In this article, we will discuss how to read the My Commission/Spiffs report from the Personal Area of EZ Process Pro
In Ez Process Pro sales personnel will have the ability to view the commissions and spiffs that they have earned on sales to do so they must navigate to Main Menu > Personal Area > My Commission/Spiffs.
Once selected they will be presented with the screen below.
From here you will need to select the date range you would like to see and the commission type (Commission or Spiff) once selected simply click Submit to run the report.
Below we will discuss each field:
Posted Date: This is the date that the commission was posted. This will depend on when the sale met the criteria set in System Settings Page 1
Date of Sale: Date that the sale was submitted
Sales Person(s): Salesperson or persons who made the sale
Sales Location: Location the sale was made from
Sales Type: This will indicate if it was a Layaway, Cash, PIF Sale, Finance, or COD Finance
Sales#: This will take you to the receipt for the sale
Status: This is the status whether delivered or undelivered. If you click on the number you will be directed to the status of the items as seen in the screenshot below.
Grand Total: This is the Grand Total of the sale before additional fees and tax
Adjustment Before Tax: Any additional fees added to the sale before taxes
Tax: Total tax on the sale
Adjustments After Tax: Any charges added after tax are applied to the sale. See the screenshot for an example:
Total Sale: This is the total of the sale after taxes and additional fees
Amount Paid In: This is the amount paid either by the finance company or the customer. When selected it will take you to the payments screen.
Lwy Balance: How much is left on layaway
Cost of Items: The cost of the item is based on the setting in the system settings on page 1
Addition Cost:
Finance Adjustment:
Total Cost: Total cost of the items on the sale based on Additional Cost and Finance Adjustments
Profit: The profit of the sale is based on the Grand Total +/- the adjustments before and after taxes. Minus the Total Cost
Gross Margin: This is calculated by Total Revenue-Total Cost/Total Revenue×100%.
Total Commission for Entire Sale: Total commission paid on the sale. This is based on the commission structure agreed upon when setting up your system
Commission for Sales Person: Commission paid on the sale
Date of Last PMT: Last payment made on the sale
Customer Name: Name of the customer
Home Phone: Phone number if provided
Print Letter: This will allow you to print a letter to the customer based on the list below
Please note that if you a using the Commission/Spiff report you may notice a sale has been removed from the report after appearing. This may happen if the sale was refunded after initially meeting the criteria.
To ensure that the commission is locked in and can not be removed from the report you will have to process payroll in EZ Process Pro. This will confirm that the commission has been paid out and can not be removed. If this had been done and the sale no longer meets the requirement to have commission paid a negative entry will now show on the report.