Settings: Set Up Commission Plans

Commission plans tell the Commissions report how to pay each role for each category, service or item. You must be a Client Admin to see this page. Open Settings > Commissions > Commission Plans.

Choose a plan in Commission plan (for example CSA or Technician). Its rules are listed with the Category, Detail Type (service or item), Role, Commission Type, the Commission amount, and how many Stores it applies to. Use the search box to find a rule.

Add a rule

1. Choose the plan, then select Add rule. The rule form opens on the right.
2. Choose what the rule applies to (a category, or a specific service or item) and pick it.
3. Choose the Commission type: Fixed Amount (a dollar amount) or Percentage.
4. Enter the Commission rate.
5. Select Save, or Cancel to leave without saving.

Create or delete a plan

• Select New plan, give the plan a Plan name and a Description, and save.
• Select Delete plan to remove the selected plan. You are asked to confirm first, because any saved subscriptions that use the plan are affected.

Then see Payroll: Commission Reports to run the report.

Related articles

• Management Toolbox: Guide for Franchisees and Managers
• Payroll: Commission Reports
• Management Toolbox: Features and Store Groups Explained