Commission Basics

This will take you through the basic steps to enter invoices into the commission module. Invoices are entered in "Batches". You can categorize and date range a batch however would work best for your records and payment schedule.

Entering a new batch

• To start go to the Commissions page on the workdesk
• Click Start New Report

• This will bring up a New Report pop-up window 
  • Assign a date range for the batch
  • Click Start Report

Entering Brands into the batch

• Click on the new batch number to start entering vendors and invoices
  • Click Add Brand
  • Select a brand from the drop-down
  • Enter the total of the Commission report you are working with
  • Enter Payment method, date, Payment ID (optional), and a memo (optional)
  • Click Update

Entering Invoices into a brand (existing PO)

• A pop-up will appear for you to enter your first invoice
• After that you can enter invoices from the brand screen by clicking Add Invoice 
  • Search by the PO#
    • You can also search by account if you cannot find the PO#
  • The information for the PO will auto-fill
  • Enter invoice #
  • Adjust the invoice details or % if needed
  • Click Save

Entering Invoices into a brand (Direct order without existing PO)

• Manually enter PO and account information
• Enter order total
• Click Save Direct Order
• Look up newly created PO in Search by PO dropdown and select it
• Enter invoice # and adjust invoice details or % as needed
• Click Save

Closing the Batch

• Go into the batch you want to close
• Click Close Batch
• When prompted click Yes, Close
• Note: Once closed you cannot edit the batch any further
• Note: Information for a closed batch can be found in the batch under clicking View Details 

Editing

• Editing a brands information 
  • Go to the brand's page
  • Click Edit Brand
  • Make your changes in the pop-up screen and click Update

• Moving a brand (and all invoices attached) from one batch to another
  • Go to the brand's page
  • Click Move Brand
  • Select the batch you want to move the brand to in the pop-up and click Move Brand

• Editing an invoice entry
  • Go to the brand page
  • Click on the pad & pen icon to the left of the invoice you want to edit
  • Make your edits in the pop-up screen and click Save

Reports

• Open Order Report - This will allow you to export a list of all orders that still have commission money outstanding
  
  • In the batch list page click Open Orders
  • Add a label for the report (optional)
  • Set the date range (by ship date) for the orders you want to be exported
  • Click Export - You will be given an export id number
  • To download your report 
    • Go to View Exports in your workdesk
    • Locate the export id and click the down arrow to the right

• View Details - This shows all invoices recorded in the current batch
  • Go to the batch you want
  • Click View Details 
    • From here you can sort by vendors and/or reps or search for specifics
    • Export to a CSV file
    • View a report by rep (View Report)
    • View a report by vendor (Vendor Report)
  • Note: This is also how you view information for closed batches