Before doing payroll you may want to check your commission and spiffs to verify that all sales that should be showing are present
Please be advised that the View Commissions/Spiff Report should not be used for processing commission payments. When utilizing EZ Process Pro to calculate commissions, it is imperative to run Payroll to finalize the commissions. This step is crucial to prevent the possibility of paying the same sale multiple times.
To access the View Commissions/Spiff Report you must navigate to Main Menu > Management > Reports > View Commission/Spiff Report. Once there you will be presented with the following screen where you can narrow down your search results.
You will need to select the Date Range, Salesperson, as well as Commission or Spiff once you have made your selections and click Submit you will be presented with the following report.
Please see the following for an explanation of each field:
Posted Date: This date is generated based on the sale meeting the criteria set in your system settings. Please see the screenshot below for a list of the available options.
Please note that the posted date is based on when the sale met the criteria listed above. For example, if your system is set to pay commission when funds accounted for are paid to 0 balance and all items are confirmed delivered. The sale will not be posted on the commission report until both conditions are met.
This is not based on the Actual Delivery Date or the Actual Payment Date for financed sales. This is based on the date that the Delivery or Payment was confirmed in EZ Process Pro.
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
Note: When selected you will see any notes made on the sale
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.