Managing Sales Commissions
Commission rules are used for calculating and disbursing commissions to sales representatives based on specific criteria. Once you've established your commission rules, the next step is running them to generate commission reports. In this article, we'll explore the process of setting up and running commission rules to effectively manage sales commissions.
Setting Up Commission Rules
To get started with sales commissions, you will begin by creating the commission rules. These rules determine when and how commissions are earned. You can learn more about creating commission rules in Create Commission Rules.
Running Commissions
Once you have set up the commission rules, you will then proceed to generate the commission reports based on those rules in a date window.
To run a commission, choose a start date and end date range for the report. Once the date has been set, provide a name for the report, choose the report criteria, and the commission rule you want to run. Then, click on "Run Commissions" to generate the report.
Review Commission Reports
After running the commissions, you can review the generated report to see how much commission has been earned by your sales representatives.
In the commission report centre, you will find all the generated reports. You can open these reports to check the commission earned by the reps.
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