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Sales & Commission Data Entry Options

11/17/2022

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Whether you're entering the data yourself or have a few people in your office who handle your data entry, it's important to know your options for capturing the information that is important to your agency.

What you enter is often determined by what, when, and how you receive the orders, invoices, and/or commissions from your manufacturers. 
What data do you receive?
  • Commission reports
  • Orders - individual order forms or order reports
  • Shipping reports - individual shipment notices or shipping reports
What's included?
  • From: bare minimum - total sales & commission by customer
  • To: a lot of detail - PO#, Order#, Invoice#, Dates, Line Item Details, Sales, Discounts, Customer, End User
When do you receive the data?
  • daily
  • weekly
  • monthly
How do you receive the data?
  • paper copies by mail or fax
  • digital copies individually or via a report 
    • variety of report formats (.csv, .xlsx, .pdf, etc)
The answer to these questions, along with what you want to capture, will determine the data entry option you choose.  


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How to Enter Partial and Adjusted Commission Payments

7/8/2013

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​When you receive your commission reports from your manufacturers, do you reconcile the payments?  There are times when you are not paid the amount you thought you were going to be paid; Payments tracks this difference and helps your agency keep up with what is due, what's been paid, and forecast revenues to come.
​  
There are a few situations when a different amount is shown on the commission report than is shown in MRSware.  In these situations you can enter a partial payment, you can adjusted the commission amount, or both.
The default action in the Add/Edit Payment dialog is to check the box -- checking the box gives you a green-checkmark, indicating the Commission Due is fully paid and shows that same amount in the Apply Amount column.  This is the appropriate action when the first time the system is seeing the Invoice and Commission is from the Commission Statement itself... Since there is nothing previously entered to compare it to, the amounts always match and are marked as fully paid.

The examples outlined below are for when Orders or Invoices are entered before the Commission Statement comes, and then the existing commissions are compared to what is being paid to make sure the numbers match -- and more specifically, how to record the commissions paid when those numbers do not match..  This process is commonly called Commission Reconciliation.
This article walks through several example that would typically be encountered when doing commission reconciliation.  While all of the examples are fun, and very detailed, you may want to skip ahead to the one that applies to what you are working on:

Scenario 1: change the commission due to match what you are being paid
Scenario 2: enter a partial payment of the commissions due
Scenario 2A: enter a second partial payment that matches what was due
Scenario 2B: enter a second partial payment and make the commission due match the totals paid
​Scenario 3: enter a partial payment when there are multiple line items
    Option 1 - spread the payment across all line items
    Option 2 - apply the payment to a single line item
​

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