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Commission - Report

Updated

Introduction

The Commission report is dedicated to clubs that provide commissions to employees. It displays information about the commissions given to workers, the positions they occupy in the employee hierarchy, and the amounts of these commissions.

  • This article describes the Commission report which can be generated in PGM. 
  • This article will be helpful to PG Champion, Club Owner, Club Manager, and Accountant.

Before you start 

Depending on your system permission, you may not be able to manage commission for security reasons. You can modify it within the System Permissions.

To access and manage commissions, add the following employee permissions to the suitable employee roles:

Go to PGM -> Clubs -> Employees -> System Permissions.

  • System administration
    • Commissions
      • Commission management

Contact PG Technical Support to modify the system permissions for a given feature. 

Feature description

1. To access the report, go to PGM -> Clubs -> Employees -> Commissions.

2. Click on Calculated Commissions and download file by clicking arrow icon next to appropriate Commission schedule name.

Report Extract

The system will generate the report with a detailed list of all employees receiving commission.

  • Column A - Employee first name
  • Column B - Employee last name
  • Column C - Employee login
  • Column D - Commission type - this can be either product, service or contract sale.
  • Column E - Commission rule - the name of the rule entered to the system when configuring the commission. 
  • Column F - Commission base - the action which the commission is assigned for. 
  • Column G - Commission base value - the number of products, services or contracts sold.
  • Column H - Commission value - the total value of the commission assigned. 
  • Column I - Club name - the name of the club related with the employee.
  • Column J - Company - the name of the company to which the club belongs.

From the R.92 system version onwards the Club and Company columns are visible in the report. 

Changes will not be backward-compatible, i.e., for reports generated before the development's introduction date.

How to preview the report?

To see more details about specific Commission schedules click on the sheet icon to get a preview of the report.

In the new pop-up window, you will see the list of employees who received a commission in a given period. To see more information about a specific person click on the Show details button.

On that screen, you will receive a preview of the commission for a specific employee:

  • Rule name - the name of the rule to receive the commission.
  • Rule type - a type of rule to receive the commission, this can be either product, service or contract sale.
  • Commission base type - the action which the commission is assigned for.
  • Club name - the name of the club related to the employee.
  • Company - the name of the company to which the club belongs.
  • Commission base - the action which the commission is assigned for.
  • Commission value -  the total value of the commission assigned.

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