📥 Import Orders
📥
Import QuickBooks Orders (CSV)
📂
Click to browse or drag & drop your QuickBooks CSV file
The file exported from QuickBooks: All ChemStation Sales by Rep (Commissions).CSV
Columns expected: Date, Name, Item, Item Description, Rep, Qty, Sales Price, Amount
👥
Set Commission Rates by Rep
Default is 25% — adjust as needed before generating report
This will calculate all commissions using the rates above
📋 Commission Report
Filters →
Select reps to view:
✕
💡 💾 Export Current Month — save a snapshot of the current report before switching months, so you can restore it later.
|
📂 Load Saved Report — open a previously exported Commission Report file (not a QuickBooks export) to view or restore a past month.
Showing reports for:
🗑️ The trash icon at the end of each line permanently deletes that one order line only — other lines for the same item are not affected. To remove every line for a given item at once, use the Review No MSC or Review Neg Margin tabs. There is no undo other than re-importing the orders file.
Cal-EnviroSafe, LLC — Commission Report
Name this export
You can change the name or just click Export to use the default.
📉 Review Neg Margin
📉
Negative Margin Lines
Lines where the selling price is below cost — review and fix MSC or delete the line
Generate the Commission Report first to see negative margin lines here.
🗂️ MSC Table
🗂️
QB Products MSC Table
Edit MSC values — changes apply immediately to commission calculations
✕
| QB Item | Product Code | Description | Cost ($) | MSC ($) | Last Updated | Delete |
|---|
🧮
MSC Formula Settings
Adjust the formula parameters used to calculate MSC from QB cost
Formula: Cost × 2.6 | If result < $1.70 → MSC = $1.70 | If Cost > $5.00 → MSC = Cost + $7.00
When adding a new item to the MSC Table, if it looks like it might just be a differently-formatted version of an existing item, the system auto-recognizes it as the same item ONLY if the two MSC values are within this percentage of each other. If they differ by more, it creates a new row instead — the same safe default as always — so it's never merged into the wrong item without review.
💲
Import QuickBooks Cost File & Calculate MSC
Upload QB cost export — MSC calculated as: Cost×2.6 (min $1.70, max Cost+$7.00)
MSC Formula: Cost × 2.6 |
If result < $1.70 → MSC = $1.70 |
If Cost > $5.00 → MSC = Cost + $7.00
💲
Click to browse or drag & drop QuickBooks Cost file
Expected columns: Item, Description, Cost
Accepts .csv format
📋
Import Matt's MSC Price Sheet
Upload Matt's Excel price sheet (.xlsx) — MSC values imported directly from column C
Matches product codes from the sheet to existing MSC table entries. Numeric codes (e.g. 3020) are matched to Finished Goods:3020. Unrecognized items are added to the table for cleanup. All results are editable after import.
📋
Click to browse or drag & drop Matt's Price Sheet
Excel format (.xlsx) — Sheet 1, Column A = Product Code, Column C = MSC
Accepts .xlsx format
🛠️ Admin
Jump to:
👥 Manage Reps
🤝 Commission Splits
🔑 Manage Users
🔓 Rep Access
🚫 Exclusions
🔐 Login History
⚠️
Reset Data
Each button below only affects its own data — orders, MSC table, and reps can be reset independently
👥
Manage Sales Reps
Add, edit, or remove sales representatives
Changes save automatically
📋 CSV import format: 2 or 3 columns per row —
code, name, qb_number (QB number optional).
Example: CBG,Christopher B. Glynn,144 — one rep per row. Do not import raw QB employee lists directly;
create a clean file with only sales reps, using their initials as the code.
CSV format: two columns, Rep Code first, then Full Name — for example:
JJS,Justin J. Simarro
A header row is optional. New codes are added automatically; existing codes get their name updated. Reps not in the downloaded file are left untouched.
| Rep Code (Initials) | Full Name | QB Employee # | No Commission | Action |
|---|
🤝
Commission Splits
Standing per-customer overrides — a rep earns this % of an account's sales in ADDITION to whoever the actual order-line rep is
Changes save automatically and factor into the rep's report TOTAL — no separate line item is shown
| Customer | Rep Code | Split % | Action |
|---|
🔐
Manage Users
Create logins and reset PINs — no self-service signup
| Admin? | Rep Code | Created | Last Login | Status | Actions |
|---|
🔓
Rep Report Access
Control whether reps can log in and view their commission report
When locked, reps who log in will see "Report Not Yet Available" instead of their data. Release the report once you have reviewed and finalized it for the month.
🚫
Import Exclusions
Items starting with these prefixes are automatically excluded at import time
| Prefix (matched against start of QB Item path) | Note | Delete |
|---|---|---|
| Loading... | ||
🔐
Login History
Last 10 days — failed attempts shown prominently
Click Refresh to load login history.
⚠️ Review No MSC
⚠️
Items Needing Review
These order lines have no MSC value — commissions cannot be calculated until MSC is set
How this page works: each row below is a QuickBooks item that has no MSC value yet, so its commission can't be calculated.
For each row, either:
- Type the item's QB Cost — the MSC is calculated automatically using the current formula, or
- Type an MSC value directly if you already know it
🗑️
The trash icon permanently deletes every order line for that item (not just one row) — use this for items that should never have an MSC, like fees or miscellaneous charges. There is no undo other than re-importing the orders file.
The trash icon permanently deletes every order line for that item (not just one row) — use this for items that should never have an MSC, like fees or miscellaneous charges. There is no undo other than re-importing the orders file.
Import an orders file to see unmatched items.