Customer Commission Levels

Overview

You can assign commission levels to each customer type.


Topics included in this article

• Creating a Commission Level
• Assigning a Commission Level

Here's how to get there
Expert: Program Menu > Configuration > Customer Configurations > Customer Commission Level
Elite: Gear icon > App Configurations > Customer Configurations > Customer Commission Level


Creating a Commission Level
 

1. To create a new commission level, select the Add button.

2. You will need to enter the amount of commission to be given in the appropriate columns.
 

Note: Marking the box inactive will remove the option to select commission level from the customer record in File Maintenance.

Assigning a Commission Level

To assign a customer a commission level:
 

1. Go the Customer Dashboard.

2. Select your customer. 

3. Select an option from the commission dropdown. This is found under the Account Information tab. 

Related articles

Customer Type
Customer Group
Customer Price Type