Commission information
- We use sales Reps
- Each Sales Rep earns 8% of the profit from their jobs (Job income less Job expenses)
In the past, I've used QuickBooks and run a P&L by Customer to figure this out, but am now trying to see how we can use Zoho to do the same thing. So far we have only been using customers, but I've heard the term "deals" and just not sure how to best set this up in Zoho and then to get the report.
I don't think customer in and of itself is going to be a good solution long term because our customers repeat with different "deals" or "jobs". I need to get a profit & loss for each "deal" or "job". Right now we've just been setting up Estimates and invoices with customer names and adding jobs to the end of the name. (i.e. Jane Smith - 123 Main Street and then we could have another job Jane Smith - 59 Truly Street)
Expenses have been entered into Zoho Books and I've been breaking out the expenses and assigning them a Customer name so the expense is tied to the customer.
1. Can someone suggest a better way to do this? (as far as how Zoho should be used)
2. Given your suggestion in #1, how would I go about running a report to give me a P&L per job -
I asked Chat support about this and they seem to guide me to Analytics to try to figure this out.
Thanks