Commission type includes commission profiles and rules that define how commissions are calculated for employees (technicians) and sales advisors from invoices amount.
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Features: New Commission Types, New Commission Rule, TechnicianNewCommissionsReport, CommissionHourlyRate, ServiceAdvisorSalesReport, SalesAdviserPerformanceReport, ServiceAdvisorSalesReportClient
Commission Types List
On the Commission Types page, you can add, edit, and delete commission types.
To create a new commission type, click Add on the toolbar, enter settings, and click OK.
To modify an existing commission type, click Edit next to the appropriate commission type, change settings, and click OK.
To delete an existing commission type, click Delete next to the appropriate commission type, and click OK in the message box.
On the Commission Types page you can also do the following:
View the history of changes
Recalculate commissions
Set up commission profiles
View the history of changes
On the Audit Log page, you can see what changes were made to a commission type, or its profiles and rules, when, and who made these changes.
To see the history of changes, click Audit Log next to the appropriate commission type.
Recalculate commissions
You can recalculate commissions if you have changed or corrected commission settings, employee hourly rates, service labor time, or expenses, and now you need to update commissions that had been already calculated based on past or incorrect settings.
Note Commissions recalculation requests are automatically processed at 2:24 AM PST, 11 AM PST, 9:09 PM PST
To recalculate commissions, enter the From date and the To date, and then click the Add Request button.
Tip To remove the commission recalculation request click Delete next to the appropriate request.
Commission Type Settings
When you create a new commission type or edit an existing commission type, you enter or change the following settings in the Commission Type dialog box:
Name
Start Date is the date from which commissions can be calculated.
Expiration Date defines the date till which the commission type is valid.
Commission Profiles
Commission profile mainly defines the scope and the period for which commissions are calculated.
Note Only one commission profile of the same commission type can be assigned to an employee or a sales advisor.
On the Profiles page, you can add, edit, and delete commission profiles, as well as set their commission rules.
To create a new commission profile, click Add on the toolbar, enter settings, and click OK.
To modify an existing commission profile, click Edit next to the appropriate commission profile, change settings, and click OK.
To delete an existing commission profile, click Delete next to the appropriate commission profile, and click OK in the message box.
To set up commission rules, click the Rules link next to the appropriate commission profile.
Commission Profile Settings
When you create a new commission profile or edit an existing commission profile, you enter or change the following settings in the Commission Profile dialog box:
Name
Profile Scope defines the range of revenue from which commissions are calculated for an employee to which this profile is assigned.
All Revenues means that commissions are calculated from all invoices.
Area Revenues means that commissions are calculated only from invoices that include services assigned to employees from teams that belong to the same area as the team of an employee to which this profile is assigned.
Team Revenues means that commissions are calculated only from invoices that include services assigned to employees from the same team with an employee to which this profile is assigned.
Employee Revenues means that commissions are calculated only from invoices that include services assigned to an employee to which this profile is assigned.
Profile Periods defines the period of time for which commissions are calculated. Important! The Month-to-Date option is a default profile period for non-tiered commissions; if you create a profile for tiered commissions, you need to select the Last 24, the Last Month, or the Last Week option.
Month-to-Date means that commissions are calculated from the beginning of the current month up to, but not including, the current date.
Last 24 means that commissions are calculated from yesterday’s invoices (Invoice Date is yesterday).
Last Month means that commissions are calculated from last month’s invoices (Invoice Date is any from the first day through the last day of the month).
Last Week means that commissions are calculated from last week’s invoices (Invoice Date is any from Sunday through Saturday of the last week)
Exclude Service Expenses means that service expenses (if any) will be excluded from the amount from which commissions are calculated.
Exclude Service Advisor Commissions means that all service advisor commissions (if any) will be excluded from the amount from which technician commissions are calculated.
Allow Negative Commissions means that commissions with a negative value will not be automatically reset to zero value (for example, when service expenses are greater than service amount or when commissions are calculated from a service with a negative amount.
Invoice Statuses to Process defines the status of invoices from which commissions are calculated. You can select multiple statuses:
Approved
Draft
Export Failed
Export Not Required
Exported
New
Billing Status defines the billing status of invoices from which commissions are calculated.
Both means that commissions are calculated from paid and unpaid invoices.
Paid means that commissions are calculated from paid invoices only.
Unpaid means that commissions are calculated from unpaid invoices only.
Commission Rules
Commission rule defines the type and the method by which commissions are calculated.
On the Rules page, you can add, edit, and delete commission rules, as well as set their order and set up tiered commissions.
To create a new commission rule, click Add on the toolbar, enter settings, and click OK.
To modify an existing commission rule, click Edit next to the appropriate commission rule, change settings, and click OK.
To delete an existing commission rule, click Delete next to the appropriate commission rule, and click OK in the message box.
To set up commission tiers, click Edit next to the appropriate commission rule of the Per Invoice Level type, and then add as many tiers as you need.
To sort commission rules, click Up or Down next to the appropriate commission rules.
Important! Commission rules are grouped by type and applied in the order in which they are sorted, which means that if the first rule of the first type doesn’t fit, then the second rule of the first type is applied; if no the rule of the first type fits, then the first rule of the second type is applied, and so on.
Commission Rule Settings
When you create a new commission rule or edit an existing commission rule, you enter or change the following settings in the Rule dialog box:
Name
Rule Type defines the level of invoice amount from which commissions are calculated.
Per Invoice Level means that commissions are calculated from the amount of the whole invoice.
Per Work Order Level means that commissions are calculated separately from the amount of each work order included to invoice.
Per Service Level means that commissions are calculated separately from the amount of each service included to each work order included to invoice.
Calculation Methods defines the units used for calculating commission.
Percent(Gross) means that commissions are calculated as a percent from the amount with surcharges (if any).
Percent(Net) means that commissions are calculated as a percent from the amount with surcharges (if any) and discounts (if any).
Money (Flat) means that each employee assigned to a work order service will get a fixed amount of money that does not depend on service quantity but depends on how many times the service was added to the work order.
Money (Split Evenly) means that each employee assigned to a work order service will get an equal share from a fixed amount of money that depends both on service quantity and how many times the service was added to the work order (i.e. commissions are divided equally among assigned technicians). You can use this method for rules in commission profiles with the Employee Revenues profile scope only.
Money (Percentage) means that each employee assigned to a work order service will get a proportional share from a fixed amount of money that depends both on service quantity and how many times the service was added to the work order (i.e. commissions are calculated based on technician split in percentage). You can use this method for rules in commission profiles with the Employee Revenues profile scope only.
Hourly Rate means that technician commissions are calculated based on technician hourly rate and service labor time. This option is available for the Per Service Level calculation method only.
The Clients, Invoices, Work Orders, and Services tabs allow selecting particular clients, invoice types, work order types, or services, to which this commission rules is applied or not applied.
Include All means that commission rule is applied to all clients, invoice types, work order types, or services.
Include Selected allows creating a list of clients, invoice types, work order types, or services to which commission rule is applied.
Exclude Selected allows creating a list of clients, invoice types, work order types, or services to which commission rule is not applied.
Note The tabs are shown based on the selected calculation method.
Clients tab is shown for all calculation methods.
Invoices tab is shown only for the Per Invoice Level calculation method.
Work Orders tab is shown for the Per Work Order and the Per Service Level calculation methods.
Services tab is shown only for the Per Service Level calculation method.
Commission Tiers
Commission tiers define a different commission rates for different ranges of invoices amount calculated based on the Profile Period setting (Last 24, Last Week, or Last Month).
Note You can set up commission tiers only for rules with Per Invoice Level type.
To create a new commission tier, click Add New Record on the Tiers toolbar, enter settings, and click the Create button.
To modify an existing commission tier, click Edit next to the appropriate commission tier, change settings, and click the Update button.
To delete an existing commission tier, click Delete next to the appropriate commission tier, and click OK in the message box.
To refresh the list of commission tiers, click Refresh on the Tiers toolbar.
Commission Tier Settings
When you create a new tier or edit an existing tier, you enter or change the following settings:
Value allows setting a percentage value or a dollar amount for the given invoices amount limits.
Fixed Low Limit allows settings the lowest invoice amount for which the given value is applied.
High Limit allows settings the highest invoice amount for which the given value is applied.
