Manufacturers is a type of "Customer" record. If you are a Rep organization, you would have receivables from your Manufacturers, therefore they are a type of Customer. The fields that determines whether the "Customer" record is a Customer or a Manufacturer, is the "Manufacturer ID" field. This field is found in the "Profile" and "Credit" pages of a "Customer" record. In a "Customer" record when the "||" button next to "Manufacturer ID" is clicked, a negative number is assigned to the field. This number designates the record as a"Manufacturer" record.
When first setting up the data and Manufacturers, add the first two Manufacturers as "Customer" records using the" Manufacturer Code" field to designate them as Manufacturers. After two are entered the rest may be entered by selecting: Action menu > Add Record, when the Output screen of Manufacturer is open. To open the Output screen of Manufacturer,Admin Dept > Records Menu > Manufacturer .
Note: Although CommerceExpert/WebClerk assigns an automatic "Account Code" you may want to use an alpha code for your Manufacturers. This is helpful when assigning a Manufacturer to an Order, etc.
The "Manufacturer" records can be viewed in either the "Customer" file format or the "Manufacturer" file format. The information desired will determine which format to view.
The "Manufacturers" selection opens an Output screen listing all the "Customer" records with a negative number in the" Manufacturer ID" To see the information in a particular Manufacturer, double click on the record.
The "Manufacturer" record has three pages to it. Below is the" General" page. It is similar and functions is the same way as the "General" page of the "Customer" record.
The second page of the "Manufacturer" record is the "Products" page. This page displays information about the products that are sold for this Manufacturer.
Clicking on the "Show Items" button displays all "Item" records in which the "Location" field matches the "Manufacturer's ID".
To go to the "Item" record, highlight the Item and click on the "Go to Item" button.
The third page in the" Manufacturer's" record is the "Sales" page. This page displays the Orders and Invoices processed for this Manufacturer.
Clicking the" Show Orders" button loads all Orders that have been designated as Orders belonging to this Manufacturer. To assign an Order to a Manufacturer, put the Manufacturer's "Account Code" (not ID number) in the field titled "Mfgr Acct" on the "Credit" page of the order. There is a Popup window to help you choose the correct "Account Code".
Clicking on the "Show Invs" button loads all Invoices created with this Manufacturer as the "Bill To".
To open either an Order or Invoice displayed in the list, double click it.
Using CommerceExpert/WebClerk as a Rep Organization
The process of connecting (relating) the various files, fields and records, creates the possibility to automate and track information on sales. The chart to follow displays the transfer of information to create the process.
The following must be set up in order for the process to occur:
A "Manufacturer" record must be created with a "Manufacturer ID" number.
A "Rep" record must be created for the "House" account. Assign the percent commission earned for the majority of Items.
"Item" records must be created for the Manufacturer's Items using the "Manufacturer ID" number in the "Location field" of the "Item" record.
Enter the appropriate commissionable percent for each of the "Item" records. The calculation to determine the dollars earned for an Item sold is: Commission % (from rep record) * Commissionableness % (from item record) * the Extended Price (or gross margin) of the Item.
Example: 100 Red Widgets sold for $5.00 each. Rep is "Hse" which has 10% as commission rate. Commissionableness for Widgets at price point sold is 100%. Commission based on Sales amount.
10% *100% * $500 = $50.00
Example : 100 Blue Widgets sold for $5.00. Rep is "Hse" which has 10% as commission rate. Commissionableness for Widgets at price point sold is 80%. Commission based on Sales amount.
10% * 80% * $500 = $40.00