Updating and Utilizing a Comm Analysis Record
The Commission Analysis Module provided by 1Stop is designed to assist in analyzing the effective discount and identifying non-commissionable items on approved sale or change order records. By using this module, companies can easily determine the actual discount applied to the sale or change order, as well as identify any items or charges that are not eligible for commission. It is particularly useful for organizations that provide quotes at a product level in 1Stop as it is instrumental in accurately completing commission records, ensuring that the calculation is precise with detail to support the inputs used to calculate the commission.
The below video guides users through the process of updating and utilizing a commission analysis record to assist in completing each commission record. It provides a step-by-step approach to updating the comm analysis record, overview on effective discount % field, the commission adjustment % and how to copy the Non Commissionable Amount and the Adjusted Comm % to the Commission record.
If the commission is for a vendor, when you populate the Vendor Name field it will auto update the Commission % form the vendor record and unselect the Copy to Commission field if it was already selected. The below video highlights this feature.
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