Sales Summary - Sale Source Agents (type) Sub Tab
Table Of Contents
The[ Sales Summary | Sales Source | Agents (type) ] tab provides a breakdown of agent sales and commission by Level 2 Stock Type. Use this screen to review the total commission due to each agent and see how that commission is divided across the Stock Types they have sold.
The Sales Summary screen includes dedicated Agents (type) and Agents (detail) reporting areas.
Agents can receive a percentage commission based on Level 2 Stock Types. For information about configuring agents, see How To: Setup and Use Agents.
Filters
Use the filters at the top of the screen to control the information displayed.
Current Month
Select the month you want to report against.
The system uses the selected month and looks back three months when calculating the relevant commission information.
For example, selecting a date of 27/02/2012 uses the period 01/11/2011 to 30/11/2011 for the three-month look-back.
Note: Whenever you change Current Month, click Go to refresh the grid with the new results.
Sales Source
Use Sales Source to filter the results according to the Sales Source recorded against the associated Sales Orders.
Agents (type) grid
The grid displays the commission information for each agent and Level 2 Stock Type.
Agent
The name of the agent.
Stock Type
The Level 2 Stock Type against which the agent has recorded sales.
Net
The net value of the sales.
Unpaid
The value of customer invoices that have not yet been paid.
Commission %
The commission percentage configured against the Level 2 Stock Type in:
[ System Data | Stock | Stock Type ]
Commission Value
The value of commission due to the agent.
Additional information
- Agent commission information on this screen applies only to issued invoices.
- The grid supports multiple currencies. Net, Unpaid and Commission Value are displayed in the appropriate currency.
- If sales for the same Stock Type and Sales Source combination have been issued in more than one currency, the combination appears as a separate line for each currency, showing the appropriate values.
- The Agents (type) grid supports Khaos Control's grid grouping functionality, allowing displayed results to be grouped by a suitable column where required.