Commission rates for employees are set on a customer level. To add/change an employee's commission rates, you would need to bulk action the default commission contact and percentage on each of their customers.

To Add/Change an Employee Commission Rate

Step      Action

  1.        Select {CRM}. The page should open on the Customers tab.

  2.        Use Assigned search filters to identify customers assigned to your employee, if applicable, and {Search}. 

  3.        Check boxes on left-hand side of Customer Name to select one or more customers to action.

  4.        Select {Bulk Actions}. The Bulk Actions modal will open. 

  5.        Select a Commission Contact from the drop-down and add a value for Commission %.

  6.        Select {Save}. A pop-up will confirm customers updated successfully.

The employee will be added as the Customer's default Commission Contact.  Whenever an order is placed for this customer, the Commission Contact will be added to any order items.

For more information, see Accounting - Commission.