Creating an Employee Commission Plan
Commission plans are made up of individual commission schedules. When you assign a commission plan to a sales rep, NetSuite applies all commission schedules to determine the commission earned by the sales rep.
For example, Wolfe Electronics creates a commission plan called Standard Quota Commission that includes the following commission schedules:
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a commission schedule based on percentage of quota fulfilled
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a commission schedule based on the number of service plans sold during the period
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a commission schedule based on the number of sales to new customers
To create a commission plan:
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Go to Lists > Commissions > Employee Plans > New (Administrator).
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In the Name field, enter a name for this plan.
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Enter a description of this plan.
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On the Add Schedules to Plan subtab, select a schedule to include in this plan in the Schedule column.
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Click Add.
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Repeat these steps for each commission schedule you want to include in this plan.
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Click the Assign Plan to Sales Rep subtab.
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In the Sales Rep column, select the sales reps to assign to this plan.
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In the From column, enter or pick the date this plan takes effect.
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In the To column, enter or pick the last date you want this plan to generate commission.
Important:Best practice is to set the plan's end date no more than 18 months from its start date.
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Click Add.
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Repeat these steps for each sales rep you want to assign to this plan.
Important:For optimal performance, you should not exceed 50 employees on an employee commission plan.
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Click Save.
You can change the plan and the commission schedules included on the plan at any time. When you make changes to a commission plan, NetSuite recalculates commission based on the updated plan. See Recalculating Commission.
If you pay commissions using SuitePeople U.S. Payroll, you must add a commission earning item to each sales rep's employee record. See Setting Up an Employee for Commission Payments.