Add commissions to a quote based on the sales rep assigned to the quote.
From the Reports & Financials options, select "Commissions."
Add Commission
To add a commission, enter:
Name: Name of the commission
Type: Commission type
No Commission: No commission is added to the quote.
Add Commission: The commission is calculated based on the Total Price of the quote and then added to the quote.
Commission Percentage: The percentage that is used to calculate the commission.
Assign Commission to User
First, navigate to your user list:
Then, edit the user and select the commission that should be used for that user.
Apply Commission to Quote
When a Sales Rep is assigned to a quote, the commission structure that is assigned to the Sales Rep will be applied to the quote.
The commission will be displayed on the line item.
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