Commission

Commission Overrides

2min

Customer Commission Overrides

In the Customer Details page, there is a section for Commission Overrides. This is often used when a customer works with a rep directly and commission should be directed specifically to that rep. There are two types of commission overrides you can assign to customers:

Fixed Percentage

A Fixed Percentage override is where you are able to set commission rates and levels for specific sales reps within each category. Setting a fixed percentage commission override on a customer will replace the commission coming from the alignment.

Dynamic Link

A Dynamic Link is where you can assign a customer who lives under one rep's hierarchy to another's. With this strategy, commission percentages must be adjusted on the category level and will not replace the commission percentage coming from an alignment.

Rep Commission Overrides

In the Rep Details page, there is a section for Commission Overrides. For an individual Rep, there are sections for each category showing the commisison levels that are set for them at each level of the alignment hierachy within that category. Clicking on Set Override will allow you to customize the commission settings for them at the respective category and alignment hierarchy level.

If no overrides are set, this page will show the default commission levels for the rep. By setting an override you extend the settings made by the alignment. This is useful for special deals made with reps that should get different commissions on specific categories.