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1. Overview

Before you can begin calculating advanced commissions, you must first set up xTuple Enhanced Commissions to reflect your organization's commission structure. These set up activities should be completed by a sales operations manager or dedicated information technology professional. In this chapter we'll cover the steps you must complete to configure xTuple Enhanced Commissions, as well as the new items that become available with configuration. The following steps will be covered in this chapter:

  • Configure users.

  • Activate enhanced commissions.

  • Configure global commissions settings.

  • Configure master information:

    • Sales Reps

    • Sales Rep Groups

    • Commission Schedules

    • Commission Schedule Assignments

  • Configure customers.