Commissions Overview

Commissions provide a simple, fast, and intuitive way to add a spiff to specific items, encouraging their sales while keeping track of payouts to employees who close the deals. This approach helps motivate sales teams, drive targeted product movement, and reward top performers.

All commission activity can be tracked through the commission item list or commission sales reports available in Control Center, providing clear visibility into both individual and team performance. This helps streamline commission management and supports more effective sales strategy planning.

This article focuses on commission creation, editing, deleting, and managing commission groups.

Reaching "Commissions"

To reach the "Commissions" module:

1. Step 1: Log into Control Center
   
2. Step 2: Choose Point of Sale
   
3. Step 3: Choose Pricebook
   
4. Step 4: Choose Commissions

Figure 0.0 below will help you in understanding the navigation better. 

                                                                                    Figure 0.0

Understanding the "Commissions" Module Layout

Please see the image below, labeled Figure 0.1 for a description of the buttons and fields that appear on the screen.

                                                                                     Figure 0.1

The Commissions home screen displays key details such as the commission name, group, type, filter count, assigned locations, and start date.

Button:

1. Click the “Add New” button highlighted in Figure 0.1 above to add a new commission.
   
2. The form highlighted in Figure 1.0 will appear on your screen. 
   

                                                                            Figure 1.0                      

1. Spiff Flat (a dollar amount): A fixed cash amount is given as commission for each item sold, no matter how much profit is made on it.

2. Percent of Profit: The commission is a percentage of the actual profit made on an item. For example, if you make ₹100 profit on a product and the commission rate is 2%, the commission will be $2.

3. Percent of Price: The commission is calculated as a percentage of the item’s selling price, not based on profit. For instance, if an item sells for $500 and the commission rate is 1%, the commission is $5 — regardless of profit.

                                              Figure 1.1

                                                              Figure 1.2.0

1. All: Select "All" if the created commission is to be implemented in all your business locations.
2. By Locations: You can implement the current commission status at specific locations as per the requirement.
   
3. By Location Group: Apply the commission changes for a group of locations.

1. Click the “Manage” button highlighted in Figure 1.2.1 above to assign, edit, or delete the commission group.
   

1: Filter Location: Use this option to search for a specific result.

2. Pricebook Zone drop-down: Choose a specific or all pricebook zones
3. Active Only: Use this drop-down menu to filter the Manage Locations data by selecting from three options — Active Only, All Locations, Only Deleted — based on the current status of the discount.

4: Results: Here, you see the relevant list of data for the selected tab. 

5: Checkboxes: Select the required products by checking the appropriate checkboxes.

6: Arrow: Click the green Arrow button to move the selected records to the Selected List area. 

                                                                              Figure 1.2.2

1. Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon. 

2: Apply/Close action buttons:

1. Apply: Click the "Apply" button for the selected parameters. The system will navigate you to the Commissions home screen.
2. Close: Click to close the Manage Locations window.
   

                                           Figure 1.2.3 

1.3. Commission Filter

This section allows you to manage which items (products or categories) are included under a specific commission using various filter tools.


                                 Figure 1.3.0

Let's understand in detail how to add item types.
To select "Products" as Item Type, follow the following steps: 


                                                                                     Figure 1.3.1

1. Select "Product" from the Add Item Type Filter drop-down list, then click on "Add Item Type."
   
2. The "Product" item type is now added to the commission filters. Refer to Figure 1.3.2 below.

                                     Figure 1.3.2

1. Click on the "Manage" button to filter products for commission.
   
2. Once clicked, the screen highlighted in Figure 1.3.3 appears.

                                                                               Figure 1.3.3

1. Search: Use this search box for a specific result.
2. All Items: Use this drop-down to filter the Manage Filter screen data based on four parameters: All Items, Child Only, Parent Only, and Standalone Only. 

3. Results: Here, you see the relevant list of data for the selected discount. You can search for a specific commission in the Search bar as well.

4. Checkboxes: Select the required products by checking the appropriate checkboxes.

5. Arrow: Click the green Arrow button to move the selected records to the Selected List area as highlighted in Figure 1.3.3.

6. Delete/Remove: Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon. 

7. Apply: Click the "Apply" button for the selected parameters. The system will navigate you to the home screen. 
8. Print: This button is used to print the list of selected items. Select the export type as PDF, CSV, or Excel and turn the header and title-related toggle ON/OFF as required. Click on the "Start Print" button.

         Figure 1.1.3.4

9. Close: Click to close the Manage Filters window.

Similarly, you can add other item types if required.

Suppose you've added two item types: Products and Category. See Figure 1.1.3.5.

                                              Figure 1.1.3.5

2. Preview All Zones: This button lets you preview the filtered items for commission.

1. Click on Preview All Zones to open up the Viewing All Matched Product screen as displayed in Figure 1.1.3.6. 

                                                                                                Figure 1.1.3.6

1. Select Pricebook Zone: This dropdown contains the list of all the pricebook zones assigned to the commission. Use the checkbox beside each pricebook zone to select one or more pricebook zones. The “All” option allows you to view commissioned prices of All zones. The data is generated depending on the selection. 

2. Print: This button will print the Discount Item report in a PDF format. You can select a maximum of 9 zones for printing.

                                                                              Figure 1.1.3.7

1. For Departments/Brands/Category/Other Item Types:
   

1. If you select a different item type, as shown in Figure 1.1.3.8, the corresponding View button will only display items based on the chosen item type.

                                                                Figure 1.1.3.8

1.  View Button: Clicking this button opens a pop-up displaying Commission Items within Products Item Type.
   

                                                                                      Figure 1.1.3.9

Matched Item Type Table Columns Info and Action Buttons:

1. Name: This column displays the name of the products on which the created discount is set.
   
2. UPC: This column displays the UPC for the added products.
   
3. Item Type: This column displays the item type, i.e., is a Product, Category, Department, Department Group, Manufacturer, Brand, or Tags.
   
4. Price in Zone (Selected Zones): These columns will display the zone-wise price of the item.
   

You can add multiple item types as needed while setting up a commission.

1.4. Action Buttons:

1. Save & Close: Click on this button to “Save” the changes and exit the Commission form. 
   
2. Save & New: Click on this button to “Save” and open up a new commission form. 
   
3. Save: Click on “Save” if you wish to stay on the same commission form. 
4. Cancel: Click on “Cancel” to discard changes made in the commission form.

2. Editing a Commission

1. Click the Edit button highlighted in Figure 0.1 to edit a commission.
   
2. The form highlighted in Figure 2.0 will appear on your screen.
   

                                                                         Figure 2.0

The rest of the fields are described above under Add New Commission.

2.1. Copy Commissions

1. This button helps you copy the commission from the Commission home screen or Edit Commission screen.
2. Enter the new name for the commission.
   
3. The new commission will be created in the commissions list on the home screen.
   

                                                                 Figure 2.1.0

                                                        Figure 2.1.0

1. Click on "Go to the New Commission" to see the copied commission.
   
2. Click on "Close" to close the pop-up message box.

2.2. Printing Commissions

                                                                                     Figure 2.2.1

1. Export Type: Select the export type: PDF, CSV, or Excel. 
2. Include Header: Enable also means it will include the Commission Name as the header of the file on every page. 
   
3. Repeat Headers On Every Page: It will include the header of every page of the report. 
   
4. Print Title On Every Page: If set to Yes, it will include the title of every page of the report.  
   

                                                                             Figure 2.2.2

                    

2.3. Add/View Notes

                                                                           Figure 2.3.1.0

1. Write a note explaining it in under 255 characters.
   
2. Click on "Add" to save the note.

2.3.2. View Notes

1. Follow the steps mentioned below to view the commission note:
   
2. Click on the View Notes button highlighted in Figure 2.3.2.0 above to view commission notes.
   

                                                                               Figure 2.3.2.0

1. The form highlighted in Figure 2.3.2.1 will appear on your screen.
   

                                                                           

                                                                                                                                                                                                                                                                                                                                                                                                                      Figure 2.3.2.1                                                         

3. Deleting the Commission

Follow the steps mentioned below to delete a commission:

1. Click the “Delete” button highlighted in Figure 0.1 to delete a commission.
2. The dialog box highlighted in Figure 3.0 will appear on your screen.
   

                                                    Figure 3.0

1. Click “Yes, Delete” to continue the process of deleting your commission.
2. Click “Cancel” to close the pop-up and skip the deletion process.

4. Managing Commission Groups:

Commissions with similar attributes are grouped as one. 

                                                                                      Figure 4.0                                

2.1 Assign Commissions: This button helps you assign commissions from the list of created commissions to the commission groups. 

2.2 Edit: This button will let you edit/update the commission group name.

2.3 Delete: This button will help you delete the selected commission group.

                                                      Figure 4.1

1. Create: Enter the name and click on the "Create" button to create a new commission group.
   
2. Cancel: Click on this button to cancel all the changes made.