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In Banana Accounting Plus, you can create a simple table dedicated to Sales Representatives (or Agents) and link it directly to the Transactions table.
This way, you can associate each sale with the name of the agent who handled it, keeping all information within the same accounting file, without needing external documents.
Structure of the Sales Representatives table
The Sales Representatives simple table can include the following columns:
- RowId → unique identifier code for the agent (also used for linking).
- Description → additional information about the agent.
- Commission Percentage → commission rate for each agent.
- Notes → specific annotations.
- Links → link to the commission contract or other related documents.
Linking with the Transactions table
To link the Sales Representatives table to the Transactions table:
- Open your accounting file.
- Go to the Transactions table.
- From the menu Tools > Add/Remove Functionalities > Add columns to link tables.
- Select the Sales Representatives table.
- Indicate after which column the link should be added.
- Confirm with OK.
The Transactions table will now include the linked columns:
- RowId → where to enter the identifier code of the Sales Representative
- Sales Representative → the description linked to the Id. When you enter the code, the agent’s name appears automatically.
For each sales transaction, you can select the agent’s name directly from the Sales Representatives table.
Advantages of linking
- Centralization → all agent information remains in the same accounting file.
- Traceability → each sale can be immediately associated with the agent who completed it.
- Quick analysis → with the Filter rows function, you can display only transactions related to a specific agent.
Calculating commissions
- Filter transactions by agent.
- At the bottom of the info window, you immediately see the total sales amount.
- To calculate the commission, you can:
- In the Amount column, copy the total shown at the bottom of the window (after selecting the cells) and multiply it by the commission rate.
- Export the filtered rows to Excel and apply the commission percentage formula.
With this setup, you can easily manage sales by agent, calculate commissions, and always have an up-to-date history within the same Banana file.