You can set up percentage commissions for calculating employee or sales advisor commissions based on sales amount. 

Required Subscriptions

  • Features: New Commission Types, New Commission Rule, TechnicianNewCommissionsReport, ServiceAdvisorSalesReport, SalesAdviserPerformanceReport

To set up percentage commissions

  1. Create a commission type (optional)
  2. Create a commission profile
  3. Create a commission rule
  4. Create a commission tier
  5. Assign 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 commission type name, and then click OK

Note You can add percentage commission profile to an existing commission type; however, you should take into account that you can assign 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 Percent(Gross) or Percent (Net) in the Calculation Methods box, enter the appropriate settings, and then click OK.

Note Percent(Gross) means that percentage is calculated from the amount with surcharges, if any, while Percent(Net) means that percentage is calculated from the amount with surcharges and discounts, if any.

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 percentage 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 percentage commissions rule, and then click the Save Profiles button.

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