Module: Human Resources & Product Data

Topic: Commissions Step By Step

Version(s): 5.1 and up

Editions: All Editions

Commissions Step By Step

 commission calculation = Commissionable Product Offer (step 2 below) * Commission Preference amount based on the item type (see steps 3, 4, 5, & 8 below) * the level employee multiplier (step 7 below) that's also based on the item type (see steps 3, 4, 5, & 8 below) .

1. Products > Product Data > Commission Preferences Commission Preferences
   
1. things to note:
   
1. this is a prerequisite to being able to set up commissions within the other areas of the app
   
2. This is the section of system where you will create your commission preferences, once established you can assign separate commission structures to different product offers
   
3. The multiplier default value is 1, which means the commission amount paid is multiplied by 1 and is not subject to any addition commission.
   
1. are not in percentages, they are straight multipliers
   
1. If you put 100 as a multiplier then the rate will be $1.00 * 100 = $100.00. 
   
2. If you put 1.5 as a multiplier then the rate will be $1.00 * 1.5 = $1.50.
2. Products > Product Data > Product Offers > Commission tab Product Offers
   
1. things to note:
   
1. step 1 is a prerequisite to being able to set up which offers are commissionable
   
3. Products > Product Data > Product Offers > Continuity tab Product Offers
4. Products > Product Data > Continuity Sequences > Continuity Sequences
   
1. things to note:
   
1. may also be adjusted from customer record Customer Sequence
   
5. Products > Product Data > Installments/Sets Product Offer Installments
6. Company > HR> Employee Commissions Employee Commissions
   
1. things to note:
1. This can be factored based on performance, length of employment or whatever parameters the client decides. This will multiply commissions based on what’s been set for that employee above and beyond what’s been created for the product offer itself (step 2 above)
2. The system does not have the ability to split a commission amount between 2 users.
   
3. employee commission levels are not in percentages, they are straight multipliers
   
1. If you put 100 as a multiplier then the rate will be $1.00 * 100 = $100.00. 
   
2. If you put 1.5 as a multiplier then the rate will be $1.00 * 1.5 = $1.50.
   
7. Company > HR> Add/View Employees > Commissions tab Add/View Employees
   
1. step 6 is a prerequisite to being able to set up which commission levels are able to be set on individual employees
8. Campaigns > Advertising > Maintain Scripts > Product tab Manage Scripts: Product Offers
   
1. This Product Offer has a commission attached to it. If you do not want commissions to be paid on it please check the Do Not Pay Commissions check box.
   
2. things to note:
   
1. will determine which orders are paid the commissions
   
1. example - do you want to pay commission on orders that are on hold, or only in a final status?
   
2. will determine item type the offer is sold as
   
1. exception - if an item is added to an existing order, the item type must be set on that item specifically, else it will default to ORD
9. Company > Company > System Preferences > Delivery/Default tab System Preferences
1. System Preference: Expand Sales Agent Commission by Default
   
2. things to note:
10. Processing > Processing > Commission Processing Commission Processing
    
1. Commission Report Definitions
   
2. things to note:
11. Company > HR Human Resources Desktop
    
1. things to note:
12. Company > HR > HR Reports HR Reports
    
1. things to note:
13. Sales Sales Overview Desktop
    
1. things to note:
   
1. If ZERO commissions are generated for an order,  it will still appear to the Sales Agent as a $0 commissionable order in Sales Commissions Overview. 
14. Sales > Sales Commissions Sales Commissions
    
1. things to note:
   
1. Commission will be pending (credits and debits) until item (returns included) reaches a final status, and then the system will determine if commission should be paid (or revoked) or not. If not, the final status will be NONE.

Reports affected by setup of the above

1. Sales Commissions
   
2. Sales Agent Commission Detail Report Definitions
   
3. Sales Agent Commission Summary Report Definitions
   
4. Commission Report Definitions
5. Product Offer List Report Definitions
   
6. Performance Report Definitions
   
7. Client Performance Report Definitions
   
8. Agent Performance Visualizer Definitions
   
9. Gross Sales Summary Report Definitions
   
10. Agent Ratio Report Definitions
    
11. Adjusted Performance Report Definitions
    
12. Agent Ratio Details Report Definitions
    
13. CS Performance Report Definitions
    
14. Adjusted Client Performance Report Definitions
    
15. Agent Revenue Report Definitions
    
16. Net Sales Report Definitions
    
17. Addons by Promotion Report Definitions
    
18. Gross Margin Report Definitions
    
19. Gross Sales Report Definitions
    
20. Shipment Batch Report Definitions
    
21. Datawarehouse Export Definitions
    
22. Flattened Export Definitions