TABLE OF CONTENTS
- Introduction :
- 1. Navigate to the “Commission” section
- 4. Fill up amount
- 5. Access to Report
- 6. Go to Commission report
- Step above will lead you to the Sales Report.
- Setting Commission by Collection
Introduction :
This format explains the commission structure clearly, emphasizing how it rewards sales performance at different revenue levels and encourages higher productivity through achievable goals.
1. Navigate to the “Commission” section
2. +Add New Commission Scheme.
3. Enter Scheme Details :
Scheme Name: Provide a name for the commission scheme to easily identify its purpose.
Basis Type: Choose “Revenue” from the dropdown menu.
4. Fill up amount
etc : Tier 1: 5% commission on revenue up to 10,000
Save after done.
5. Access to Report
Click on View More.
6. Go to Commission report
You will find the commission based on the one you just created.
Click on the amount under "Testing Rev" (the commission scheme you just created)
Step above will lead you to the Sales Report.
Setting Commission by Collection
TABLE OF CONTENTS
1. Go to "Commission" section, add new Commission Scheme.
• 1. Navigate to the “Commission” section
2. Enter Scheme Details : Scheme name, Basis Type choose “Collection” from the drop down menu. Select salesperson.
3. Fill up amount
etc :
Tier 1: 10% commission on collection up to 50,000
Tier 1: 12% commission on collection up to 80,000
Save it after done create.
4. Add a payment transaction.
• If you unsure how to make payment please refer this solution link : How to make payment in sales/ purchase?
5. Access to Report :
You will find the commission based on the one you just created.
Click on the amount under "Collection" (the commission scheme you just created)
6. Step above will lead you to the Transaction Report.
7. Final report
Related Guides On Transaction Report :
How to Filter Transaction Reports by Salesperson?
Related Guides on Commission Scheme:
Set commission by Profit-Based, please refer to this link for detailed guidance : Setting Commission by Profit-Based Commissions
Set commission by Quantity item sold, please refer to this
link for detailed guidance :
Setting Commission Scheme by Quantity in Tier Basis
If you're unsure how to create commission scheme, please refer to this link for detailed guidance:
How to create a commission scheme
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article