Commissions are calculated for the users who work deals. This can include front-end employees like salespeople and back-end employees like finance managers. Configuration must be set up by our support team to be able to export commissions.
- Open any module.
- Click over the icon of a person in the upper right of the screen.
- Choose the Settings option from the menu. This will open a screen where you can apply settings at different levels.
- Select the Export tab.
- Click over the Process Commissions section to expand.
- Enter the Beginning Date for the commissions.
- Enter the Ending Date for the commissions.
- Select the profit center from the Company Number dropdown.
- Optionally, you may enter an Employee Number to process the commissions for a single user.
- Choose the Date Type you wish to export. These dates are entered on individual deals. Options include:
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- Contract Signing Date - The date the paperwork is signed.
- Deal Date - The day a deal was assigned a deal number. This can also be the day that a quote was converted to a deal (and a deal number was assigned).
- Delivery Date - The date the customer takes delivery of the unit.
- Purchase Date - Usually, the date a deposit is taken from the customer.
- Sold Date - The date that the unit was marked as sold.
- Optionally, you may check the Mark as Pad box if you want the time card records flagged as paid after the export.
- Optionally, you may check the Done Deals Only box to limit results to completed or done deals.
- Click the Export button. This will create a CSV file on your local computer.
If your dealership does not have the export company entered, you may receive an error message when you click the Export button. Please contact the support team for assistance.