Quotes, Orders, and commission tracking and reporting
Budjetti $750-1500 USD
my wish is to have a database to track my RFQs (request for quotes), Qts, Sales Orders with vendor orders (Purchase Orders to fill the customer order), invoices, and commissions for my independent sales reps.
1. RFQ includes RFQ#, Customer, RFQ date, Customer, Contact, Due Date, Quantity, Product, notes;
2. Qts includes RFQ#, Customer, Contact, Qt date, product#, Product description, Sell Price, Quantity, Extended price, delivery
3. Orders includes RFQ#, customer, customer PO, PO date, product, quantity, sell price, extended
4. Cost side has Vendor, Contact, product cost, margin%, margin$, minimum quantity, minimum $, Delivery, this information goes into the PO to vendor.
5. Invoice includes Invoice#, customer, customer PO, contact, product, quantity, price ea, extended, total
6. Payment received
7. commission to pay Reps, Sales Reps, Date checks received, Sales price is established from Cost ....apply formula based on cost X Risk factor, X Warranty factor, X Margin factor Will figure this out after the first part is in place.
i have a spreadsheet that i'm using now and i'll share it when i find the right person to do this project. please advise time expected to get the first tables done, so i can begin populating them.
The reports will be payroll which will run a query based on time range, with income received and commission calculated. for that time perior.