Commission Schedules

Order Entry>Utilities>Set Up>Commission Schedules

This screen allows adding, editing, or deleting commission schedules. Commission schedules can also be made inactive. A commission schedule calculates commissions based on a sliding scale. Each salesperson must be assigned an active commission schedule. If you do not pay commissions,  either disregard its information or enter 0.00 as the amount to be paid as commission. The system has an active commission schedule already installed, which it will default to until others are created. The system allows the user to set up to 99 different commission schedules. A company could use one schedule for all salespeople or each salesperson could have his/her own schedule. A salesperson may have several different commission schedules based on different job types, base percent types, etc. You may be as generic or as specific as your operation requires.

To add a new commission schedule, highlight the next available schedule number and click on the green plus sign

Enter a description for the commission schedule.

Mark the commission schedule as active.

Choose the Commission Base Percent Type and Commission Base Type

Commission Base Percent Type

This is the percentage basis that will determine which line in the splits the system will use to multiply by the commission base. You can select from:

Profit / (Invoice Total - Charged Tax)

Profit / Material Only

Profit / Installation Cost

Material Profit/ Material Total

Commission Base Type

The commission base type is the base number that the commission percent will be figured on. That percentage can be based on one of the following:

Invoice Total - Tax Charged

Profit

Amount Paid (collected)

Material

Inv. Total - Tax Charged (Original Only)

Inv. Total - Tax Charged (Overages Only)

Select number of splits desired up to 16 and then fill in the percentages commission schedule.