You can set up flat rate commissions for paying a fixed amount of money to your employees or sales advisors.
Required Subscriptions
Features: New Commission Types, New Commission Rule, TechnicianNewCommissionsReport, ServiceAdvisorSalesReport, SalesAdviserPerformanceReport
To set up flat rate commissions
Create a commission type (optional)
Create a commission profile
Create a commission rule
Create a commission tier
Assign the commission profile to employees
Create a commission type
On the Company tab, click Commission Types, and then click Add on the toolbar.
In the Commission Type dialog box, enter the commission type name, and then click OK.
Note You can add flat rate commission profile to an existing commission type; however, you should take into account that you can assign an employee or sales advisor only to one commission profile of the same commission type.
Tip Learn how to add a commission type
Create a commission profile
Click the Profiles link next to the appropriate commission type, and then click Add on the toolbar.
In the Commission Profile dialog box, enter the appropriate settings, and then click OK.
Note Profile scope is not applied to profiles assigned to sales advisors.
Tip Learn how to add a commission profile
Create a commission rule
Click the Rules link next to the appropriate profile, and then click Add on the toolbar.
In the Rule dialog box, click Money(Flat), Money(Split Evenly), or Money(Percentage) in the Calculation Methods box, enter the appropriate settings, and then click OK.
Note Money(Flat) means that a fixed amount of money is calculated for each employee assigned to work order services, Money(Split Evenly) means that a fixed amount of money is divided equally among technicians assigned to work order services, Money(Percentage) means that a fixed amount of money is divided proportionally among technicians assigned to work order services).
Tip Learn how to add a commission rule
Create a commission tier
Click Edit next to the appropriate commission rule, and then in the Rule dialog box, enter the appropriate flat rate in the Value box, and then click OK.
Tip Learn how to add a commission tier
Assign the commission profile to employees
On the Company tab, click Employees, and then on the Employees page, click the Profiles link in the Commissions column next to the appropriate employee.
On the New Commission Profiles page, in the Profiles column, select the commission profile with the flat rate commissions rule, and then click the Save Profiles button.
