Commission Orders is an Order screen designed specifically for organizations that Rep products and do not need to keep the detail on Line Items Ordered. The Order is processed as a dollar amount for the total Order. The commissions due to the User by the Manufacturer is tracked as well as the commissions owed to internal Salespeople. This screen allows processing from order through payment.
Commission Orders Items
When Commission Orders is selected, another window opens.
The Customer Data area contains information from the "Customer" record. A Customer is located by typing in all or part of the Name, Phone, Zip or Account Code as in other areas of CommerceExpert/WebClerk.
The Add portion of the "Add/Delta" button allows you to add Customer information for a new "Customer" record.
The Delta portion of the "Add/Delta" button takes you to the "Customer" record, if a Customer has been selected.
The Save to Disk button below the "Add/Delta" button is used to save a new "Customer" record when information has been input.
Our SO is the Sales Order number assigned automatically by CommerceExpert/WebClerk upon saving a new Order. If a new Order is added but not saved, -3 is displayed as the Sales Order number.
Cust PO is a field to type in the Customer's PO number.
Mfg SO is a field to type in the manufacturer's Sales Order number.
Add Order button is used to initiate a new "Order" record. A manufacturer must be selected before this button is activated.
The Save to Disk button in the "Order" area is used to save an "Order" record to disk.
The New/Mfg box is activated if this is the first Order of this Manufacturer's products for this Customer.
The Comment button opens a "Text" field to enter in comments on this Order. The Order has to be saved prior to entering in a Comment. This Comment can print on Order and Invoice forms.
Ordered date defaults to today's date but can be modified.
Needed date is an automatic entry calculated using today's date and information entered in the "Default" record.
Cancel date is an automatic entry calculated using today's date and information entered in the "Default" record.
Rep defaults to the Rep assigned in the "Customer" record but may be modified.
Tm is the Terms of the Sale. Term defaults to the Term in the "Customer" record but may be modified.
Type defaults to Sales Type the "Customer's" record. This is the Price Point charged to this Customer. It can be modified.
Source defaults to Source from the "Customer's" record. This is the "Lead" source that caused this Customer to buy. It can be modified.
Line is the Manufacturer's line being Sold on this Order. Each Manufacturer must have at least one Item set up that represents a line being Sold. This Item's code must be formatted as "Com + mfg account code + a number" For example, if a Manufacturer's Account Code is "AbcMfg", the Item number code would be "ComAbcMfg1". Other lines can be added by adding 2 etc. to the end of the Account code.
You choose a different line by first selecting the Mfg Acct code in the "Search/Select" area and then using the "Asterisk" and"Tab" keys to open a Popup window of the choices for the Manufacturer.
Total is the total amount of the Order and the amount the commission is based on.
Remain is the amount remaining to be shipped. It equals the total amount as the Order is put in and a lesser amount as the Order is Invoiced.
Comm is the total dollar amount and percentage of commission earned on this Sale.
Split is the dollar amount earned by an internal Salesperson on this Sale.
Search button allows you to locate Invoices for particular Order.
Add Invoice button is used after an Order has been loaded. This allows all or partial Invoicing of the Order.
The Save Invoice button is used when dollar amounts for Invoicing are set as desired. This saves the Invoice to disk.
Date is the current date to be used as the Invoice date. It can be modified.
Amount is the total dollar amount remaining on the Order to be Invoiced. It can be modified.
Inv'd is the dollar amount earned in commissions for this Order. It is the amount due to you from the Manufacturer.
Mfg Inv is a field used to input the Manufacturer's Invoice number to the Customer.
Invoice List area displays all Invoices created for the selected Order. It also displays the balance due on the Invoice.
Action Criteria is a Popup menu that allows you to make the following choices:
Search All which runs a Search on all records
Search Set which runs a Search on only the Orders in the Order List.
Multi/Chng which allows multiple creation and changes to Orders and Invoices.
New Cust which allows the creation on a new "Customer" record.
Mfg Acct Code is a Popup menu listing all the Manufacturers by Account code in the database.
The Open box is activated if only open Orders are to be found during a Search.
The This Mfg box is activated if only Order for the selected Manufacturer are to be found during a Search.
The Search button is used to initiate the Search.
List of Orders Area
The List of Orders lists a variety of information about the Orders found using the criteria given. Scrolling to the right brings into view other fields concerning the Orders.
The Do Set button makes a subset out of the highlighted "Order" records.
The Omit button deselects highlighted Orders and omits them from the list.
The Select button moves the highlighted Order's information over to the "Order" Area.
Cnt (Count) is the number of Order records in the "Order List" Area.
Max is the maximum number of record that the database is set to find. The maximum is set in the "Default" record.