How to create a commission plan?
In this article, you’ll learn how to create a commission plan based on your in-store sales, for each one of your locations. The number of plans you create is up to you based on your brand’s needs, and you can change them at any time.
On the Sales & Commissions page, click on the Commission Plans button, on the top-right corner.
Then, click on the blue + icon on the left side:
The name should be easy to remember, so you can distinguish between the different plans later on (e.g. Summer commissions for junior staff).
The Fixed method allows to calculate a lump sum from each sale or as a set percentage of each sale. it's a straightforward structure, and your store team will know exactly how they are getting paid with each sale.
Your products’ categories appear on the left side. When you select a category, its entire product line is added to the commission plan (to the right side of the table). You can also add specific products instead of the entire category.
A percentage will calculate the commission based on a set percentage from the product’s price.
A Fixed Sum will calculate a flat commission each time the product is sold, based on the employee’s currency. For example, if the employee’s currency is set to $, writing “5” will calculate a $5 commission for every sale of this product. This way you can calculate different commissions based on different locations under the same plan.
When done adding all the products and commission rates, click on Create.
Quick Tip: you can apply the same percentage/fee to an entire category by clicking on the arrows icon
The Steps method allows to apply different commissions based on the sales performance of your staff members.
Important: The "Steps" are based on your store's currency. If your location is selling using $, the 0-1000 step that you see in the image as an example, applies to $0-$1000 as the total sales value.
Once you create the steps and click Next, the products table will appear. Here you'll be able to apply which products will be counted as part of the commission plan:
When done adding all the products and commission rates, click on Create.
Need any help? no worries! reach out to our live chat, we'll be happy to help with anything you need 🙂
Setting up a new commission plan
On the Sales & Commissions page, click on the Commission Plans button, on the top-right corner.
Then, click on the blue + icon on the left side:
Name your plan
The name should be easy to remember, so you can distinguish between the different plans later on (e.g. Summer commissions for junior staff).
Now, it's time to select the calculation method you prefer:
Fixed Commission plan
The Fixed method allows to calculate a lump sum from each sale or as a set percentage of each sale. it's a straightforward structure, and your store team will know exactly how they are getting paid with each sale.
Once selected, the products table will appear. Here you'll be able to apply different commission rates to different products.
Your products’ categories appear on the left side. When you select a category, its entire product line is added to the commission plan (to the right side of the table). You can also add specific products instead of the entire category.
Applying the commission rates to the added products
A percentage will calculate the commission based on a set percentage from the product’s price.
A Fixed Sum will calculate a flat commission each time the product is sold, based on the employee’s currency. For example, if the employee’s currency is set to $, writing “5” will calculate a $5 commission for every sale of this product. This way you can calculate different commissions based on different locations under the same plan.
When done adding all the products and commission rates, click on Create.
Quick Tip: you can apply the same percentage/fee to an entire category by clicking on the arrows icon
Steps Commission plan
The Steps method allows to apply different commissions based on the sales performance of your staff members.
Important: The "Steps" are based on your store's currency. If your location is selling using $, the 0-1000 step that you see in the image as an example, applies to $0-$1000 as the total sales value.
Once you create the steps and click Next, the products table will appear. Here you'll be able to apply which products will be counted as part of the commission plan:
When done adding all the products and commission rates, click on Create.
Need any help? no worries! reach out to our live chat, we'll be happy to help with anything you need 🙂
Updated on: 21/11/2021
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