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“Commissions” is one of the main “Centers” which you can see at the top of your screen. Since these “Centers” are controlled by permissions, you may not be able to see this particular “Center” from all profiles. If you are missing one of these options, please contact your office administrator.
No matter your industry, scale of operations, or operational intricacies, Smart Service Cloud can provide you with an individualized commission workflow based on your specific needs. Contact us to learn more.
Before we explore the Commissions Center, we will need to create "Commission Types" and attach those types to the appropriate employees.
Commission Types are created by going to the Administration Center and selecting "Commission Types". Click on the "plus symbol" on the bottom right to create a new one.
When creating a new Commission Type, all fields are required. Give the new Commission Type a name. You can choose a percentage, an amount, or both.
Now that you have created some Commission Types, you can attach them to an employee by going to the Human Resources Center then selecting "Employees".
Click on the employee's profile then select the "Commissions" tab near the top of your screen. Find the "NEW" button and select the appropriate Types from the list. Be sure to hit save.
Now that you have applied Commission Types to the employee, you will want to determine which Commission records this employee has access to.
From the employee's profile, click on the "Security and Roles" Tab near the top of the screen and then click on "edit" at the bottom of your screen.
If this employee is an Office Administrator, for example, you might want to give them access to ALL Commission records by selecting "Commissions".
If this employee is a Sales Manager who manages a specific team, you could select "My Teams Commissions.
If this employee is a Sales Representative, you would probably select "My Commissions".
Now that we have created Commission Types and attached those types to specific employees, you can manage Commissions by going to The Commissions Center that you can find at the top or bottom of your screen.
To make changes, click on "edit" at the bottom of your screen. You can change the status of the record, add notes and make any other necessary changes.
You can review each Commission record by clicking on it. You can see the entire history including the appointments, quotes, work orders, invoices and payments. Click on the arrow next to each of them to view the details.
To make changes, click on "edit" at the bottom of your screen. You can change the status of the record, add notes and make any other necessary changes.