1. Click Right-click the file ZSALSP.xlt attached to the at the bottom of this support notepage and choose Save link as or Save Target as.

2. At Save the prompt, save the file to the Spredsht folder in your AccountRight program folder. Here's the default location of the Spredsht folder:

   If you're using	The Spredsht folder is here (v19.12 or earlier)	The Spredsht folder is here (v19.13 or later, Australia only)
   AccountRight Standard	C:\Standard19\Spredsht	N/A
   AccountRight Plus	C:\Plus19\Spredsht	C:\PlusClassic\Spredsht
   AccountRight Premier	C:\Premier19\Spredsht	C:\PremierClassic\Spredsht
   AccountRight Enterprise	C:\Enterprise19\Spredsht	C:\EnterpriseClassic\Spredsht

3. When asked if you want to overwrite the existing file, click Yes. This will replace the existing template.
4. Double-click the template to open it in Excel.
5. Select the cell range F16:G23. This range is NAMED "commtable", and is the range that the coding behind the buttons looks to when calculating the commission payable.
6. Change the Sales ranges in the commtable to suit your own needs however the format must stay the same, for example Sales and then Commission %.
7. Insert more cells from WITHIN the initial range should you need more rows for more ranges.
8. Select the range F31:G42. This range is NAMED "target" and represents each salesperson and the Sales target for the period.
9. Insert more cells from WITHIN the "target range" should you need more room, otherwise, edit the table to reflect your own employees and their respective targets.
10. Save the changes to the template and close Excel.
11. In the table below the Calculate Commission button, change the sales and commission % to suit your needs. The default table values mean a 5% commission will be calculated on sales up to $500, a 10% commission on sales up to $800, etc.
    Image Added 
12. In the table below the Target Analysis button, update the sales targets for your employees.
13. Save your changes:
    1. Go to the File menu and choose Save As.
    2. Save the file in its original location (see the table above).
    3. Ensure the File name is 'ZSALSP.xlt' and the Save as type is 'Excel 97-2003 template (*.xlt)'.
       Image Added
    4. If prompted to overwrite or replace the existing file, click Yes.

1. In your MYOB software, go to the Reports menu and choose Index to Reports.
2. Click the Sales tab.
3. Under the Salesperson heading, click the Analyse Sales report.
4. Filter the report for the period you wish to calculate commission for.
5. Click Display.
6. Click Send To and choose Excel.
7. When the information has filtered into the Excel worksheet, click the Calculate Commission button.
    
8. Click the Target Analysis button. For the automation to work, you must click Calculate Commission before Target Analysis.

Attachments

 ZSALSP.XLT