How to Set Up a Fixed Rate Commission

In this article, we'll cover how you can set up a fixed rate commission for your products, services, packages, and gift vouchers.

The Commissions feature in Pabau allows you to accurately calculate and allocate commissions to staff members based on the items they sell. This flexible feature enables you to set up different types of commission structures and customize how commissions are awarded.

Commissions motivate staff to sell more by directly rewarding them for their sales efforts. For instance, if a staff member sells two items worth $100 each with a 5% commission rate, they earn $10. Customers see only the total amount they paid on their invoices, without any mention of the staff member’s commission.

Pabau supports various types of commissions:

• Fixed Price: A set amount per item sold, such as $0.20 per item.
• Percentage-Based: A fixed percentage of the item's sale price, for example, 1% of the item price.
• Tiered Commission: A varying percentage based on the total amount sold, like 1% for sales between $0-$100 and 1.5% for sales between $100-$1000.

There are two default commission types: Fixed and Tiered. In this guide, we'll focus on setting up fixed-rate commission structures. To learn how to set up tiered commission structures, please refer to this article.

Step 1: Access the Commissions Feature

To begin, log into your Pabau account and navigate to the left sidebar menu. Click on "Team", then select "Commissions". This action will take you to the Commission Sheets listing page.

Here, you can click on "New Commission Sheet" in the top right corner to create a new sheet. If you wish to edit an existing sheet, click on the three dots icon next to the respective sheet and select "Edit".

Step 2: Navigate to the Commissions and Users Tabs

Upon creating a new commission sheet or editing an existing one, a modal will appear featuring two main tabs: Commissions and Users.

The Commissions tab contains four sub-tabs corresponding to specific item categories: Services, Products, Packages, and Gift Vouchers.

The Users tab allows you to assign staff members to the commission sheet. This topic is addressed in this article.

Step 3: Configure Fixed Rate Commission for an Item Category

To set a fixed-rate commission type for a specific category, follow these steps:

• Click on the sub-tab corresponding to the item category you wish to configure, such as Services or Products.

• In the "Default commission type" section, select "Fixed". This choice enables you to define a standard commission rate for all items within this category.

  

• In the "Default rate" field, choose whether the commission should be a percentage or a fixed amount, then enter the desired value. For example, you can set a 5% commission or a fixed $10 commission per item sold.

  

In the Calculations section below the commission type setup section, you can adjust the basis for the calculation of the commission for the specific item category by following the steps provided in this guide.

Step 4: Repeat the Process for Other Item Categories

After configuring the commission rates, ensure that the Active/Inactive toggle at the top of the item category tab is set to Active. This setting ensures that the commission rules you've defined are applied to the sales transactions.

If you wish to set a fixed-rate commission for other item categories, repeat Step 3 for each additional category. Remember to activate each category by setting the toggle to Active and save your changes accordingly.

Step 5: Activate and Save the Commission Settings

Once everything is set up, click on "Create" (for a new commission sheet) or "Edit" (if modifying an existing sheet) in the top right corner to save your settings.

By following these steps, you'll successfully set up fixed-rate commissions in Pabau, ensuring that your staff members are accurately rewarded for their sales efforts.