If you set the 'Target To' as for amount means and then the bill is Rs.1000/, then the commission will be calculated for the entire amount Rs.10000/-, same as for quantity as well that it wont consider the 'Target To' quantity.