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Sales with Salesperson Details for Collection and Commission

You may be keeping track of the sales made by each salesperson, or want to keep track of it. You can use the cost centre feature and track this in the sales voucher itself. Based on your business needs, you may want to track the total sales done by the salesperson to calculate commission on it, or assign the salespersons to collect the sales amount from the party or both. You can enable the cost centre feature in TallyPrime and record all these details.

 

Salesperson Details to Calculate Commission on Sales Amount

You may want to provide commission for the salespersons for the sales made. Enable the sales ledger for cost centre applicability, and select the cost centre created for the salesperson for arriving at the value for calculation of commission.

  1. Enable the sales ledger for cost centre applicability.
    1. Gateway of Tally > Alter > Ledger.
      Alternatively, press Alt+G (Go To) > Alter Master > Ledger > and press Enter.
    2. Select the sales ledger.
    3. Set the option Cost Centres are applicable to Yes.
      If you do not see this option, press Ctrl+I (More Details) > type or select Cost Centre applicability > and press Enter to set it to Yes. In case the feature is inactive, you will be prompted to activate the Cost Centre feature. Select Yes or press Y to proceed.
    4. Press Ctrl+A to save the ledger.
  2. Open a sales voucher and select the party ledger.
    1. Gateway of Tally > Vouchers > F8 (Sales).
      Alternatively, press Alt+G (Go To) > Create Voucher > press F8 (Sales).
    2. Press F12 (Configure) and set the option Select common Ledger Account for Item Allocation to No.
      As always, you can press Ctrl+A to save and proceed.
    3. Party A/c Name: Select the party ledger. Ensure the option Cost centres are applicable is set to No in the party ledger.
      As always, you can press Ctrl+A to save and proceed.
  3. Provide the stock item details.
    1. Select the stock item.
    2. Enter the Quantity and Rate. The amount appears automatically.
  4. Select the sales ledger and provide the cost centre details.
    1. Select the sales ledger enabled for cost centre applicability.
    2. Select the cost centre created for the salesperson who would be getting the commission.
    3. Enter the amount.
    4. Press Ctrl+A to save and proceed.
  5. Provide Narration, if needed, and accept the screen.

    What you see on the screen can vary based on your choices. Press F12 (Configure) to change the options and F11 (Features) to enable or disable features.
  6. As always, you can press Ctrl+A to save.
    Similarly, you can record sales by selecting the required cost centre.
  7. View the total amount for commission calculation.
    1. Press Alt+G (Go To) > type or select Cost Centre Breakup of Ledger > and press Enter.
    2. Select the sales ledger > press Enter.

      Similarly, you can check the cost centre details for other ledgers.

 

Salesperson Details for Collection of Sales Amount

You may want to assign salespersons for collecting sales amount from parties and provide commission on the same.

In this section

 

Sales with cost centre allocation for collection

You need to enable the party ledger for cost centre applicability. You can then select the cost centre created for the salesperson, for collection of sales amount.

  1. Enable the party ledger for cost centre applicability.
    1. Gateway of Tally > Alter > type or select Ledger.
      Alternatively, press Alt+G (Go To) > Alter Master > Ledger > and press Enter.
    2. Select the party ledger.
    3. Set the option Cost Centres are applicable to Yes.
      If you do not see this option, press Ctrl+I (More Details) > type or select Cost Centre applicability > and press Enter to set it to Yes. In case the feature is inactive, you will be prompted to activate the Cost Centre feature. Select Yes or press Y to proceed.
    4. Press Ctrl+A to save the ledger.
  2. Open a sales voucher and select the party ledger.
    1. Gateway of Tally > Vouchers > F8 (Sales).
      Alternatively, press Alt+G (Go To) > Create Voucher > press F8 (Sales).
    2. Party A/c Name: Select the party ledger.
  3. Provide the stock item details.
  4. Select the sales ledger. Ensure the option Cost centres are applicable is set to No.
  5. Provide the cost allocation details for the total voucher value, for the party selected in the voucher.
    1. Select the cost centre created for the salesperson, who will be collecting the amount from the party.
    2. Enter the amount.
    3. Press Ctrl+A to save and proceed.
  6. Provide Narration, if needed, and accept the screen.

    What you see on the screen can vary based on your choices. Press F12 (Configure) to change the options and F11 (Features) to enable or disable features.
  7. As always, you can press Ctrl+A to save.

Similarly, record sales by selecting the required cost centre for collecting the amount from the party.

 

Receipt voucher for collection

Record the receipt from customer and allocate it to the required salesperson in receipt voucher, for calculation of commission.

  1. Open a receipt voucher and enter the amount received.
    1. Gateway of Tally > Vouchers > F6 (Receipt).
      Alternatively, press Alt+G (Go To) > Create Voucher > press F6 (Receipt).
    2. Account: Select cash or bank ledger.
    3. Particulars: Select the party ledger from whom the amount is received.
    4. Amount: Enter the amount received.
  2. Select the cost centre created for the salesperson and enter the amount.
  3. Enter the bank details if the amount is received via bank transfers.
  4. Accept the voucher. As always, you can press Ctrl+A to save.
    Similarly, you can record receipts for the amount collected by other salespersons.
  5. View the total amount to be collected from the party, with cost centre details.
    1. Press Alt+G (Go To) > type or select Cost Centre Breakup of Ledger > and press Enter.
    2. Select the party ledger > press Enter.

      Similarly, you can check the cost centre details for other ledgers.

 

Salesperson Details for Collection and Commission

You may want to assign salespersons for collecting sales amount from parties and provide commission on the same.

In this section

 

Sales with cost centre allocation for collection and commission

You need to enable the sales and party ledgers for cost centre applicability. You can then select the cost centre created for the salesperson, for collection of sales amount and calculation of commission.

  1. Enable the sales ledger for cost centre applicability.
  2. Enable the party ledger for cost centre applicability.
  3. Open a sales voucher and select the party ledger.
    1. Gateway of Tally > Vouchers > F8 (Sales).
      Alternatively, press Alt+G (Go To) > Create Voucher > press F8 (Sales).
    2. Press F12 (Configure) and set the option Select common Ledger Account for Item Allocation to No.
      As always, you can press Ctrl+A to save and proceed.
    3. Party A/c Name: Select the party ledger.
  4. Provide the stock item details.
  5. Select the sales ledger and provide cost centre details.
    1. Select the sales ledger enabled for cost centre applicability.
    2. Select the cost centre created for the salesperson who is responsible for collection of this transaction value.
    3. Enter the amount.
    4. Press Ctrl+A to save and proceed.
  6. Provide the cost allocation details for the party selected in the voucher.
    1. Provide the cost centre allocation details.
    2. Select the cost centre created for the salesperson, who will be receiving the commission for this transaction value.
    3. Enter the amount.
    4. Press Ctrl+A to save and proceed.
  7. Provide Narration, if needed, and accept the screen.

    What you see on the screen can vary based on your choices. Press F12 (Configure) to change the options and F11 (Features) to enable or disable features.
  8. As always, you can press Ctrl+A to save.
    Similarly, record sales by selecting the required cost centre for collecting the amount from the party.
  9. View the total sales done by the salespersons to calculate commission.
    1. Press Alt+G (Go To) > type or select Cost Centre Breakup of Ledger > and press Enter.
    2. Select the sales ledger > press Enter.

      Similarly, you can check the cost centre details for other ledgers.

 

Receipt voucher for collection

Record the receipt from customer and allocate it to the required salesperson in receipt voucher, for calculation of commission.

  1. Open a receipt voucher and enter the amount received.
    1. Gateway of Tally > Vouchers > F6 (Receipt).
      Alternatively, press Alt+G (Go To) > Create Voucher > press F6 (Receipt).
    2. Account: Select cash or bank ledger.
    3. Particulars: Select the party ledger from whom the amount is received.
    4. Amount: Enter the amount received.
  2. Select the cost centre created for the salesperson and enter the amount.
  3. Enter the bank details if the amount is received via bank transfers.
  4. Accept the voucher. As always, you can press Ctrl+A to save.
    Similarly, record sales by selecting the required cost centre for collecting the amount from the party and calculating commission on it.
  5. View the total amount to be collected from the party, with cost centre details.
    1. Press Alt+G (Go To) > type or select Cost Centre Breakup of Ledger > and press Enter.
    2. Select the party ledger > press Enter.

      Similarly, you can check the cost centre details for other ledgers.

In case you have only one salesperson in an invoice, you can create a cost centre class for each salesperson and use cost centre class for invoicing. This will help avoid manual allocation of cost centre for each ledger. You can also maintain a department-wise grouping of cost centres. Click here for more details on cost centres.

 

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