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Setup is done on two screens, both in the Sales Management menu: Sales Commissions (the schemes) and Sales Partner Management → Details (the reps; see Sales people setup).
1 · Commission scheme setup
On Sales Management → Sales Commissions (screen title Commissions; fields Id, Description, By Rate / By Matrix, Notes) create the named schemes. For each scheme choose By Rate (and enter the flat
rate) or By Matrix (and pick the rate matrix). Give the scheme a clear description —
that description is what you pick from the rep form.
2 · Sales rep setup
For each sales rep, assign the schemes and the ratio settings:
| Field | Meaning |
|---|---|
| Commission | The product commission scheme for this rep. |
| Commission on Shipping | The shipping commission scheme (optional). |
| Commission on Installation | The installation commission scheme (optional). |
| Target | A target matrix associated with the rep. |
| Net:List / Net:List Absolute | Ratio figures recorded on the rep. Both are required to save the rep. (See the warning under The Net:List ratio about how these relate to the per-order computed ratio.) |
| Branch, Sales Parent Person, Active | Organisational fields — which branch the rep belongs to, an optional reporting parent (who also sees this rep’s customers and documents), and the read-only active flag (changed with the Inactive button). |
Rollout checklist
(1) Turn on Use Discount Levels. (2) If using tiered rates, build the rate matrix on the
Net:List axis. (3) Create the commission scheme(s). (4) Assign the scheme(s) and Net:List
figures on each sales rep. (5) Re-open an order to confirm the commission recalculates.
(1) Turn on Use Discount Levels. (2) If using tiered rates, build the rate matrix on the
Net:List axis. (3) Create the commission scheme(s). (4) Assign the scheme(s) and Net:List
figures on each sales rep. (5) Re-open an order to confirm the commission recalculates.