Usually when you set sales commission formulas, you simply set a percent or amount to grant based on the invoice. However, you can configure more complex pricing formulas.
- Follow steps 1-4 of Add a sales commission formula.
- Details and advanced options appear.
- Click Edit.
- Choose a Load Percent to subtract from the sales commission accounting for any load amounts that were added to the price of the product. If a product had a load percent of 2%, you may want to deduct that 2% from the salesman commission, so the salesman is getting paid based on the cost of goods, not services.
Inversely, you may also add a negative load percent, which pays a salesman receive additional commissions on orders that require less internal work, such as drop shipments.
These load percents are based on the Salesman Commission Cost, as described in Default sales commission settings.
- Under Load Percent, you may choose either Cumulative or Precedence. Cumulative adds the load percentages specified; Precedence enables you to drag and drop the Order Types to determine the order in which the Load Percentages are applied.
- Then for each Order Type, choose Drop Ship, Rebate, Overhead, which represents stock items shipping from your warehouse, and Non Stock.
- In the Deduct $ from G/P box, type the dollar amount to deduct from the gross profit of the sale, before the salesman commission is calculated. This will apply to all formulas that you enter for the selected combination.
For example, if the sale is
1000, your salesman commission factors to
10%, then if you specify
100in the Deduct $ from G/P box, then the salesman's net commission will be
- To bypass any invoice minimums set for the salesperson on Salesman Master: Setup, Commissions tab, select the Bypass Invoice Minimums check box. For more information, see the Configure sales order minimums for a salesperson.
- To set the range of dates when a commission is active, choose an Effective Date and/or an Expiration Date.
If you leave the Effective Date blank, the formula will become effective as soon as you save it to the matrix. If you leave the Expiration Date blank, the formula will not expire unless it is deleted, or an expiration date is added at a later time. These dates apply to individual commission formulas, and not all formulas for the combination.