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Commission Worksheet

Commission Worksheet​

Purpose To provide a form to calculate sales commissions.

From the menu select Sales Management, Sales Functions, Commission Worksheet.

-- Sales Commission Worksheet –-​
  • Contract Number – Enter the sales contract number. Press F6 key or the List F6 link in the Command Panel to see list of open contracts; you can also enter all or part of the prospect/customer name preceded by a backslash "" to access a cross-reference list of open sales contracts.
  • Selling Price – Once a sales contract number is entered this field fills in automatically.
  • Unit Cost – Once a sales contract number is entered you can click this button to toggle seeing/hiding the cost of the Unit.
  • Trade-In Allowance – Once a sales contract number is entered this field fills in automatically.
  • Trade-In ACV – If there is a trade-in on the selected sales contract then this field fills in automatically with the Actual Cash Value of the trade-in.
  • Comments – This is a free form text for adding a comment to the worksheet.
-- Cost Grid –-​

This grid consists of costs and fees that can affect salesperson commission.

  • Description – Description of the type of cost or fee. This list is hard coded and consists of Overhead Cost, Promotions, Dockage/Storage, Transport Fees, Fuel and Registration, Miscellaneous.
  • Amount – Enter amount for each item or leave at default of 0.00.
-- Totals –-​
  • Total Sales Profit – Click this button to see Total Sales Profit amount. This field is not editable; however it can change when amounts in the Cost grid are changed and then the Recalculate Commission button is clicked.
  • Total Sales Commission – When a sales contract number is entered, this field automatically fills in with an amount based on a default commission calculation unless a custom commission calculation program is purchased and setup in the Finance Information tab of Boat Sales Parameters. This field can be changed by editing or as a result of changing the value for any of the items in the Cost Grid and then clicking the Recalculate Commission button.
  • Total F&I Commission – Enter an amount for F&I Commission. Defaults to 0.00.
-- Commission Calculation –-​

Choose one of the following three radio buttons to determine how commission will be calculated when recalculating commission via the Recalculate Commission button.

  • Use Salesman Percent
  • Distribute Evenly
  • None
  • Recalculate Commission – Click this button to recalculate commission totals. Total Sales Profit is also recalculated if items in the Cost grid are changed prior to clicking this button.
-- Sales Commission Information Grid –-​
  • Sales Person – When a sales contract is entered, this field automatically fills in with the ID of the Sales Person(s). Additional sales people can be added to the end of the grid.
  • Name – When a sales contract is entered, this field automatically fills in with the Name(s) of the Sales Person(s).
  • Percent Split – When there are multiple sales persons in the grid, enter percentage of the commission to be split among them. To calculate commission percentages when using the default or a custom commission calculation, select the Use Salesman Percent radio button in the Commission Calculation section, change the Sales Commission amount for the first sales person to 0.00, and then click the Recalculate Commission button. Otherwise manually calculate and enter the commission amounts for each sales person.
  • Sales Commission – When a sales contract is entered, this field automatically fills in with an amount based on a default commission calculation unless a custom commission calculation program is purchased and setup in the Finance Information tab of Boat Sales Parameters. This field can be edited.
  • F&I Commission – Enter an amount for F&I Commission. Defaults to 0.00.