IMPORTANT: This report is compatible only with Fishbowl version 2020.3 or earlier. If you're using a later version of Fishbowl please use Commission Report.
This report is for companies who wish to calculate sales commissions based on Fishbowl data.
Rates can be either percentages or flat rates and can be set at the sales rep, order, or product level.
Report Options:
Calculate Commission From: Select whether to calculate commission from the order total or total payments made against the order (payments must be taken in Fishbowl to use this feature).
Commission Type: Select the level at which commissions are set. Options are Sales Rep, Order, or Product.
Sales Person: When a specific rep is selected, the report will display commission for that rep only. When nothing is selected all reps are shown.
Product Number: When a specific product is selected, the report will display commission for that product only. When nothing is selected all products are shown.
SO Number: When a specific order is selected, the report will display commission for that order only. When nothing is selected all orders are shown.
Date Range: Data will be displayed for orders that were fulfilled within the selected date range. Or if calculating commission from payments, data will be displayed for orders which have had payments made within the date range.
Include Undefined Commission Rates: When selected, data for orders, products, or reps without set rates will be included. Commission rates in this case will be calculated at 0%. Use this to identify where rates have unintentionally not been set.
Show Credit Returns: When selected, credit return SO items will be included in the order total and commission calculations.
Show Drop Ships: When selected, drop ship SO items will be included in the order total and commission calculations.
Deduct COGS: When selected, the Cost of Goods sold will be subtracted from the order total before commissions are calculated. This is for those who wish to pay commissions from the margin and not the order total.
Format Report for Exporting: Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
Include Tax in Payment Total: When unchecked, total order tax will be subtracted from total payments before commissions are calculated.
Show Commission Summary: When selected, a summary of commissions for all reps will be displayed at the bottom of the report.
Show Details: When selected, information will be displayed for each SO item. Otherwise it will display one line for each order.
Columns Tab: Choose which columns to show/hide on the report by checking/unchecking the box next to each column name.
Considerations:
The report cannot calculate product-based commissions from total payments. If both options are selected the report will give an error message.
The report cannot deduct COGS from total payments. If both options are selected the report will give an error message.
