Commission Rules

Commission Rules are set up to define the sales commision calculations for staff based on what is sold in the sale.

To create or edit commission rules

  1. Click the icon, enter Commission Rules, and select the relevant link.
  2. Click the New action for create a new rule, or click Manage - Edit or Manage - View to open an existing rule.
    For a new rule, enter a description.
  3. Each rule gets a unique code.
  4. Fill out the relevant fields on all FastTabs to define the commission rule.
  5. In the Calculation Type field, select either the value Sales Target, or Transaction for each commission rule.
    • Sales Target - Commission is paid when the target has been reached.
    • Transaction - Commission is paid on each transaction.

    Depending on which calculation type you select, there are minor differences in how the Commission Rule card behaves:

    • If you select Calculation Type Transaction, the Line Specific check box in the General FastTab becomes active. Use this check box to specify if the sales commission is to be calculated for each line of the transaction instead of for the transactions as a whole.
      Note: If Line Specific is not enabled, you must specify a value in the Value column in the Items group lines.

    • If you select Sales Target in the Calculation Type field, the Line Specific check box is disabled and an additional FastTab, Target, is added at the bottom of the page.

  6. The Priority field in the General FastTab decides the priority of the rule compared to other active rules, lowest value takes first priority.

Items section

  1. In the Item Group Type field, select a value for the line of items that are going to be eligible for the active commission rule. The options are: 

    • All Items
    • Periodic Discount
    • Division
    • Item Category
    • Product Group
    • Item
    • Special Group

    Tip: You can include one or more lines.

  2. For each item line, specify the Vendor, and if applicable, the Calculation Type, and Value.
    Note: You can exclude a group of items from the rule by selecting the Excluding check box.
  3. When the commission rule is ready, click the Enable action to enable the selected commission rule.