How to Add and Configure Commissions for Team Members in Numerik
Setting up commissions for your team members in Numerik is simple and customizable. Follow these steps to create, configure, and assign commissions effectively.
Step 1: Access the Commissions Page
Navigate to the sidebar menu and click on the settings cog.
Select Commissions from the options.
Step 2: Decide on the Commission Type
Check if there is an existing commission setup you’d like to replicate for another user or if you need to create a new commission.
To replicate, locate the commission and proceed to clone it.
For a new commission, proceed to set up one from scratch.
Step 3: Cloning an Existing Commission
Locate the desired commission setup.
Click on the 'Clone' icon at the top-right of the commission page.
Assign the cloned commission to the target user or group.
Step 4: Creating a New Commission Setup
Click Create New to open a blank commission form.
Select a Commission Type from the dropdown menu (e.g., Target Percentage, Fixed Revenue, Gross Profit Percentage).
This determines how the commission will be calculated.
Step 5: Setting Up Commission Levels
You can create one or multiple commission levels based on your business needs:
Single-Level Commission
If a single level suffices, click on add a level and set up the details for that level in the form provided.
Multi-Level Commission
For multiple levels, choose between:
Compounding Levels: Each level builds on the previous one.
Override Levels: Each level replaces the previous one.
Fill in the required information for each level, including:
Target Threshold (%) and GP Threshold (%): Define the performance targets.
Reward Type (e.g., Dollars, Percentage) and Reward Amount ($): Specify how the reward will be calculated and distributed.
Reward Title and Description: Add meaningful labels for clarity.
Level Image: Optionally, upload an image to represent the level visually.
Step 6: Save and Finalize
Once all levels and details are configured, click Save to finalize the commission setup.
You can now clone this setup to assign it to other users or targets as needed.
By following these steps, you can efficiently manage commission setups for your team members. Whether it’s cloning existing configurations or creating new ones, Numerik offers flexibility to suit your organization’s requirements.