This report contains a bonus calculation for each salesman in the company. This calculation is based on an overall bonus percentage set for each salesman in the Person register in the System module.

Salesman

Paste Special Person register, System module

Range Reporting Alpha

Specify a salesman.

Period

Paste Special Choose date

Enter a start and end date for the report.

Function

Specify here the level of detail required in the report.

Detailed: This option shows for each Invoice a row-by-row analysis of the bonus earned by each salesman.
Overview: This option provides a single-line summary for each salesman.

Calculate on

Specify here whether the bonus calculation should be based on the turnover or gross profit realised during the period.

Specify

Select one alternative to choose whether the bonus is to be calculated from Invoices raised during the report period (i.e. the turnover or gross profit) or from the amount paid during the period. If you choose the second alternative, you have an additional choice of whether to include or exclude Cash Notes (Invoices whose Payment Term is of the Cash Type).

If you choose the second alternative and there is a partly-paid Invoice in the selection, the bonus calculation will be made on the part payment only. If there is more than one Item on the Invoice, the part payment will be distributed to those Items proportionally. For example, if 10% of the Invoice has been paid, 10% of each Item will be taken as being paid. This will be relevant if you have chosen to calculate bonuses using different percentages set in each Item record.

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