Splitting Commissions

You can split the commission between sales representatives working with one customer account. For example, one of your outside salespeople and one of your inside salespeople share in a commission. The outside sales person who is the on-site contact receives 80 percent of the commission and the inside salesperson receives 20 percent. Use split commission percentage to divide the commission between the two.

To split a commission:

  1. From the Files menu, select Customer to display the Customer Maintenance screen.

  2. In the Customer/New field, enter a customer ID to display the customer record.

  3. Use the Add'l Info hot key, then use the Split Commission % hot key.

  4. At the prompt, enter one of the following to display the Salesperson Split Commission Percentage screen.

The Salesperson Split Commission Percentage screen displays for the selected type and any split commissions in effect.

If split commissions have not been assigned, the Salesperson Split Commission Percentage screen displays with the salesperson's ID and the percentage set to 100.

  1. In the Branch field, enter the branch for which the split commission applies.

  1. In the CommGrp field, enter the commission group to which the salesperson at the branch belongs. If left blank, all commission groups are assigned to the salesperson at the branch.

Note: DLFT is a valid commission group for this field. The system uses the default commission group when a product is not assigned to a commission group.

  1. In the Salesperson column, enter the names of the salespeople assigned to the commission group at the branch.

The system populates this column with the default inside or outside salesperson set in Customer Maintenance.

Note: The system uses the following hierarchy when determining split commissions for salespeople:

  1. Commission Split on the Ship-To

  2. Default Outside Salesperson on the Ship-To

  3. Commission Split on the Bill-To

  4. Default Outside Salesperson on the Bill-To

  1. In the Percentage column, enter the percentage of the commission each salesperson receives. The percentage total must equal 100 and can have up to two decimal places.

  2. Press Esc to save the information and return to the previous screen.

See Also:

Changing the Sales Commissions Earned