Configuration of plans
To get started, click the Product menu item in the left-hand navigation, then under the Products sub-menu click Commission Plans.
This takes you to the Commission Plans listing screen.
Create a new plan
To create a new plan, click the Create button at the top-right of the screen.
General
Enter the Name of the commission plan and then select what the Commission Type will be.
If the type is Based on Sell Price, commission will be based solely on the sell price of invoiced charges.
If the type is Based on Profit, commission will be based on profits of invoiced charge. This is worked out by substracting Cost from the Sell Price of a charge.
Products
This is where you're able to add chargable items to your commission plan, using the Add Product, Add Destination and Add Destination Group buttons respectively.
You'll be able to set individual item bands on the Edit screen.
Commission
This is where you can establish your plan commission bands. These will apply to your selected items from the previous step.
Last Step
When you're satisfied with what you've entered, you can click the Create plan button to create the plan and return to the listings screen.
Alternatively, you can click Create plan & edit to create the plan and immediately head to the edit screen.
The Edit screen allows a more granular configuration by letting you apply item-specific bands which override the plan commission bands.
INFO
Applying one or more custom bands to a plan item will override the bands specified in the commission plan in its entirety.
Commission examples
Below are a few examples of how to utilise the commission plan bands in order to achieve different aims.
Flat-rate commission
A very simple approach to creating a commission structure, whether based on sell price or profit, is to simply give a fixed percentage on any invoiced quantities. The below shows an example on how to return 5% commission on any invoiced amounts:
| Volume Threshold | Commission | Type |
|---|---|---|
| 0.00 | 5.00 | Percentage |
If £1,000 is invoiced, the commission based on sell price would look something like this:
| From | To | Rate | Commission |
|---|---|---|---|
| 0.00 | 1000.00 | 5% | 50.00 |
| Total | 50.00 |
Tiered decrease in commission
As the volume of sales increases you may want to reduce the percentage of commission returned. The below example returns a 5% commission up to £1,000, thereafter dropping to 4% up to £5,000, and finally dropping to 3% for anything after that.
| Volume Threshold | Commission | Type |
|---|---|---|
| 0.00 | 5.00 | Percentage |
| 1000.00 | 4.00 | Percentage |
| 5000.00 | 3.00 | Percentage |
If £10,000 is invoiced, the commission based on sell price would look something like this:
| From | To | Rate | Commission |
|---|---|---|---|
| 0.00 | 1000.00 | 5% | 50.00 |
| 1000.00 | 5000.00 | 4% | 160.00 |
| 5000.00 | 10000.00 | 3% | 150.00 |
| Total | 360.00 |
Minimum spend
If you want to encourage a partner to refer you a large amount of business, you might set some minimum spend thresholds where only an invoiced amount over a certain figure incurs commission. The below example returns 2% commission on any spend over £500.
| Volume Threshold | Commission | Type |
|---|---|---|
| 0.00 | 0.00 | Percentage |
| 500.00 | 2.00 | Percentage |
If £1,000 is invoiced, the commission based on sell price would look something like this:
| From | To | Rate | Commission |
|---|---|---|---|
| 0.00 | 500.00 | 0% | 0.00 |
| 500.00 | 1000.00 | 2% | 10.00 |
| Total | 10.00 |