Brands and Publication Order Split on Company
You can split up commissions for an order based on publication and rep. You can choose which publication or brand should be split and assign the amount of the split to each rep. You can only set up a split for users who are reps on the company. The reps must also have a commission model and plan. You will not be able to create an order for a company that does not have an order split.
You can enable the ability to split commissions for reps. You will find the configuration under the Settings > System Configurations > Organization - Commissions. Set the configuration ‘Apply Rep Order Split By’ to either Brand or Publication.
Important
Once this configuration is enabled, you will be unable to create an order for any company that does not have an order split set up.
The next step is to set up order splits on each company record. You will find the option to split a rep’s commission on the Company Details page.
Click on the edit button in the Rep Order Split Percentage box. In the popup, you will need to select a publication or brand, and rep.
You can add more reps after you enter the first rep. The reps that are available to choose from are all of the reps that are on the company. The reps also must have a commission model and plan.
Once you have all your reps selected, you can choose the order split percentages. The percentages must equal 100%.
When creating an order for the company, you can assign it to any of the company’s reps. The commissions for the order is determined by the order split setup and not the assigned rep.
When you view the commissions for the order, you will see the splits.
Each rep will be paid out based on their commission plan and model.
Updated 07/28/2022