How to change the Sales Tax within a Project
To change the tax for the project, you must update it in the customer record here: Customer (Open the customer record) → Options → Customer Tax System (Select the appropriate tax)..It is also possible to assign a specific tax to one of the customer’s addresses. For...
How to make payments on commisions earned
Introduction to payments on commissions In Automator, in order to apply a payment to pay commissions earned, you need to under the tab Administration, then icon Payment.From this screen, click the glass icon to show all the salespersons of your organization, and you...
How to configure admin fees
Admin fees In Automator, you can configure admin fees to be calculated automatically based on a percentage defined. By default, it is calculated on the cost of the items but it can also be set on the selling price, you need to contact our support team to have this...
How to make payments on invoices
Introduction to payments In Automator, in order to apply a payment, you need to open an invoice. Invoices can be found within the Project itself or directly from the home menu.From the list of invoices, you can double-click one to open it. Once opened, you have to...
Uncompleted Project Report
Similar to the Commission’s Report, but also gives you information on items not invoiced for projects having had at least one invoice to date. So, partially invoiced projects.
Project Auditing Report
Gives you all the information pertaining to a project a one glance.(Invoices, Cost of goods sold, installation costs, P.O`s, commission percentage, commission splits, %GP).
Booking Grid
The booking grid is used for salespersons. When you want to find out by Salesperson each Quote and the amount they are quoted, along with the estimated amounts of each. This report is flexible and can be sorted by either Salesperson, Status...
Posted Deposit Report
Shows you the list of all projects that are active and approved, but not invoiced. This report includes the deposit and subtotal.
Outstanding Projects Report
Gives you an idea of sales ($, GP) to come of projects that are not invoiced, based on the date of the project. The « Wide » format gives you a more general look as well as including more fields in the report, including GP %. The amounts are...
Salesperson Projects Report
Gives the detail portion of the project. (Sections & Items) for a given period (based on the project date.)