To enter Commissions:

  1. In the Project/Work Order/Agreement, click on the Commissions Tab.
  2. Click New Commission
  3. Information about the Project/Work Order/Agreement will be on the left side. Fill out the commission information on the right side of the page: 
    1. In Contact, select the name of the person who will receive the commission 
    2. In Role, select the appropriate role (ie Salesman, Project Manager)
      1. Optionally, in Salesperson Subtype, select a role (ie Engineer). This field can be left blank.
    3. In Group, select a number (start with 1)
      1. You can enter different groups of commissions, but the split percent of each group must add up to 100%. See example 2 below.
    4. In Commission Percent, put the percentage of the profit that the salesperson will receive, ie 7.5% 
    5. In Split Percent, put the share that this salesperson will receive, ie 100% if they are the only salesperson on the work order/agreement/project. If there are multiple salespeople splitting the share of the mission, the split percentages must add up to 100%, ie 40%, 40%, 20%
  4. Click Save and Close 

 

Correctly filled out Commission:

 

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Correct Commission with two different groups:

 

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*Note – each line belongs to a different group, and both groups have a total of 100% in their Split Percentage.

 

Correction Commission with a single commission amount split between multiple salespeople:

 

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*Note – each commission has the same group number, and the split percentages of all four lines add up to 100%

Incorrect Commissions:

 

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*Note - Here the Split and the Commission Percentage are reversed. The Split should 100% and the Commission Percentage should have the percentage of the profit that will be paid to the salesperson.

 

 

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*Note - Here the Split Percentage is correct, but the Commission Percentage is not correct.