How to track a supplier commission
When you earn commission from suppliers, it's important not to lose that money and to request it on time. ArchiBoard tracks the whole chain: how much commission has accrued, how much you have requested and how much has actually reached your account.
- 1
Open the project finances
Open the project and go to «Project Finances». You will see all payments there, including supplier commission.
- 2
Set the studio's role
In the finance settings, specify how you earn: commission, markup or a share of the supplier discount. This lets ArchiBoard calculate your profit correctly.
- 3
Track the commission status
Supplier commission is tracked separately in three statuses: accrued → requested → received. ArchiBoard creates a task to request the commission so you don't forget.
- 4
Record payments
When the commission arrives, record it as a payment. Supplier payments are grouped by supplier, so everything stays clear.
Good to know
- From a payment you can create a PDF: a commission invoice to the supplier or a report for the client. The studio's details are taken from your profile settings.
- Totals across all projects are currently on the home page. A separate «Finances» item in the main menu is coming soon.
- If the estimate exceeds the approved budget, a warning appears, so you stay within limits.
Related guides
Try it on your own project
Free plan, no card required: shared catalog, clipper, estimates, timeline and finance are all included.