How to: Set Up Commission Rule of Type Transaction With Specific Percentage and Amount

In this article

Scenario

To create the commission rule

To sell in the POS

This is an example of how you can set up a commission rule of the type Transaction with specific percentage and amount.

Scenario

The commission rule is for the Audio Item Category, excluding the DVD Product Group and the VCR Product Group.

For each transaction, the Account Manager receives 0,05 Amount, the Commission Salesperson Group receives a total of 5%, and the Salespersons receive 1% each. In the example this rule is valid in July 2011, excluding weekends.

To create the commission rule

  1. Click the icon, enter Commission Rules, and select the relevant link.
  2. Click the New action.
  3. In the General FastTab, specify Code, Description, and Priority, and set the Calculation Type to Transaction.
  4. Set the Validation Period, Store Type, and Store Type Value.
  5. Specify a value in the Priority field, if needed.
  6. In the Items FastTab, specify the items or item groups this commission rule applies to.
    1. First line, fill in these fields:
      Item Group Type: Item Category
      No: AUDIO
      Calculation Type: %
      Value: 0

    2. Second line:
      Item Group Type: Product Group
      No: DVD
      Exclude: Select this check box, because this group is to be excluded from the commission.

  7. In the Salespersons FastTab, create the following lines.
    1. First line, fill in these fields:
      Salesperson Type: Account Manager
      Calculation Type: Amount
      Value: 0.05
      Multi-Person option: Each
    2. Second line:
      Salesperson Type: Commission Salesp. Group
      No: S0007
      Calculation Type: %
      Value: 5.00
      Multi-Person option: Total
    3. Third line:
      Salesperson Type: Salesperson
      Calculation Type: %
      Value: 1%
      Multi-Person option: Each

    When the commission rule is ready, click the Enable action to ensure that Status field is Enabled.

The Account manager is the salesperson who is assigned to the customer (see the Salesperson Code field on the Customer Card).

To sell in the POS

The next step is to sell items in the POS. To create sales that fulfill your commission rule make sure that:

  • You are in the “right” store, Store S0007 in the LS Central Demo Data Company.
  • The staff person you use is eligible for sales commission, has the type Both. Otherwise, you must add a salesperson that is correctly defined.
  • The staff or salesperson you use is part of Commission Salesp. Group S0007.
  • You sell an item in Item Category AUDIO, but not in Product Group DVD.

Note: You can have multiple Commission rules at any time. Only one rule will be valid for each Transaction Line or Sales Line, depending on priority. Different lines in the same Transaction or Sales Order can have different commission rules applied to them.

Note: You can also calculate Sales Commission from the Retail Sales Orders page.