Commission Overview for Sales Reps
Commission records are automatically created in two scenarios:
1. Upon approval of every Sales record, a Commission record will be automatically generated.
2. Upon approval of a Change Order marked as Commission Eligible, a Commission record will be created.
Salespeople who are listed as the main sales rep or the 2nd sales rep on the related Sale record will have read access to each respective Commission record. This allows them to review the details of their commission calculation once the record is completed and approved.
Once the commission is approved, Payroll records will be generated based on the company's commission payment policy. The due dates on each payroll record will be automatically updated when the respective Due Date event occurs. Once the due date is populated, the payroll record will be prepared for processing based on your company's policy. Employees can monitor the payment of these Payroll records through the associated Commission record or their employee record.
If your company uses the Comm Analysis record to finalize Commission records, you will also have read access to review the details on these Comm Analysis records.
The following video provides an overview on the Commission, Comm Analysis and Payroll records.
(Note - video is in development)
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