Change Log

Version	When	Release Notes

Version	When	Release Notes
2022.30.2.6	Apr 21, 2023	Added the various security protocols that where missing from the Security drop-down box.
2023.10.2.1.	Dec 5, 2023	APMPI-1021 - In the Sales Commissions plugin, renamed the Non-Full Voyage column to Worked on Sign Off Day. The Worked on Sign Off Day column fetches the values from ActivityAdditionalField1: Y or N. Open Manual Sales amount can be defined for persons who did not work on SignOffDay. Records for persons who did not worked on SignOffDay are marked with red.   APMPI-1038 - The system applies the same Commission rate as defined for the whole Sales report even if a person was not onboard during the whole Sales Report (voyage) and the Manual Total Sales are inserted for this person.
2024.10.1.1	Apr 10, 2024	APMPI-1150 - The voyages fully covered by the activity were red-marked as non-full voyages. The issue has been fixed.

Functionality

The section will teach you how to operate the plugin.

To get started, first, open the plugin. For this, switch to the Tools ribbon tab and click the Import button. From the drop-down list, select Sales Commission:

Open

The Sales Commission main screen then appears:

Add Sales Report

On accessing the plugin main screen, you can now add a sales report where you can record sales information. For this, follow the steps below:

1. Select Edit > Add on the toolbar. This opens the Add Sales dialog:

2. Within the dialog, fill in the following fields:

   • Vessel. From the drop-down list, select a vessel where the store is located.

   • Start date. In the calendar picker, select the date when the voyage starts.

   • End date. In the calendar picker, select the date when the voyage ends.

   • Target. Click the More button to view the Select Target dialog, where you can select the target to be applied:

   • Passenger count. Enter the number of passengers on the vessel.

   • Passenger audit. Enter the precise number of passengers on the vessel during the voyage. The field is intended for user reference only.

   • Sales total. Enter the total of sales acquired within the selected date range.

   • Sales audit. Enter the precise amount of total sales during the voyage. The field is intended for user reference only.

3. When completed, click Save.

As a result, the system automatically fetches crew members with ONB activity during the voyage dates:

Edit Sales Report

To edit the created sales report, follow the steps below:

1. Select the report that you want to edit and go to Edit > Modify on the toolbar. This opens the Modify Sales dialog:

2. Within the dialog, introduce the required modifications.

3. Click Save to proceed.

Delete Sales Report

To delete the created sales report, follow the steps below:

1. Select the report that you want to delete and click Delete on the toolbar. This opens the Confirm dialog:

2. Within the dialog, click Yes to proceed.

Add Individual Sales

In the sales report, you can specify the sales made by each salesman in the defined date range. For this, proceed with the following steps:

1. In the Ind sale column, double-click the cell and enter a number.

2. Press Enter to save the records.

Add Sales Manually

All the sales commissions are calculated automatically. However, for sales managers who did not complete the whole service (red-highlighted in the report), you can manually add the amount of sales. To do this, simply enter the amount of sales in the Manual Sales Total column in the report.

Confirm Sales Report

Before transferring the sales report to payroll, sales associates and sales managers must confirm their sales commissions.

To send the completed sales report for confirmation to a single crew member, proceed with the following steps:

1. Select a crew member whom you want to send a report for signature to.

2. On the toolbar, select Confirm Sales > Confirm item. On selecting, the Log dialog appears:
   
   

When successfully processed, the confirmation status is set to Pending:

To send all the reports for confirmation, follow the steps below:

1. Select the vessel which the reports belong to.

2. On the toolbar, select Confirm Sales > Request to Confirm. On selecting, the Log dialog appears:

When successfully processed, the confirmation status is set to Pending for all the affected records:

A crew member can confirm a report by placing a digital signature. To do this, a crew member must then log into the Adonis Crew Portal and navigate to the Electronic Signing module. For more information on how to sign a report, follow the instructions in Electronic Signing of Timesheets, the Sign Timesgeets section.

Once all the sales reports are signed, a user can process them. if a sales report is rejected, the user applies changes in it and sends a new crew commission report.

Transfer to Payroll

Once the sales reports are signed, you can now send it to payroll in order to pay off sales commissions. To do this, follow the steps below:

1. Select the vessel which the reports belong to

2. Click Payroll > Transfer to payroll on the toolbar.

As a result, you can see the transfer in progress:

Return Item

A customer is eligible for returning items in the defined period. To display the changes in the report, follow the steps below:

1. In the report, select the record to be affected and click the Return an Item button on the toolbar. This opens the Add Returned Item dialog:

2. In the dialog, specify the price of an item returned.

3. Click Save to apply the changes.

As a result, a new row appears in the report:

The added row displays the following information:

• In the Return column, the amount deducted from the Ind sale record.

• In the Type column, the row is marked with letter R that stands for Return.

In case a returned item has been added to the report by mistake, you can easily remove it. To do this, simply select the returned record and click Delete Returned on the toolbar.

Housekeeping

This section describes a one-time setup you need to perform to make the plugin fully functional.

Installation and Download

To install the plug-in, navigate to Install APM Plugin and follow the step-by-step instructions carefully.

The latest plug-in version is available here: Sales Commission

Define Targets

A sales target is the number of products you need to sell to make a desired profit. You can define as many targets as you want.

To add a target, follow the steps below:

1. Click the Settings button on the toolbar. This evolves the Settings dialog:

2. On the Sales tab of the Settings dialog, click New. This opens the Add Target dialog:

3. Within the dialog, proceed with the following fields:

   • Target from. From the calendar picker, select the date from which the target will be in effect.

   • Target to. From the calendar picker, select the date up to which the target will be in effect.

   • Target. Enter the commission level reached in case the sales performance is met.

   • Stretch. Enter the commission level reached in case the sales performance slightly exceeds the expectations.

   • Super Stretch. Enter the commission level reached in case the sales performance extremely exceeds the expectations.

   • Currency. From the drop-down list, select the currency to be used for paying off commissions.

   • Comment. Enter the target name.

   • Set to Active. Select the checkbox to make the record active. Passive records appear as unavailable.

4. Click Save to proceed.

As a result, a new record is added to the grid:

In the example, there are three commission levels. Each level is multiplied by the number of passengers.

Let us suppose that the ship has 1000 passengers on board. That means that 1000 will be multiplied by the target (1.75), stretch (2.25), and super stretch (3.0). The amount is calculated in USD.

The level of Netto Sales depends on whether it hits the target amount.

Assign Target Color

Besides, to make it easier to define whether the Netto Sales meets the target, you can assign colors to the created commission levels. To do it, proceed as described below:

1. Open the Settings dialog. Make sure you are in the Sales tab:

2. Under Assign Color, select one of the commission levels and click More. This opens the Color dialog:

3. Select the color that you want to apply to a certain commission level.

4. Click OK to confirm the selection.

On completing, click Save in the Settings dialog.

Set Return Period

Based on the return policy, a customer is eligible for returning items bought. To be in compliance with the policy, define the maximum number of days in which items may be returned. To do this, simply enter a number to the Setup text box:

Once the defined period has passed, an item is not eligible for returning and sales can no longer be modified.

Define Payscale Rates

To pay off a commission, it is first required to define the rows reserved specifically for the Sales Commission plugin in the Payroll module. To do this, navigate to the Payroll module > Payscales.

In the image above, the Sales Commission rows are listed from 3 to 8. Below you can find the description of the rows.

Rows from 3 to 6 contain levels of commissions:

• Missed Commision specifies the rate to be applied in case sales do not reach the target.

• Target Commission specifies the rate to be applied in case sales reach the target.

• Stretch Commision specifies the rate to be applied in case sales exceed the target.

• Super Stretch Commission specifies the rate to be applied in case sales hits the target.

Row 7 defines whether the commission is calculated based on the overall Netto Sales or Individual sales.

• Overall = Y means the commission is calculated based on the Netto Sales.

• Overall = N means the commission is calculated based on the Individual sales (IndSale).

Row 8 defines where the selected position is eligible for the commission:

• Eligible for comm = Y means the commission is to be paid off.

• Eligible for comm = N means the commission is not applicable.

Once reserved the rows in the Payscale Code grid, assign the rows in the plugin accordingly. For more information, see Define Payroll Transactions. The plugin will automatically pick these commissions based on the pay scale rate of a person.

Define Payroll Transactions

On transferring the sales report to the Payroll module, the data will be saved to the reserved Entry Code defined in the Payroll module > Entry Codes.

Entry Codes

You can reserve Entry code numbers in your system and define them in the Sales Commission plugin. To add the predefined entry codes to the plugin, navigate to Settings >the Payroll tab in the plugin:

Now, proceed with the following steps:

1. At the bottom of the Payroll tab, click the Add button. This enables the field to be affected.

2. From the drop-down list, select the Sales Commission entry code.

3. Click Save to proceed.

The following Sales Commision entry codes are reserved:

• 84 Sales Commission defines a commission a person will receive.

• 85 Sales IndSales specifies a commission a sales associate will receive for an individual sale.

• 86 Commission Correction defines the commission correction after returning an item.

• 87 IndSale Correction defines the commission correction of individual sales after returning an item.

“Create Entry when” rule

To identify when the payroll transaction will be created, you need to add rules in the Create Entry when column. For example:

• 84 Sales Commission: (Commission > 0) and (Type=”) and (Correction = 0). The payroll transaction is to be created for any salesmen under condition that no items are returned.

• 85 Sales IndSales: (Type='S') and (Commission > 0) and (IndSale > 0) and (Correction =0). The payroll transaction is to be created for sales associates under condition that the amount of individual sales exceeds 0 and no items are returned.

• 86 Commission Correction: (Type='') and (Correction > 0). The payroll transaction is to be created for any salesmen under condition that some items are returned.

• 87 IndSale Correction: (Type='R') and (Correction > 0). The payroll transaction is to be created for sales associates under condition that some items are returned.

Fields Assignment

For each Payroll Transaction, it is required to define the field assignments. This allows mapping values in the Sales Commission plugin and entry fields in the Payroll module.

To do this, follow the steps below:

1. In the Sales Commission plugin, navigate to Settings > the Payroll tab.

2. At the bottom of the Payroll tab, click Field Assignments. This evolves the Field Assignments dialog:

3. In the Field Assignments dialog, proceed as described below:

   • Click the Add button at the bottom of the dialog. This enables the fields to be affected

   • From the respective drop-down lists, select a sales and payroll fields to be mapped

4. When done, click Close.

Set Connection to E-Sign WebService

To send reports for signatures, you need to establish connection with the Electronic Signing WebService.

For this, follow the steps below:

1. In the Sales Commission plugin, navigate to Settings > the Communication tab:

2. In the Communication tab, fill in the following fields:

   • In the Adonis Esign Service field, enter the webservice URL

   • In the API Login Password field, enter the password to the webservice

3. Click Test Connection to make sure the connection is successfully established:

4. Click Save to proceed.