Commissions can calculate commissions on a customized sliding scale or a flat percentage. Commissions are set up in Settings > Module Settings > Commissions
For each User, you can choose a commission template (defined in Module Settings). Choosing a template will fill in the initial commission options which you can use as-is. Or, if modifications are needed, you can change any of the available fields.
Alternately, you can manually enter commissions directly here on this screen, adjusting:
- Gross Flat Percent – calculated by taking a set percentage of the gross sale on an invoice or sales order. Enter the percentage amount in the Percentage field.
- Profit Flat Percent – calculated against the profit of the invoice or sales order. Enter the percentage amount in the Percentage field.
- Margin – Tiered Percent – calculated based on a sliding scale of the margin.
Separate Parts & Labor
Checking this box allows you to define different commission structures for Parts and Labor.
- Here you can enter the percentage of commission as calculated by the Type above.
- If you have chosen the Margin – Tiered Percent commission type, this field turns into a grid where you define the range of margin and what the percentage of commission is for each range.
- Note: You must cover the entire range from 0 – 100% for this feature to function properly.
The legacy commissions are the original commission mechanism developed for iPoint. These have since been upgraded to the new Commissions as described above. But we keep the legacy instructions here because many iPoint Community members still use this method of calculating commissions.
- Base Salary – Define the base salary for the employee (this is informational only and not used in any calculations throughout iPoint)
- Pay Frequency – Define how often the employee is paid (this is informational only and not used in any calculations throughout iPoint). Choose from Weekly and Biweekly.
- Parts Commission Rate – Enter the percentage of parts that is paid in commission.
- Parts Commission on Profit or Sales – using the percentage above, define if the calculation is based on the entire Sale of the part or just the Profit
- Labor Commission Rate – Enter the percentage of labor that is paid in commission.
- Labor Commission on Profit or Sales – using the percentage above, define if the labor calculation is based on the entire Sale of the part or just the Profit