Commission Items List Report

Commission Items List Report

Commission Items List Report Overview

The "Commission Items List Report" provides a detailed view of all products associated with active or past commission campaigns. Commissions serve as performance-based incentives (spiffs) that can be applied to specific items, helping to boost sales and engagement. This report not only lists the eligible items but also offers filtering options to narrow results by individual campaigns.

This article explains how to access, filter, and interpret the "Commission Items List Report" for effective tracking and analysis.

1. Reaching the "Commission Items List Report"

To reach the "Commission Items List Report," follow the below steps:
  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Reports
  4. Step 4: Choose List Reports
  5. Step 5: Choose Commission Items List 
See Figure 1.1. You will see many types of list reports that will be useful to your retail business. By clicking the drop-down selection, you will see the different types of list reports.

                                                                                         Figure 1.1

2. Understanding the "Commission Items List Report" 

When you navigate to the page, you will see the options pre-selected by default. You can generate the "Commission Items List Report" for the selected fields. See Figure 2.1. 


                                                                                       Figure 2.1

3. Generating the "Commission Items List Report" 

To generate the "Commission Items List Report," click on "Generate Report."

                                                                                Figure 3.1
Fields:
  1. Item Name: This column displays the item's name that is pushed forward by any commissions. 
  2. UPC: Here, the Universal Product Code (UPC) is displayed in this column.
  3. Commission: The name of the commission that is applied to the items is mentioned here.

3.1 Manage Filters

On the Commission Items List Report screen, the Filter Items drop-down provides two options:

  • Show Al: Displays all items included in commission campaigns.

  • Custom Filter: Allows you to apply predefined custom filters. You can click the Manage link next to the drop-down to create or edit custom filters.

                                                                  Figure 3.1.1
  1. By clicking the "Manage" button, a "Manage Filters" window will pop up. You will see the following details:

                                                                                 Figure 3.1.2
Manage Filter screen information:
  1. Manage Filters Drop-down: Select the saved custom filters from the Manage Filters drop-down (if any) and click "Apply" to apply the saved custom filter. The system will redirect you to the Commission Items List Report home screen. Click "Generate Report" to generate the report for the selected filter. Clicking the "Manage Filters" button will also open the list of saved custom filters. 
  2. Parameter Tabs: You will see seven tabs: Department, Manufacturer, Category, Tag, Buydown, Vendor, and Department Tag. Select the required tab, i.e., "Department," to create or apply a custom filter specific to the selected Departments.
  3. Search: Use this Search box for a specific result.
  4. Match All Filters drop-down: Use the Match All Filters filter to decide whether or not the Manage Filter screen data matches all applied filters.
  5. Results: Here, you see the relevant list of data for the selected tab. For example, if you have chosen the "Department" tab, it will show the list of all Departments. You can search for a specific Department in the Search bar.
  6. Checkboxes: Select the required products by checking the appropriate checkboxes.
  7. Arrow: Click the green Arrow button to move the selected records to the Selected List area.                                                                                     
                                                                                                                                                Figure 3.1.3

When generating the report, you can decide whether to include or exclude the selected parameters.
  1. Include: If you select "Include," the system will include all the specified parameters to generate the report.
  2. Exclude: If you select "Exclude," the system will exclude all the specified parameters to generate the report.
    Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon. 
3. Apply or Save the custom filter:
  1. Apply: Click the "Apply" button for the selected parameters. The system will navigate you to the Commission Items List Report home screen. Click "Generate Report." The system will generate reports based on your selection. 
  2. Save Filters: Click the "Save Filters" button to save the custom filter for future use. 3.1.1 Save and Manage Custom Filters explains the details.
  3. Close: Use this button to exit the Manage Filter screen.

3.1.1 Save & Manage Custom Filter

  1. You can also save the configured custom filters for future use. By clicking the "Save Filters" button, a pop-up will appear to allow you to enter the name of the custom filter.
  2. Enter the name of the custom filter and click the "OK" button to save it.                                                                         
                                                                                                                                                                           Figure 3.1.1.1
-Manage Saved Filters:
The saved custom filters will appear in the drop-down selection. You can select the required custom filter from the list for the Commission Items List Report
Figure 3.1.1.2

You can check and manage the filters by clicking the "Manage Filters" button. By clicking on it, you will see the listing of the saved custom filters in a popup.
  1. Select Filter: Select any filter from the list to generate the desired Commission Items List Report. Select the filter from the list, and then click on the "Select Filter" button.
  2. Delete: Delete any filter from the list that is no longer required. Select the filter and then click on the "Delete" button. 
  3. In this way, the "Custom Filter" options (tabs) help to customize the records and set up the options to get only the required data.
  4. Similarly, you can filter and set up the records for other tabs (parameters).
The report results after applying the saved filter are displayed in the report below, as highlighted in Figure 3.1.1.3.

                                                                                Figure 3.1.1.3


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