Tag: sales reps

  • How to Set Up and Process Employee Commissions in SapphireOne

    How to Set Up and Process Employee Commissions in SapphireOne

    SapphireOne will process an employee Commission for you, and you can view the Sales Commission Report.

    A commission is a payment made to employees or agents when they achieve a defined result, most commonly a sale. Commissions may be calculated as a percentage of the sale value or as a fixed amount based on sales volume. These payments are performance-based and are widely used in sales roles such as retail, automotive, and real estate.

    For example, if a salesperson sells a computer for $1,000 and earns a 6% commission, the commission payable is $60.

    According to the Australian Taxation Office (ATO), when a commission, bonus, or similar payment relates to work performed in a single pay period (weekly, fortnightly, or monthly), the amount is added to the employee’s other earnings for that period. PAYG withholding is then calculated using the standard tax tables.

    Commissions may be paid as an employee’s sole earnings or in addition to their regular wages.

    Setting Up Employee Commissions in SapphireOne

    Commission processing is built into SapphireOne ERP and Sapphire Web Pack, allowing commissions to be calculated and reported seamlessly.

    To set up employee commissions:

    • Log in to SapphireOne
    • Navigate to Payroll/HR Mode
    • Select Administration from the top toolbar
    • From the page drop-down menu, choose Salary
    • In the Commission section, click the plus (+) icon
    • Enter the Sales Rep ID
    • Define the margin and commission rate
    • Save the record

    SapphireOne will automatically calculate and process the commission based on these settings.

    Viewing the Sales Commission Report

    To view commission results and reports:

    • Go to Inventory Mode
    • From the top menu, select Sales, then choose Sales People
    • Select the relevant Sales Rep ID
    • From the page drop-down menu, choose Sales Options
    • Click the Print icon in the top toolbar
    • Select the required date range
    • Choose Open in Preview to view the report

    SapphireOne generates a Sales Commission Report showing calculated commissions for the selected period.

    How Sales Commissions Work in Practice

    Sales employees typically earn a base salary plus commission for meeting or exceeding defined sales targets. A sales commission is additional compensation designed to reward performance above a minimum threshold.

    Employers use commissions to:

    • Incentivise higher sales performance
    • Reward productivity and results
    • Align employee goals with business growth

    Sales commissions have proven to be an effective compensation model and are widely used across many industries.

    Managing and Reporting on Commissions

    SapphireOne allows businesses to manage commissions flexibly and at scale. You can:

    • Configure commission structures
    • Create custom fields and calculation formulas
    • Build dashboards for performance tracking
    • Generate detailed commission and sales reports

    This ensures commissions are calculated accurately, reported clearly, and aligned with your broader payroll and accounting processes.

    You can track your sales by employee, sales rep, etc. under Inventory module. For more information regarding improvements and features within the latest release of SapphireOne ERP Business Accounting Application please contact our office on +61 (02) 8362 4500, request a demo or SapphireOne on email sales @sapphireone.com.

  • How ERP and CRM Integration Drives Unified Business Processes

    How ERP and CRM Integration Drives Unified Business Processes

    Mamimise your ERP and CRM integration

    ERP and CRM integration allows departments and systems to talk with each other to increase profitability and sales. A Customer Relationship Management (CRM) system provides transparency, better qualified leads and manages valuable customer interactions. It also stores valuable information from your marketing department. Marketing develops new customer relationships through content, digital marketing and management, sourcing and nurturing leads etc. This helps with brand awareness and increasing your market share. 

    On the other side, your ERP system manages the back-end processes from accounts, operation and human resources departments. These include order placement, tracking, billing, shipping, accounting and supply chain details. So why integrate these systems and departments together?

    Benefits to your bottom line of an ERP and CRM integration 

    1. Reduction in data entry and improved efficiency – One centralised location for your data ensures any updating of information from accounts, operations, sales or marketing is only entered once. This saves you time and money as these mundane tasks are often labour-intensive. Combining your CRM and ERP automates and manages processes through workflows, which enhances your efficiency by simplifying them.
    2. Stronger Visibility, Forecasting and Accuracy – Your sales reps need to be able to access on-the-go, real-time data. Errors are reduced when they can enter a quote or order in the one system. The ERP system allows the sales rep to look into current inventory and costings for these quotes. The CRM stores promotional and marketing activities which can be accessed whilst on the road to obtain true, accurate quotes. Customer interactions and sales documentation can be produced quickly increasing visibility and efficiency.  By integrating both, staff gain access to the whole picture to assist with sales and forecasting.
    3. Complete 360-degree view on your customers – A complete view of your customers provides better insights for building lasting relationships and determining where there is potential for future growth. Fast and consistent up-to-date data enables better analytics and reporting. This helps to effectively market and track changes in your customers preferences, profitability, and loyalty.
    4. Cross-Departmental Collaboration – Departments have different functions within the business and can sometimes discourage collaboration and sharing of information. This ends up making data accessibility a challenge and duplication a problem. When departments talk to each staff are able to access real-time data, view all relevant key facts, so they can work towards achieving the company’s goals.

    How They All Work Together

    Both ERP and CRM systems improve efficiencies in business processes which in turn strengthens your business. A CRM system coupled with marketing drives sales; an ERP system manages customer information once the order has been placed to reduce overall costs. 

    With one source of truth, management has an overview in real-time of the business, what is happening in every department. This is extremely important for growing companies and companies who want to scale. A single source of all data and transactions contains contact details, shipments, credit history for quotes, orders and any other customer service interactions. This ensures anyone from sales, marketing, accounts or operations can access a complete history of the customer when required. Business workflows will be enhanced which ultimately improves revenue generation, reduces costs, and provides management with more insightful and useful reports.

    Click for more information on ERP and CRM systems and the latest release of SapphireOne ERP, CRM, DMS and Business Accounting Software Application. Alternatively, contact our office on (02) 8362 4500 or request a demo.