Configure the Custom Commission Report

Things to Note

• Use this report to help calculate the exceptions in commissions paid on parts, less sales tax, shop fees, and sublets. The exception is parts that cost you over the configured cost.

  • If the part costs less than the configured cost, the commission will be paid on the entire sale price. Example; your configured cost threshold is $50.00 and your cost is $49.00, you sell it at $100.00 and the technician is on 20% he would be paid $20.00.

  • If the part costs more than the configured cost, commission is paid only on the profit. Example: threshold $50.00, your cost $51.00, sale price $100.00, technician at 20%. Profit is $49.00, so commission is $9.80.

• This helps protect from higher cost parts by providing incentive to employees to find the best possible cost. The most profitable items are usually the smaller maintenance parts, this allows technicians to be rewarded for finding and recommending small items that normally do not have a lot of labor added to them. 

How To

1. From Report Pro

2. Select the Customize tab

3. Select the Custom Commission button

4. Enter the cost threshold (under/over $ amount) in the Threshold Dollars box

5. Double Click the Technician's name in the list (a new window opens)

6. Enter the parts commission % for the technician

7. Select the OK button

   1. Repeat steps 5, 6, and 7 for each technician

8. When finished, select the Save button

1. The report is available in the Accounting folder (Left panel Navigation)

1. 1. Select the Custom Commission Report in the Left Panel Navigation

   2. Expand the Parameters Ribbon footer (gray bar at bottom of report pro screen)

   3. Enter the Date Range for rendering the report

   4. Select the Refresh button (two opposing blue arrows), the Reload button in the Home Ribbon, or the F5 key on your keyboard to render the report for the entered date range