How do I create a fixed commission plan?
Creating a Fixed Commission Plan
A Fixed commission plan allows you to calculate either a flat commission or a set percentage from each sale.
For example, you can set a $2 flat commission or a 2% commission on specific products.
The fixed commission plan has a straightforward structure and makes it easy to track expected commission values 📊
➡️ Go to the Sales and Commissions page.
➡️ Click on the Commission Plans button.
➡️ Сlick on the Create Plan button and choose Fixed Commission from the plan type selector.
➡️ In the commission configuration screen, choose a Name for your commission plan.
➡️ Select which products will be eligible for this commission plan.
Your products’ categories appear on the left side. When you select a category, click the checkbox on the top of the table to add the entire product line to the commission plan.
➡️ Apply commission rates for each product or set of products.
Quick Tip: To apply the same percentage/fee to all products at once, select all relevant products, type the commission on the bottom field and press Apply to Selected Products.
Note that a percentage commission is calculated from the product’s net selling price.
In some cases, the commissions screen shows USD '$' near the commission selector, however the commission will always be calculated in your store's default currency.
➡️ Choose the staff members that are eligible for this commission plan on the right side. Learn about assigning commission plans to staff.
Staff members can have multiple commission plans applied to them, so feel free to mix and match.
➡️ Choose more configuration options for the commission plan:
Calculate commission value after applying discounts: When selected, commission percentages will be based on the product price after discounts.
Include POS Custom Orders with the following commission: Select a default percentage commission to apply when creating Custom Orders in Shopify POS. This is relevant when creating orders for items that are not part of your standard inventory and do not appear in the product picker above.
Automatically add new products to this commission plan with the following commission: When selected, new products added to Shopify will get this commission percentage. Otherwise, you'll have to manually configure a commission rate in this window for every new product.
Limit commission to time frame: Schedule this commission plan to start and stop on specific dates. Relevant for time-limited incentives, special holiday commission plans and more!
➡️ Click Save and you're ready to go.
Make sure all your staff members are assigned a commission plan for accurate compensation. If you're unsure how to do this, refer to our article: "How do I assign commission plans to staff members?"
If you have questions or need help setting up, don't hesitate to reach out. You can find the chat bubble in the bottom right corner ❤️
Updated on: 25/11/2024