How to: Set Up Commission Rule of Type Sales Target

In this example all salespersons get 5% commission until sales target 1000 is reached, then they get 10% until sales target 2000 is reached, and 15% until sales target 5000 is reached, and 5 in amount when sales target 5000 is reached on all items at all stores, excluding food items.

To set up this rule

  1. Click the icon, enter Commission Rules, and select the relevant link.
  2. Click the New action.
  3. On the General FastTab, specify Code, Description, and the Priority, and set the Calculation Type as Sales Target.
  4. Specify a Validation Period of your choice, and set Store Typeas All.
  5. On the Items FastTab, create the item lines as follows.
    1. First line, fill in these fields:
      Item Group Type: All Items
    2. Second line:
      Item Group Type: Division
      No: Food
  6. On the Salespersons FastTab, create these lines.
    1. First line:
      Salesperson Type: Salesperson .
      Calculation Type: %
      Value:
      Multi-Person option: Each
    2. Second line:
      Salesperson Type: Account Manager.
      Calculation Type: %
      Value:
      Multi-Person option: Each
  7. On the Sales Targets FastTab, create these lines.
    1. First line:
      Minimum amount: 1,00.
      Calculation Type: %
      Value: 5,00
    2. Second line:
      Minimum amount: 1.000,00.
      Calculation Type: %
      Value: 10,00
      Multi-Person option: Each
    3. Third line:
      Minimum amount: 2.000,00.
      Calculation Type: %
      Value: 15,00
    4. Fourth line:
      Minimum amount: 5.000.
      Calculation Type: Amount
      Value: 5,00

To view individual targets by commission rules

To monitor how individual salespersons are achieving the sales targets:

  1. Go to the Commission Sales Periods page.
  2. Select a sales period in the list, click the Navigate action, and then click Sales Period- Target Sale.