xTuple Enhanced Commissions Product Guide

As we noticed earlier, commission schedules can be filtered by ship-to address―so for this example we will use a commission schedule that is applied when a shipment goes to an address in Clemmons, NC. This ship-to address belongs to our customer tremendous toys.

According to the commission schedule based on ship-to address "STORE3," the sales rep receives 10% commission on $98.00, making the payable commission $9.80. In the following screenshot, we see the commission schedule where commission at 10% is payable when it is applied, regardless of the discount given to the customer:

Commission Schedule for shipments to Clemmons, NC

Next, we assign this schedule for application when the ship-to address is "STORE3" (Clemmons, NC):

Commission Schedule Assignment for ship-to address

On the sales order in our example, note that we have replaced the default ship-to address with "STORE3" for this order:

Sales Order Header Information

Next, we create a line item for the order, as shown below:

Sales Order Item

After we save the line item, note the entry on the Commissions tab on the sales order:

Commissions entry on Sales Order

As in the previous example we need to execute the following steps before commissions are payable:

Once the steps above are done, we are ready to pay the commission. To make the payment, navigate to the sales rep commissions report via the following path: Sales > Reports > Sales Rep Commissions. Note that the Paid column for the commissions in our example is still flagged as "No":

Sales Rep Commissions payable

Right click on the line and select Pay Commissions for Selected Invoices. The line is now marked as "Yes" in the Paid column.