Set up Commission Types (Table Editor)

Create and edit commission types assigned to employees for new hires.

 

Create a new Commission Type

This will show up on the Job's record > Commission Allocation widget

  1. Click on Account & Settings
  2. Click on Table Editor

    Account Settings - Table Editor.gif

  3. Click on Commission Types tile
  4. Add a document name to the New Item field
  5. Click on the Add button
  6. Click on the Close button

Commission Types - Add New - Save.gif

 

Example of a new Commission Type

This will show up on the Job's record > Commission Allocation widget

  1. Go to a Job's record
  2. Click on the Commission Allocation widget
  3. Select a User from the drop down
  4. Select a Commission Type
  5. Enter a numeric value in the Percentage field


Job - Commission Allocation - Add.gif

 

 

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