Articles on: Sales & Commissions

How do I edit a commission plan?

Editing a commission plan

➡️ Go to the Commissions screen and click on the Commission Plans button.

➡️ Click on the commission plan you want to edit.

➡️ Make the necessary changes.

You have the flexibility to add or remove specific products, include or exclude staff members, adjust commission rates for products, tailor the commission plan schedule, and much more.

➡️ Click the Save button. New sales will be attributed using your new configuration.

Changes to Fixed commission plan will only affect future sales. Changes to Sales Goals type commission plans will affect both future and past sales. If you need to make changes to past sales and commissions, our support team is ready to help.

Read more about the different configuration options at How do I create a fixed commission plan? or How do I create a steps commission plan?. See How to attribute a sale to a staff member? to learn more about the attribution process and ensure it's working correctly.

🎁 Limited time offer: Schedule a free call with our onboarding manager and let us create a custom commission plan for you!

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: 24/03/2024

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