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Add Sales Rep Commission Structure

Add Sales Rep Commission Structure

1 – Click into the Inventory Center Inventory Center.

2 – If applicable, click on the Component tab of the Unit you want to access. 

3 – There are two ways to access the Commission Structure setup page:

a) With your mouse, hover over Sales Rep to Financial to Commissions to Structures and click on Add Structure.

b) Click on Structures and then click on Add Structure.  

4 – Beside Sales Rep, select the name of the Sales Rep from the dropdown.

5 – Beside Structure Type, select the Commission Structure from the dropdown. Choose from the following:

  • 50/50 – 50% Commission owed when Contract Status is Firm and 50% owed when Contract Status is Closed. 
  • 100% (Firm) – 100% Commission owed when Contract Status is Firm. 
  • 100% (Closed) – 100% Commission owed when Contract Status is Closed.

6 – Check the box beside Assigned Inventory if Commission applies only when the Sales is assigned to Inventory. If the box is unchecked, Commission will apply to the Sales Rep whenever any Unit within the Project is sold, regardless of whether the Sales Rep is assigned to the Unit or not.

7 – Beside Commission Type, select whether the Commission is to be calculated as a Percentage of the Total Sales Revenue or a Fixed Dollar Amount

8 – Depending on your Commission Type selection, complete the Commission Percent or Commission Fixed field. (The corresponding field for the type you did not select will be greyed out.)

9 – Select the Start Date that Commission is to begin. 

10 – Select an End Date if applicable. Leave blank is commission structure is perpetual.

11 – If a Selling Bonus is applicable, select the Bonus Type

Note: To activate the Selling Bonus for a unit, you will need to click on the Unit, click on the name of the Sales Rep, select Yes beside Selling Bonus.

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12 – Depending on your Bonus Type selection, complete the Selling Bonus Percent or Selling Bonus Fixed field. (The corresponding field for the type you did not select will be greyed out.)

13 – Click Save.

The Sales Rep’s Commission Structure will be added to the Commission Structures list.

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