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Commissions Reporting: Can Heartland Retail handle different sales commissions for different items?

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Commissions Reporting: Can Heartland Retail handle different sales commissions for different items?

Heartland Retail can track sales commissions through the sales rep field and also through custom fields and reporting. 

Here is how to build a report on commissions by sales rep:

Filter:

  • Filter by the date you would like to see

Groups:

  • Sales >> Sales Rep

Metrics:

  • Source Sales >> Gross Sales
  • Source Sales >> Net Markdowns
  • Source Sales >> Gross Returned
  • Source Sales >> Net Sales
  • Source Sales >> Net QTY Sold

You can also track different commissions for different items through custom fields. The first thing you will want to do is create a custom field on your items called "% commission." After this is complete, you can build a report to view commission by sales rep. Below are the steps on how to build that report:

Filter:

  • Filter by the date you would like to see

Groups:

  • Date
  • Sale >> Ticket #
  • Sale >> Sales Rep
  • Item >> Item #
  • Item >> Item Description
  • Item >> % Commission

Metrics:

  • Source Sales >> Gross Sales
  • Source Sales >> Net Markdowns
  • Source Sales >> Gross Returned
  • Source Sales >> Net Sales
  • Source Sales >> Net QTY Sold

You can then export this report into excel and calculate employee commissions amounts in total or by items.