How To Enter and Manage a Commissions Structure
Info
For more information on the meaning of each field, see the Commission Structure reference.
About the Commissions Structure DocType
Commissions Structure Documents define how commissions are calculated for a Dividers Contract.
Commissions Structure Form
Top Section
Help
A separate Commissions Structure document must be created for each possible Sales Role.
- Applicable Sales Role
-
Select the sales role this Commission Structure defines.
- "Rep": the structure contains the normal rates for a representative.
- "Presenter": the structure contains the rates for a presenter.
- "ISO": the structure contains rates for an ISO.
- "TS Rep All": the structure contains rates for a telesales employee who sold the contract without help.
- "TS Presenter": the structure contains rates for a telesales employee who performed the presentation.
- "TS Appt Setter": the structure contains rates for a telesales employee who made set the appointment for the presentation.
Help
Changes to Commission Structures should be made by duplicating (not cancelling) a Commission Structure and selecting the date the new Commission Structure takes effect.
- Effective Date
- Select the date you would like this Commissions Structure to take effect. This commission structure will apply to any Dividers Contract signed on or after this date.
Top Section 2
- Sales Partner
- Select the Sales Partner associated with this Commissions Structure.
- Contact Person
- (optional) Enter the name of the contact person for this Commissions Structure.
- Sales Person
- (hidden for Applicable Sales Role "ISO") Select the Sales Person that this document defines the Commissions Structure for.
- Commission Structure Notes
- (optional) Enter any notes you want to keep with this Commissions Structure.
Commissions Section
- Base Commission
-
Enter commission rules based on the contract value.
- Minimum
- The minimum commissionable amount before this rule can take effect.
- Commission (%)
- The percentage of the commissionable amount that will be paid as commissions.
Commissions Section 2
Danger
Filters in this field work the same way that filters in DocType lists work. If your filters aren't set up correctly, additional commission rules will be added or ignored inappropriatly. Test your filters by navigating to the list view of the relevant DocType (Dividers Store / Dividers Contract), applying your filters, and verifying the filtered list results are what you expect your rule would apply to.
- Additional Commissions
-
Enter additional commissions that are based on arbitrary criteria.
- Description
- Enter a short word or phrase that describes the commissions rule.
- Required Base Commission (%)
- (optional) Enter the minimum commission percentage that must be earned before this rule takes effect.
Warning
Store Tags are NOT called "Tags".
- Dividers Store Filters
- (optional) Add Dividers Store filters that restrict which Dividers Store Documents this commission rule applies to.
- Dividers Contract Filters
- (optional) Add Dividers Contract filters that restrict which Dividers Contract Documents this commission rule applies to.
- Jinja Expression
- (optional) Jinja expressions are an advanced filter technique that can define a filter based on almost any criteria. However, they require technical skills to implement, and should not be used without a thourough understanding of both Jinja2 how Jinja2 interacts with ERPNext.
- Percent
- (optional, see Fixed Amount) The percent to use when calculating the commissionable amount.
- Fixed Amount
- (optional, see Percent) A fixed commission amount to apply.
Fees Section
- Pre-Commission Limit Fees
-
These fees are subtracted before any commission limits are applied.
- Fixed Lead Fees
- (optional) Enter a fixed amount to subtract from commissions for contracts that contain a lead.
- Lead Fee %
- (optional) Enter a percentage to subtract from commissions for contracts that contain a lead.
- Post-Commission Limit Fees
-
These fees are subtracted after any commission limits are applied.
- Credit Card Fee %
- (optional) Enter a percentage to subtract from commissions when the advertiser uses a credit card to pay.
- ACH Fee %
- (optional) Enter a percentage to subtract from commissions when the advertisers uses ACH to pay.
Fees Section 2
Danger
Filters in this field work the same way that filters in DocType lists work. If your filters aren't set up correctly, additional commission rules will be added or ignored inappropriatly. Test your filters by navigating to the list view of the relevant DocType (Dividers Store / Dividers Contract), applying your filters, and verifying the filtered list results are what you expect your rule would apply to.
- Additional Fees
-
Enter any fees that are based on arbitrary criteria.
- Description
- Enter a short word or phrase that describes the fee rule.
- Required Base Commission (%)
- (optional) Enter the minimum commission percentage that must be earned before this rule takes effect.
Warning
Store Tags are NOT called "Tags".
- Dividers Store Filters
- (optional) Add Dividers Store filters that restrict which Dividers Store Documents this fee rule applies to.
- Dividers Contract Filters
- (optional) Add Dividers Contract filters that restrict which Dividers Contract Documents this fee rule applies to.
- Jinja Expression
- (optional) Jinja expressions are an advanced filter technique that can define a filter based on almost any criteria. However, they require technical skills to implement, and should not be used without a thourough understanding of both Jinja2 how Jinja2 interacts with ERPNext.
- Percent
- (optional, see Fixed Amount) The percent to use when calculating the fee amount.
- Fixed Amount
- (optional, see Percent) A fixed fee to apply.
Commission Limits Section
Danger
Filters in this field work the same way that filters in DocType lists work. If your filters aren't set up correctly, additional commission rules will be added or ignored inappropriatly. Test your filters by navigating to the list view of the relevant DocType (Dividers Store / Dividers Contract), applying your filters, and verifying the filtered list results are what you expect your rule would apply to.
- Max Commission Rules
-
Add commission limits here.
- Description
- Enter a short word or phrase that describes the commission limit rule.
Warning
Store Tags are NOT called "Tags".
- Dividers Store Filters
- (optional) Add Dividers Store filters that restrict which Dividers Store Documents this commission limit rule applies to.
- Dividers Contract Filters
- (optional) Add Dividers Contract filters that restrict which Dividers Contract Documents this commission limit rule applies to.
- Jinja Expression
- (optional) Jinja expressions are an advanced filter technique that can define a filter based on almost any criteria. However, they require technical skills to implement, and should not be used without a thourough understanding of both Jinja2 how Jinja2 interacts with ERPNext.
- Max Commission
- The maximum percentage that can be earned as a commission when this rule applies.
Continuation Section
- Continuation Cap
- The maximum percentage that can be earned during continatuation.
Lifecycle
Commissions Structure Lifecycle
Notice
You can only fix a Commissions Structure that has not been used in a Commissions Breakown Document. If it has been used, you will need to either revise it with a later Effective Date, or delete all associated Commissions Breadkown Documents before amending the document.