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Luca am 18. September 2022 um 20:51 Uhr

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	[[Datei:Provision.PNG\|~~miniature~~\|Enter commission recipient for a customer]]		[[Datei:Provision.PNG\|miniatur\|Enter commission recipient for a customer]]
	Winestro.cloud can also generate your commission statement. The settlement of commissions works quickly and easily once all settings have been stored accordingly.		Winestro.cloud can also generate your commission statement. The settlement of commissions works quickly and easily once all settings have been stored accordingly.
	Below you will find all the necessary steps.		Below you will find all the necessary steps.

Luca: /* Link commission recipient and customer */

2022-09-18T20:50:58Z

Link commission recipient and customer

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	==Link commission recipient and customer==		==Link commission recipient and customer==
	[[Datei:Provision4.PNG\|~~miniature~~\|Enter and view commission of the recipient]]		[[Datei:Provision4.PNG\|miniatur\|Enter and view commission of the recipient]]
	A commission recipient and commission rate can be entered separately for each customer. In the [[customer tab]] you will find all necessary settings under the tab '''Commission'''.		A commission recipient and commission rate can be entered separately for each customer. In the [[customer tab]] you will find all necessary settings under the tab '''Commission'''.
	Commission can only be entered from the customer side.		Commission can only be entered from the customer side.

Luca: Die Seite wurde neu angelegt: „{| style="background-color: #084B71; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:centre;" | |''How to find this page:''' |- |[Image:Kunden_big.png |- |commissions |} Enter commission recipient for a customer Winestro.cloud can also generate your commission statement. The settlement of commissions works quickly and easily once all se…“

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Die Seite wurde neu angelegt: „{| style="background-color: #084B71; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:centre;" | |''How to find this page:''' |- |[Image:Kunden_big.png |- |commissions |} miniature|Enter commission recipient for a customer Winestro.cloud can also generate your commission statement. The settlement of commissions works quickly and easily once all se…“

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{| style="background-color: #084B71; color:#fff; padding:10px; float:right; margin-left:10px; margin-top:10px; position:relative; border:1px dotted #666; text-align:centre;" |
|''How to find this page:'''
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|[[[Image:Kunden_big.png]]
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|commissions
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[[Datei:Provision.PNG|miniature|Enter commission recipient for a customer]]
Winestro.cloud can also generate your commission statement. The settlement of commissions works quickly and easily once all settings have been stored accordingly.
Below you will find all the necessary steps.

==Link commission recipient and customer==
[[Datei:Provision4.PNG|miniature|Enter and view commission of the recipient]]
A commission recipient and commission rate can be entered separately for each customer. In the [[customer tab]] you will find all necessary settings under the tab '''Commission'''.
Commission can only be entered from the customer side.
In order to enter a commission recipient, this recipient must also first be created as a new customer.
You will see the assigned commission recipients in the customer index card at this point (i.e. at the customer); the commission recipient himself lists the customers for whom he receives commission, as well as the open and settled claims.

==Automatic maintenance of commission due==
As soon as a commission recipient is stored for a customer, a commission claim is saved for each '''new''' settled order. This entitlement can then be taken into account in a commission settlement, or it can be left out (see below).

==Create commission settlements==
[[Datei:Provision2.png|miniatur|Overview and settlement of open commission claims]]
To create a commission statement go to ''' Costumer - Commissions'''. Here you will find all entitlements that have not yet been converted into commission documents.
At the top you can enter the period from which you want to settle commission claims. Depending on the view selected, either the total of a commission recipient's entitlements, a list of all invoices or a list with all invoices and their positions is displayed. A selection of the view is made via the drop-down menu through the options ''Compact, Invoices and Detail''.

The ticks to the right of an item determine whether you want to settle a commission for the respective item.
With the tick to the left of the name of the commission recipient you determine whether you want to settle the claims for this customer via the function ''"Settle all marked commissions"''.
With one click on the green plus Create all selected commission statements by clicking on the printer you create all settlements for the selected invoices of this one commission recipient. Your set hooks are used to take the invoices and positions into account. With a click on the bin symbol for the invoice number, the commission claim for this invoice can be deleted.

==List of all commissions==
[[Datei:Provision3.png|miniatur|Overview of completed commission settlements]]
Under Customers - Commissions - Commission list you will find an overview of all commission settlements that have been created, analogous to [[Turnover|Turnover lists]].

==Frequently asked questions==
===How can I change commission settlements afterwards?===
If you need to change a commission afterwards, the procedure is exactly the same as for correcting an invoice: Open the order belonging to the commission, change the order as you wish and then update the invoice under the tab Documents. When creating the order/commission, the settings that are stored for the commission recipient are always used. If necessary, adjust the settings in the corresponding customer file of the commission recipient so that everything is created directly as desired with the next commission.

===I would like to enter commissions subsequently, is this possible?===
Yes, as long as an order has not been completed and the commission has not yet been settled, a commission recipient can also be entered subsequently for a customer. The order must then be adjusted to system settings and the invoice updated.
If the order has already been completed, it is no longer possible to subsequently enter the commission.

En:Commissions - Versionsgeschichte

Luca am 18. September 2022 um 20:51 Uhr

Luca am 18. September 2022 um 20:51 Uhr

Luca: /* Link commission recipient and customer */