Skip to main content

Back Office Commissions in Retail Solution

September 17, 2024

Description

How to add a commission plan and assign a commission to single or multiple items

What's in this article?

Commission rates are the percentage of sales or a fixed amount that you pay as a compensation to your sales associates based on the amount of sales they generate. Example: If the commission rate is 8 percent and the total sale your sales associate generate is $12,000, then the commission is calculated as: 12000 * .08= $960.

You can create new commission plans or use existing commission plans and assign them to items. You can also track and view the commission plans used by a sales associate, total commission allotted for a sales associate, and so on.  


To add a commission plan to an item
  1. In the Back Office, select the Inventory tab.
  2. Select the Categories & Items subtab.
  3. Choose a Category.

    retail solution category selection
  4. Click Add Item.

    Add an item button
  5. To use an existing commission type, in the Extended Setup dialog, under the Pricing, Cost, and Taxes group bar, select a commission type from the Commission dropdown list or select Add New to create a new commission type.

    commission dropdown options
    Add a new commission type
    1. To create a new commission type, in the Extended Setup dialog, under the Pricing, Cost, and Taxes group bar, select Add New from the Commission dropdown list.

      add commission plan
    2. Enter a Commission Name.
    3. Select whether the Commission Rate is an fixed dollar Amount or a Percentage of the total from the dropdown list, the enter the Amount of the commission. 

      select commission rate
    4. Select Effective Dates for the commission plan.

      set commission effective dates
    5. Click Save Changes to add the commission plan to an item.
  6. Continue to create an extended item.
  7. Click Save to add the new item with commission plan.
To add a commission plan to multiple items
  1. In the Back Office, select the Inventory tab.
  2. Select the Categories & Items subtab.
  3. Click Edit Multiple Items. 

    edit multiple items button
  4. Select the desired Category from the dropdown list. The list of items in the category appears or search for the desired item to assign a commission plan.

    select a category of items
  5. Select the checkbox for desired items from the list, then choose a Commission from the dropdown list on the right.

    choose the items to update and select a commission to apply
  6. Click Save Changes. The Update Multiple Items screen appears.

    confirm the change
  7. Click OK to confirm the changes.
Did you find this article helpful?