Overview
Programs are managed under Commission > Programs. A Program defines a commission rule that applies to a set of products, linked to one or more Sales Teams.
On this page, you can:
Add a new program
Edit an existing program
Archive a program
Adding Products to a Program
From the programs list, select a program's name to open its Program Details page. From there, you can add or remove specific products to the program.
Archiving Programs
You can archive programs that are no longer needed. A program must be unlinked from any Sales Team before it can be archived.
To archive a program, open the Programs page and select Edit next to the program. In the edit modal, select Archive.... A confirmation prompt will list the side effects:
The program will no longer appear in the programs list
It will only be visible when filtering by archived programs
All linked products will be unlinked
Commissions will no longer be generated
Existing commissions will remain editable
If you're sure, select Archive Program to confirm.
Linking a Program to a Sales Team
To link a program to a Sales Team, open the program's Program Details page and select Link Sales Team from the left sidebar under Management.
First, choose a Commission Strategy:
Percentage Commission
Customer Group Percentage Commission
Base Price Commission
The strategy determines how commission splits are configured. Each strategy presents its own configuration UI.
Then choose the Sales Team to link the program to and select Link Sales Team to confirm.
Viewing Archived Programs
To view archived programs, open the Programs page and select the filter button to the left of the Add Program button, then select Show Archived Programs.
To unarchive a program, select Edit next to the program and select Unarchive....