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Working with Sales Rep Splits

3/23/2011

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​In the system there are 3 commission columns/calculations that are done automatically: a) Total Commission, b) Agency Split, and c) Sales Rep Split.  These three commission calculations are shown on various reports and in data analysis.
 
a) Total Commission is the amount of commissions paid to the agency by the manufacturer.
 
b) Agency Split is the amount credited within the agency to itself, or the "House", when the sales rep is paid some portion (the split) of the commissions paid to the agency by the manufacturer.
 
c) Sales Rep Split is the amount that the sales rep is paid, his portion of the commissions paid by the manufacturer.
 
These split cases are only used when you pay the sales rep a split of the commissions.  For example, a salaried sales rep may not be paid any split of the commissions, and so his split rate would be set to 0 (0%).
 
There are 3 places that the split rate can be set: d) Sales Rep Management, e) Customer Listing, and f) Invoice Entry.  Those three places are listed in order that they take effect, for example a setting in Invoice Entry overrides any setting in Customer Listing or Sales Rep Managmenet; a setting in Customer Listing overrides a Sales Rep Management entry; and a Sales Rep Management entry is the default for all cases where it is not overidden in one of these other places.

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Creating Customer in all CAPS is not necessary

3/5/2011

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​We still see MRSware Users entering customers and other data in all capital letters into their systems.  I believe this is a practice that started with some older accounting system, some of which required (or at least made it easier) for various reasons to enter customer or sales reps in all capital letters.  It is not necessary to enter any type of Company or Contact in all capital letters in MRSware.


The searches, auto-completes, and filters all work correctly regardless of the case.  Since it works both ways, you are certainly free to enter your companies and contact however you like them to appear...  Just keep in mind that MRSware is a contact relationship management system, from which you will be sending e-mails, newsletters, or other marketing materials.  It may be odd to send out those things with everything in capitals all the time.
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