Setting Up Commissions

You can set up commissions calculations for team members, line item codes, referral companies, and rate cards. After you enable the commissions functionality, aACE will automatically calculate the commissions.

Enabling Commissions Preferences

Commissions are applied to an order when the order is opened. After you enable commissions, they are automatically calculated for new orders. However, these settings are not automatically applied retroactively. To calculate commissions for existing orders, you must manually update or reset the commissions.

  1. Navigate to Menu > Accounting > Preferences  > Data Entry > Commissions.
  2. Mark the flag to Enable Commissions.
  3. Navigate to Menu > System Admin > Preferences > Automation Schedules > Update Commissions.
  4. Mark the flag for the Update Commissions schedule script. You can also customize the timing when the schedule runs.

Setting Up Team Members Commissions

  1. Navigate to Menu > Internal > Team Members.
  2. Locate the desired user, and at the detail view, click the Human Resources tab.
  3. Click Edit, and in the Compensation Setup section, enter the Commission Type and Comm %.
  4. Click Save.

Note: While sales reps and account managers are both Team Members, aACE provides more flexible commissions calculations for sales reps and more streamlined calculations for account managers. (Read more about understanding commission structures.)

Setting Up Line Item Codes Commissions

Specific sales items can be assigned their own commission rates. The rate for a line item code (LIC) takes priority over default team member commissions, making it easy to incentivize sales for certain products.

  1. Navigate to Menu > Order Setup > Line Item Codes
  2. Locate the desired user.
  3. At the detail view, in the General Info section, enter the Comm Type and Comm Value.
  4. Enter optional settings, if needed:
    • Volume Commissions (VCS)
    • Exclude from Commissions — Mark this flag to prevent any and all commissions from being calculated for this LIC. 
  5. Click Save.

Setting Up Referral Companies Commissions

This rate is applied to all orders where the company is assigned as the Referral Company:

  1. Navigate to Menu > CRM & Sales > Companies.
  2. Locate the desired company.
  3. At the details view, click the Customer Details tab.
  4. Click Edit, and in the Billing Setup section, enter the Ref Comm Type and Ref Comm Pct.
  5. Click Save.

Setting Up Rate Cards Commissions

You can apply commission schemes for specific customers or orders using the Rate Cards module. These commission settings override other commission rates (e.g. from team members or line item codes). There are two ways to specify commissions on a rate card:

  • One default rate applied to multiple line item codes
  • Multiple, specific rates for individual line item codes

Set the Default Commission Rate

  1. Navigate to Menu > Order Setup > Rate Cards.
  2. Locate the desired rate card.
  3. At the details view, click Edit, and in the General Info section, enter the Comm Type and Comm Value.
  4. Click Save.

Set Specific Commission Rates for Specific Line Item Codes

  1. Locate the desired rate card.
  2. In the Rate Card Items list, locate the desired line item code and, next to the Comm Type field, clear the flag for Default.
  3. Specify enter the Comm Type and Comm Value.
  4. Click Save.