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This article will cover how to create User Commissions.
Setup
Navigate to Setup → Users → Commissions, New
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GIF Displays Setup-Users-Commissions Navigation
Commission Rate Section
Enter data into the following fields. Fields with an * are required to be completed.
Fields | Description |
---|---|
Label* | The recommended approach is to name the label after a rate you have established: Ex: " User Commission <10K". |
Identifier* | This is usually the same name as the Label or you could enter "UNDER_10K" for example. |
Description | You can use this box to describe the User Commission |
Commission Type* | Dropdown Options:
|
Custom Hook | Optional Field |
Label- Ex: " User Commission <10K".
Identifier- Ex: " User Commission <10K".
Description- Ex: "Under 10k user commission"
Commission Type-Select User
Press Apply before adding Commission Rate Logic.
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Image Displays Steps 1-5
Commission Rate Logic Section
Select New
Enter a Label Ex: <30 Days
Enter an age range Ex: 0-30 Days
Go to the Commission Rates section and enter % Ex: 10% Principal
Save
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Image Displays Steps 1-5
Example User Commission
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Image Displays Example User Commission <10K