Commission Settings

Customer > Point of Sale > Settings > Commission Settings
Customer > Settings > Point of Sale Settings > Commission Settings
System Administration > Get Started - Enter Your Information > Get Started Step 8 - Sales > Commission Settings
System Administration > System Settings > Customer System Settings > Sales and Service System Settings > Commission Settings

Use this routine to specify the method by which to calculate commissions. You can assign special commission rates or dollars to selected products and customers/salespeople. If you set the Calculation Method field to Customer Matrix or Salesperson Matrix in the Point of Sale Control Settings, you can use this file to create the matrices.

A matrix code can be alphanumeric, and you can create up to 1296 different matrices. The system reviews each line item on a sales transaction to determine the correct commission percent. You can specify only one commission category for each customer/salesperson and product.

When entering a sales order, the program joins the customer or salesperson commission category code with the product commission category code (separately for each product ordered) to form a matrix code and searches for a commission matrix record in this file with that ID. If one exists, the system calculates commissions earned on the settings in that Commission Matrix record. Click here for a detailed example of how commissions calculate on an order.

To change commission for a specific order while in the order process or after the order is complete, visit the Salesperson FAQs.

When the Calculation Method is set to Customer Matrix or Gross Profit, the Tiered Gross Profit Table must be empty.

When the Calculation Method is set to Salesperson Matrix, the Commission Calculation Method cannot be set to ‘is an Amount $’ and the Commission Rate must be empty.

If you need to change the calculation method to be used, you must make the change in your Point of Sale Control Settings before you can establish Commission Settings based on the new calculation method. To ensure commission information is added to order item records correctly, the updates must occur during off hours when other users are not on the system.

Matrix Configuration

Commission Categories

Click the Search button to access the Commission Settings Lookup screen, where you can view existing commission matrix settings and select an existing commission matrix to maintain.

The label for this field is dynamic. It displays Customer or Salesperson, depending on the Calculation Method field on the Pricing and Commissions tab of your Point of Sale Control Settings. If your calculation method is set to Customer Matrix (single rate option), enter the customer commission category code to establish a commission matrix for this customer category and product category. If your calculation method is set to Salesperson Matrix (variable rate option), enter the salesperson commission category code here and at the Category field in Salesperson Settings to establish a commission matrix for this salesperson category and product category.

If you selected a commission matrix to edit from the Commission Settings Lookup grid, the customer/salesperson commission category displays here. You can then change the settings for this matrix.

Indicate the product commission category code for this commission matrix. If you selected a commission matrix to edit from the Commission Settings Lookup grid, the product commission category displays here. You can then change the settings for this matrix.

Commission Calculation

Specify a calculation code. You have the following options:

% x Sell Price $ - the commission equals the commission percent (from the Commission Source specified) multiplied by the selling price.
% x Gross Profit $ - the commission equals the commission percent (from the Commission Source specified) multiplied by the gross margin dollars.
is an Amount $ - the commission percent (from the Commission Source of Matrix) is assumed to be a fixed dollar amount and is used as the commission paid. This option is not available when the calculation method is set to Salesperson Matrix.

Specify a commission source. When establishing a customer matrix, you have the following options. When establishing a salesperson matrix, only the Matrix option can be selected.

Customer - use the commission percent from the Customer file
Salesperson - use the commission percent from the Salesperson file
Product - use the commission percent from the Product file
Matrix - use the Commission Rate in this Commission Matrix record

Tiered Gross Profit Table

Use the following fields to create a variable rate table that applies variable commission rates based on the gross margin percentage earned for a line item. This table is used only when you have selected the variable commission rate option (Calculation Method = Salesperson Matrix in Point of Sale Control Settings).

Enter the minimum percentage that is to be used with the corresponding commission percentage. This field accepts 2 decimals. This gross profit percent is based on the selling price and the cost of an item on a sales order.

Enter the commission percentage to use when gross profit falls between the minimum and "to" gross profit %. This field accepts 2 decimals. Click the Add button to update the grid.

Custom Settings - This option is only active if STORIS has programmed custom settings for your company. Use this option to define custom commission information.

As you add percentages to the grid, the table displays in descending gross profit percentage order. The grid displays Min Gross Profit %, To Gross Profit %, and Commission %. To remove a line from the grid, click the button on that line.