Setting Up Fixed Commission
Fixed commission is calculated directly on each qualifying invoice without using tiers or interpolation between values — you define the commission rate for each line item range as either a percentage or a fixed amount.
Steps to Set Up Fixed Commission
- From the “Add Commission Rule” screen, in the “Rule Information” section, select the rule type “Fixed Commission.”
- The “Applies to the Following Items” table appears. Fill in each line with:
- Item Type: Choose from the available options:
- “Item” to select specific products.
- “Category” to select entire categories.
- “All Products” to assign all products to the commission rule.
- Elements: Select the required products or categories. This field is disabled when “All Products” is selected.
- Commission: Enter the commission value and select its type from the adjacent dropdown: “Percentage %” or “Fixed Amount.”
- Item Type: Choose from the available options:
- To add another range with a different commission rate, click “Add.” To delete any line, click the trash icon.
- Complete the remaining sections of the rule then click “Save.”
How the System Works
- Each line is applied independently — the system calculates the commission for each line then sums the results.
- Percentage: Commission = qualifying items value × percentage. Example: commission is 20% and the employee has qualifying items totaling 5,000 → commission = 5,000 × 20% = 1,000.
- Fixed Amount: The value is applied per qualifying item. Example: commission is 50 per qualifying “Laptop” item, and the employee has two invoices — one containing a “Laptop” and a “Mouse” and another containing a “Keyboard.” The only qualifying item is the “Laptop” → commission = 1 × 50 = 50.
- When specific items are selected, commission is calculated on the qualifying items from the invoice only. Example: commission is 15% on “Laptop,” and the invoice contains a “Laptop” (1,000) and a “Mouse” (50) → commission = 1,000 × 15% = 150.
- The target defined in the “Target Information” section is used for tracking and reporting purposes only and does not affect fixed commission calculation.
- Fixed commission appears in sales commission records at its actual value at the individual invoice level.
Validation Rules
- At least one item line is required, otherwise the message appears: “At least one item line is required.”
- The commission percentage must be between 0.01 and 100, otherwise the message appears: “Commission percentage must be between 0.01 and 100.”
- The fixed amount must be greater than zero, otherwise the message appears: “Commission value must be greater than zero.”
- The same line cannot be added twice, otherwise the message appears: “The same target cannot be added twice.”