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Commtrack™ has six ways to get costs from. The options appear on the Commission option screen when you click on Setup Options.

Purchase – The costs will come directly from the item list. If you edit an item you will see this screen.

As you can see the cost is displayed and you can enter it here. This is true with Non-Inventory parts as well as Inventory parts as long as the checkmark appears next to "This item is used in assemblies or is purchased for a specific customer job".

Average Cost – The cost for this option is taken from the Inventory Detail valuation report. This is the average cost of the item at the time the customer was invoiced. This option only applied to Inventory items as they only would have a Inventory Detail valuation report.

If this option is selected and the item is not found on the valuation report CommTrack™ will use the Purchase Cost from the item.

SO PO INV *Advanced version only* – This option is selected if you create POs and Invoices from a Sales Order. When you have a Sales Order Open and look to the top right hand side you see this drop down.

When you create a PO from a Sales Order it puts the Sales Order number in the memo field of POs created this way.

This is how CommTrack gets the costs related to the items on that PO. For this to work properly you need to invoice from the Sales order the same way you create a PO.

If CommTrack does not find a match on an item it will look to for an average cost (only Inventory items). If no cost is found it will then use the purchase cost of the item.

Bill-Class-Invoice: *Advanced version only* This option allows you to get the cost directly from a bill by using the class like a job. Some people prefer this way over setting up Jobs it QuickBooks. If CommTrack does not find a match on an item it will look to for an average cost (only Inventory items). If no cost is found it will then use the purchase cost of the item.

STD COST OVERRIDE - With this method you set up a custom field in Quickbooks named STD COST on the item list. After you modify your invoice template STD COST shows up on the invoice line item. You can enter the cost directly into this field and it will be used to calculate gross profit for your commission calculations.

Percent of Price - Some companies want to have there costs set as a percentage of the price. We have an option that allows you to put a % in and override the amount at invoice time.