Managing Sales Splits

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Editing an Order

Entering an Order

Entering a Prepayment

Entering a Quote

Invoicing Shipments

Shipping Orders and Items

Use the Sales Split tab to calculate sales commissions by allocating transaction totals to up to five salespersons. More...

You can assign portions of each transaction to the salesperson or salespersons responsible for the customer account or sale. If you track commissions for sales staff, Order Entry uses this information to update commission data when you post invoices and run Day End Processing.

When you enter a transaction in Order Entry, the salespersons assigned to the customer account in Accounts Receivable appear on the Sales Split tab by default. If you select a ship-to location, the salespersons associated with that ship-to location are used instead.

Note: You assign default salespersons to customer records and to ship-to locations in Accounts Receivable.

The salesperson listed on the first line in the table is the primary salesperson for the transaction. Some Order Entry reports list only the primary salesperson, while others allow you to sort information by primary salesperson.

You can assign the transaction to other salespeople by changing the percentage of the transaction total allocated to each salesperson. The amounts in the Percentage column must total 100 (or 0 if you do not assign salespeople to the transaction).

To manage sales splits:

  1. Open Order Entry > O/E Transactions.
  2. Select a transaction entry screen, such as Order Entry.
  3. On the Sales Split tab, specify salespersons and commissions for a transaction:
    • To add a salesperson - click the Add Line button to add a new line, select a salesperson code, and then specify a commission amount for the salesperson in the Percentage column.
    • To assign the transaction to another salesperson - select a currently assigned salesperson, use the Salesperson Code field.
    • To delete a salesperson - select the salesperson, and then click the Delete Line button.
  4. Ensure that the amounts in the Percentage column add up to 100.
  5. Enter remaining information and post the document.