Setting up Commission Tracking for Sales Reps

Follow these steps to enable and track sales commissions for your representatives within Quipli:

Step 1: Enable Sales Commissions

1. Navigate to Settings: In the main menu, click on Settings.
2. Access General Settings: Select General Settings
3. Access Options: Select Options tab
4. Locate Admin Order Section: Scroll down to the Admin Order Section.
5. Toggle Commission Setting: Find the field labeled "Enable commission for sales representatives" and toggle it to Yes.

Step 2: Set Commission Rate

1. Enter Commission Percentage: In the Commission Rate field, input the percentage you wish to assign to all sales representatives. This will serve as the global rate.

Step 3: Assign Sales Representatives to Orders

Note: Sales Representatives must be set up as Admin Users. For more info on how to create Admin Users, click this link: How to Add an Admin User

1. Create an Order: When you're ready to create a new order, ensure you select the appropriate sales representative (admin user) from the provided options.

Step 4: View Sales Commission Reports

1. Navigate to Reports: Go to Reports in the main menu.
2. Select Sales Commission: Click on Sales Commission to view the commissions for each sales representative for the selected month.

Step 5: Analyze Commission Breakdown

1. Select a Sales Representative: Click on the name of the sales representative to view their commission details.
2. View Commission Breakdown: A dropdown will appear showing different GL accounts that contribute to the total sales commission. Here, you can see:
   • Different commission percentages
   • Payout for each GL account

3. Review Invoices: To see the associated invoices, click on "View Invoices" within the dropdown.

By following these steps, you can efficiently set up and manage sales commission tracking for your team in Quipli. If you have any further questions, feel free to reach out to our help desk!