MYOB Logo

Sales > Commission Tracking
To create a commission rate level
1
Go to the Sales & Purchases Information under the Lists menu and select Commission Rate Levels. The Commission Rate Levels window appears.
2
Click New to create a commission rate level. The Commission Rate Level Information window appears.
3
Enter the name, type and payment option selections. If Custom Rate per Item/Activity is selected as the type of rate, a list of items/activities will appear.
6
Click OK to accept the changes and close the window. The Commission Rate Levels window reappears displaying the rates you created.
To assign a default commission rate to an employee card
1
Go to the Card File command centre and select Card List. The Cards List window appears.
2
Click the Employee tab and select the employee you want to assign a commission rate to and click Edit or click New to create a new employee card. The Card Information window appears.
3
Click the Card Details tab and select the Commission Rate from the drop down menu.
4
Click Use Commission Rate. The Card Information window reappears.
5
Click the Payroll Details tab and select Wages.
6
Select the Linked Commission Category from the drop down list.
7
Click Use Category to assign a payroll category to the employee for commissions.
8
Click OK to accept the changes and close the window.
9
Click Close.
To pay commissions to a supplier
1
Go to the Card File command centre and select Card List. The Cards List window appears.
2
Click the Supplier tab and select the supplier you want to assign a commission rate to and click Edit or click New to create a new supplier card. The Card Information window appears.
3
Click the Card Details tab and select the Commission Rate from the drop down menu.
4
Click Use Commission Rate. The Card Information window reappears.
5
Click Commissionable Salesperson, if not already selected.
7
Click OK to accept the changes and close the window.
8
Click Close.
9
Go to the Banking command centre and click Spend Money.
11
Click Record.
To track a commission on a sale
1
Go to the Sales command centre and click Enter Sales.
3
In the Salesperson, select the salesperson from the drop down menu.
4
Click Use Card to assign the salesperson to the sale. A percentage symbol will appear adjacent to the field.
5
Click the percentage symbol to access the details of the calculated commission. The Invoice Commission Information window appears. The Commission column is the only amount that can be edited in this window. If the amount in this column is changed an asterisk will appear next to the new amount. To return to the original calculation, click the Recalc button.
6
Click OK to close the window.
To update a custom rate level for items or activities
1
Go to the Sales & Purchases Information under the Lists menu and select Commission Rate Levels. The Commission Rate Levels window appears.
2
Select the custom commission rate level you want to update then click Edit. The Commission Rate Level Information window appears.
4
In the Commission Rate Shortcut section, select either Set %, Set Amount or Set % Margin and enter amounts in the adjacent fields.
5
Click Update Item/Activities.
6
Click OK to accept the changes and close the window.

Click to show more information

Top of page