REPCHARGE Order type is used when the cost of an item/order should be charged to the Sales Rep.
This process should be used to charge a sales rep's commission for COGS. This process consists of:
Examples of when to do a REPCHARGE:
- Customer refuses to pay for an invoice. Rep is responsible for COGS on this order.
- Non-returnable items that institute for a MA claim/credit to be issued to the customer. Rep is responsible for COGS on this order.
REPCHARGE Order Entry
- Go to Order Entry to start a New Order
- Select the Sales Rep's customer account as the customer. If one is not set up, use the Quick Add customer type to create one (terms of CC).
- Select REPCHARGE as the Order Type
- Go to the Main Tab > Order Header Management to confirm the Sales Rep # is selected for this order.
- From the Main tab > Order Line Maintenance, type REPCHARGE as the item and enter the Qty as the dollar amount needing to be charged against the rep's commission (Qty 100 = $100 from the vendor invoice needing to be costed to the rep)
(REPCHARGE can't be found in style entry)- Determining the Dollar Amount to charge:
- Open Review Purchase Orders
- Change from Default to Optimized.
- Search the Purchase Order Number that was used with the vendor.
- Using the hamburger menu, select Vouchered Items from the list.
- Use the amount listed in the "Invoiced Amt" column when determining the price the rep needs to be costed for. This is the actual amount charge to Game-One from the Vendor. (If they are only be costed for partial of the line quantity, you would take the Invoiced Price and multiply it by the Invoiced Qty.)
- Enter the price determined in step v as the QTY for the REPCHARGE line. (Ex: invoiced Amt = $46.86, Qty on REPCHARGE = 46). ONLY ONE REPCHARGE LINE PER ORDER, COMBINE ALL COSTS INTO THE ONE LINE.
- Determining the Dollar Amount to charge:
- Click Save
- Ensure the Customer PO number is entered as 'REPCHARGE' in the main tab or freight tab.
- Add a comment with the original order number and the REPCHARGE order.
- Review & Complete the order. If you get a remittance error for the CC method, update the remittance to Net30-CC.
- Email the REPCHARGE order number to Lukas Eswein-Peterson to be reviewed, Quick Shipped and Invoiced.
Below process is to ONLY be done by leadership staff
Quick Ship Instructions
- Go to Quick Ship and enter the order number, including the BO # (If the order number is B0292474 enter it was "B029247400" as shown below.
- Click Save and Complete and select the "Invoice Order" option on the Quick Ship screen then select Continue.
- Go to Review Customer Orders and research the order to ensure it is in an Invoiced status. If not, it must be invoiced via Orders Shipped, Not Invoiced. Since it is a zero dollar invoice, no invoice will be sent to the customer.
Commissions Management
At the writing of this article, these orders are not marked "Paid" due to being zero-dollar orders, but must be accounted for when calculating commissions. Please use Cyber Query to ensure all zero dollar orders with negative COGS are calculated in rep commission reports.
(Created 4/21/24)