How to set up a commission plan [Video]

In this training video, you can learn how to set up a commission plan for sales, survey and fitting personnel. This includes how to add commission on extra items

In Brief

  • Within a Contract open the Commissions tab and click on the View Plan button

  • Here you can create your commission plan, with different commission rates for different discounts offered

  • Within the Commission Extras tab, add in extra items that would earn commission along with an amount

  • Back within the commission tab, click a Create button to add a new commission line

  • Click the Add button to add a new line for any extras to include

  • You can put a hold on any commission payments by ticking the Hold checkbox

  • To produce a commission statement, click Reports, select Commission Statement, and click Print