Salesperson Commission
- Michelle Cabaya
Calculation of Salesperson Commission
Salesperson commissions are calculated based on the gross revenue of the customer.
How to Setup a Salesperson Commission
Create a human resources record for your salesperson if one does not exist. Note the ID on the human resource record.
Go to Maintenance > Customers and select the customer associated with the salesperson’s commission.
Select the Commissions tab.
Enter the Human Resource ID from step 1.
Select the Begin Date and End Date.
Enter Commission Percent.
Salesperson Commission Percentage on Items
You can include and/or exclude items from the commission calculation. The commission for items does not need to be based on the total charge for an item.
Quik Tip: The item charges are set up in the item rate charts. See Item Rate Charts - New / Edit Item Rate Chart.
How to Set the Salesperson Commission Percentage on an Item
Go to Maintenance > Items. See Items for more information.
Enter or change the Salesperson Split % for the item you would like to include or exclude.
To include an item in the salesperson commission the Salesperson Split % must be greater than 0.
To exclude an item in the salesperson commission the Salesperson Split % should be set to 0.
Example
The gross revenue of a customer is $49.47 and the salesperson commission is set to the following:
Commissions Percentage set in the customer record - 10%
Salesperson Split % for “Base Rate” - 100%
Salesperson Split % for “Pieces” - 25%
Salesperson Split % for “Fuel Surcharge” - 0%
The total commission is $4.56.
| Order Charges | Calculation | Commission Amount |
|---|---|---|---|
Base Rate Salesperson Split | $45.25 | $45.25 x 10% | $4.53 |
Pieces Salesperson Split | $1.50 | ($1.50 x 25%) x 10% | $0.03 |
Fuel Surcharge Salesperson Split | $2.72 | ($2.72 x 0%) x 10% | $0.00 |
Total | $49.47 |
| $4.46 |