In the Sales representative commission view of the Commission calculation page you see, item by item, what you sold, to whom and at what price on the invoices and in-store sales assigned to each sales representative, what the purchase price was, and how much margin (profit) resulted. This is the basis from which a sales representative commission can be calculated.
There are two tabs at the top of the page: Partner-linked commission and Sales representative commission. The Partner-linked commission tab calculates the commission from the colleague assigned to the partner and the commission percentage set on the partner, summed up per colleague. The Sales representative commission view, in contrast, is based on the sales representative entered on the document, does not apply a commission percentage, and shows the margin item by item, from which the commission base can be derived.
This is a report-style list: it has no statuses, and you do not edit documents here. The data comes from invoices and in-store sales, and you can change them on the original document.
Click Main menu / Sales / Statistics / Commission calculation to open the page. At the top of the page choose the Sales representative commission tab (the other tab, Partner-linked commission, is the view of the commission linked to partners). On opening, the Search tab is active and the period by default runs from the first day of the year to the last day of the month, so you see the items recorded in this period. The screenshots are taken from the Hungarian demo interface.
On the Search tab you can narrow the list with the following fields, then refresh it with the Search button:
The Expand button is inactive on this page and does not open any additional filter field.
Each row is a document item; the meaning of the columns is detailed in the Field descriptions card. In practice, pay attention to this:
In the totals row at the bottom of the list you see the number of displayed documents (Bizonylatok), the total quantity, and the sums of the net and gross prices, the purchase price and the margin. If sales were made in several currencies, the sums are shown per currency in separate lines. The totals always refer to the filter currently set, so for a commission settlement first set the right sales representative and period.
On the Actions tab you have three options:
The Product card and the Partnerkarton work only with a selected row. If no item is selected, the system asks you to choose one from the list first.
For a monthly commission settlement, set the Document date fields to the first and last day of the month (for example 2026.09.01 - 2026.09.30), choose the sales representative, click Search, and only then download the XLSX list. Before that, go through the rows marked with the yellow triangle: if the purchase price is missing, the profit is shown at around 100 percent, which would needlessly inflate the commission base.
The filter fields of the Search tab and their meaning:
| Field / Element | Required | Description |
|---|---|---|
| Sales representative | Choose a sales representative. The please choose value does not filter; the Empty/not set option also shows the items without a sales representative. | |
| Web order | Filters web shop (Yes) or non-web (No) items. | |
| Document date | Two date fields (from and to). By default the first day of the year and the last day of the month are filled in. |
The columns of the item-level list and their meaning:
| Field / Column | Required | Description |
|---|---|---|
| Identifier | The document identifier (for example PZT000185/2026). Clicking it opens the invoice or the in-store sale document. | |
| Date | The date the item was created. | |
| Colleague | The name of the sales representative entered on the document, System if none is assigned. | |
| Partner | The partner (customer) of the document. Empty for a sale without a partner. | |
| Item number | The item number of the sold product. | |
| Quantity | The sold quantity. A negative value indicates a returned or cancelled item. | |
| Net unit price | The net unit price of the product on the document. | |
| Purch. unit price | The purchase unit price of the product on the item. | |
| Net price | The net amount of the item. | |
| Gross price | The gross amount of the item. | |
| Purch. price | The total purchase value of the item: quantity multiplied by the purchase unit price. | |
| Árrés (Ft) (margin) | Calculated value: the difference between the net price and the purchase value, in the currency of the document. | |
| Haszon (%) (profit) | Calculated value: the margin as a percentage of the net price. The yellow triangle warns about a missing purchase price. | |
| Web | A green tick marks an item coming from a web shop order. |
The menu item appears only if the permission of the relevant statistics module is assigned to your user. If you cannot find the Commission calculation item under Main menu / Sales / Statistics, ask your system administrator to check your permissions.
First check the Document date fields: by default only items between the beginning of this year and the end of this month are shown, so for sales of earlier years you have to change the dates. Also check the Sales representative and Web order filters, as they narrow the results further. The page shows only product items of Invoice, Advance invoice, Proforma invoice and In-store sale documents; text rows without a product are not included.
It means that no sales representative is entered on the document. You can view such items separately with the Empty/not set option of the Sales representative filter. If you calculate commission, it is worth reviewing them and, if needed, setting the sales representative on the original document.
The profit results from the difference between the net price and the purchase value. If the item has no purchase price (0), the margin equals the whole net price, so the profit is 100 percent. The yellow triangle next to Haszon (%) shows that there is no purchase price in the product master data either. Enter the purchase price in the product master data so that it is available for later sales, and handle such rows separately in the commission settlement.
A row with a negative quantity and amount is usually a returned or cancelled item. These rows are also included in the totals, so they reduce the net, gross and margin sums, which is correct from the point of view of the commission base. By clicking the identifier you can open the original document and check the reason.
The Partner-linked commission tab calculates from the colleague assigned to the partner and the commission percentage set on the partner, summed up per colleague. The Sales representative commission view shows the margin and profit item by item according to the sales representative entered on the document, without a commission percentage. If your commission is due after the partner, use the Partner-linked commission tab; if you calculate it from the profit of individual sales, use this view.
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