How to: Split Commissions other than 50/50.

Error:

Cause:

Solution:

Details:

Play Movie 

Commissions may now be split between salesperson at ratios of other than 50/50. Mark View Split Commission Percent on Order as yes makes the option Edit Commission Split Percent available.  Only answer yes for this on users authorized to set the commission percentages.  When entering orders with both these options checked, the user can manually change the commission percentages.  The first option allows viewing the splits only.  The second option applies only to editing the order.  The commission percentages are available for editing during job costing and estimated job cost.  To restrict the use of this feature in those places, use passwords.

When entering an order on this workstation with two sales reps, the percent buttons will become active.  Click on one of the buttons and change the percentage for one of the reps in the set commissions pop up box.  The percentage for the other sales rep will automatically recalculate.

If you have multiple sales reps set for a customer in the Customer List, you can set the percentages for those sales reps on that customer in the Customer List.  The rates set here can be edited from the order entry screen also. 

Symptoms: