Creating Sales Reps, Commission Settings, & Commission Reports
Setting up salesman rates and running commission reports in 10X ERP involves configuring commission structures and generating reports to track sales performance. This ensures accurate commission calculations based on predefined rates.
Set Up Salesman Rates
- NAVIGATE to Admin>Users to set up Sales Reps.
- SELECT the User that is a salesperson you want to configure.
- CHOOSE the commission calculation type and commission percentage.
- SAVE changes to apply the commission structure.
Run Commission Reports
- GO TO the Reports> Custom Reports.
- CHOOSE the Report Type> Sales Commission option.
- SELECT the date range, salesperson, or commission type.
- GROUP the report to review commission earnings.
- FILTER as needed
- EXPORT or print the report for record-keeping or payroll processing.