In the “Import Transactions” menu, there is a selection for “Reprocess Split.”
If you create a new sales team, or change any of the commissions split numbers, you may want the changes to be retroactive. You can use “Reprocess Split” as a time machine to go back in time and apply new/edited sales team split percentages to transactions that took place in the past.
As an example, let’s say you just created the sales team shown in the image above. You have already imported sales & commission numbers for April of 2023 and it is now May 2023. If you ran a “Sales Rep Details” report for the new team it would be blank today, because the sales team did not exist when you imported those sales and commissions numbers. You can go to your import log (shown in top image) and make note of all the batch numbers that were loaded for last month. In this example batches 172, 170, and 169. You can also reprocess splits by “Manufacturer” or “Sales Team” if that makes more sense for your situation.
- Click “Reprocess Split.”
2. Choose one (or a combination of one or more) “Batch Number,” “Manufacturer/Principal,” or “Sales Team.” In this example I am going to reprocess 3 batches. You have to do them individually.
3. Click “Reprocess” button.
This will apply the split percentages you assigned to the Sales Team for the batches you specify. If we go and run a “Sales Rep Detail” report for this Sales Team, we would now see the sales for Batch 172 for mfg Lutron on the report.
