Direct Commissions Example

Description

Once you have created sales teams, there is a good chance that you might want to define commissions for the managers or members (with a role) of the different teams. In this example we are going to start with a team with this definition:

As you can see, the team has a manager defined (DS - David Serna) and has four members, three of them with roles assigned to them.

We are going to configure direct commission rates so that, when any member of the team posts a sale, both David Serna (DS, the team manager) and Dalia Pelayo (submanager) get a commission, in addition to the salesperson who actually achieved the sale.

Direct Commission Rates

As you can see in the previous screenshot, we have set three commission rates, for all salespeople, all customers, and item 1896-S (ATHENS Desk). In the example above, the actual salesperson that achieved the sale will get a 10%, the team manager will get a 2%, and the submanager will get an additional 1%.

Notes:

• We have specified a manager commission for All salespeople. This means that all managers, of every team, will get this commission. Same thing for the submanager.
• If a team does not have a manager or submanager (or if a salesperson is not in a team), those commission rates simply will not apply.
• Some members of the team had roles assigned to them but no commission rates have been defined, so they won't get any commission.

Create a Sales Document

For this example, we are going to create a new sales invoice, assign Marissa Naddler as the salesperson, assign TEAM1 as the sales team, and add a line for the ATHENS Desk.

As we can see in the screenshot, three commissions will be generated for the sales line, one for each one of the commission rates that we defined above. When the sales document is posted these are the commissions that will be created.