{"id":5294,"date":"2021-01-07T11:30:47","date_gmt":"2021-01-07T09:30:47","guid":{"rendered":"https:\/\/www.sysfinpro.com\/?p=5294"},"modified":"2025-11-18T13:10:35","modified_gmt":"2025-11-18T11:10:35","slug":"kb20210107-01-sage-x3-tip-trick-how-to-setup-commission-factor-for-sales-representatives","status":"publish","type":"post","link":"https:\/\/www.sysfinpro.com\/index.php\/kb20210107-01-sage-x3-tip-trick-how-to-setup-commission-factor-for-sales-representatives\/","title":{"rendered":"KB20210107\/01: Sage X3 Tip & Trick – How to setup commission factor for sales representatives"},"content":{"rendered":"\n
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Commission, also called sales commission, is a payment given to salespeople for each individual sale. When planning a commission structure sales leaders should consider factors like how much of their budget they can allocate for commission, how much they\u2019ll pay for different levels of sales output, employee\u2019s base salaries, and what potential bonuses or incentives to include.<\/p>\n\n\n\n

It\u2019s the amount of money a salesperson earn based on the number of sales they make. This is additional money that often compliments a base salary.<\/p>\n\n\n\n

A sales commission rate can reflect factors like the value of products or services sold, employee involvement in the sales process, or the size of an employee\u2019s sales territory.<\/p>\n\n\n\n

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Commission in Sage X3<\/strong><\/p>\n\n\n\n

Commissions in Sage X3 assign at the time of sales order creation\/Sales Invoice creation based on sales rep.<\/p>\n\n\n\n

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Create Sales Representative with Commission Rate<\/strong><\/p>\n\n\n\n

Navigate to: Common Data>Bps>Sales Rep<\/strong><\/em><\/p>\n\n\n\n

Figure 1 – Creation of Sales Representative<\/strong><\/p>\n\n\n\n

On General Tab, Commission base section, from the list % on Net price, % on Margin, % on formula.<\/p>\n\n\n\n

Select % on Net Price. If % on formula selected then commission formula 1 and 2 field get enabled.<\/p>\n\n\n\n

Commission Rate section has Sales categories, Commercial Rate 1, Commercial Rate 2.<\/p>\n\n\n\n

Sales categories: Category 1 for example may be Direct sale, Category 2 for example may be Whole sale.<\/p>\n\n\n\n

Commercial Rate 1 which is applicable for Primary Sales representative and Commercial Rate 2 which is applicable for Secondary Sales representative.<\/p>\n\n\n\n

Financial section, selecting Accounting code where Sales representative Accounting setup can be defined.<\/p>\n\n\n\n

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Commission Setup on Customer Master<\/strong><\/p>\n\n\n\n

Navigate to:<\/em> Common Data>Bps>Customer<\/em><\/strong><\/p>\n\n\n\n

Figure 2 – Sales Representative Setup on Customer screen<\/strong><\/p>\n\n\n\n

On Commercial tab ,under Sales reps section, choose Commission category and Primary Sales representative 1 and Secondary Sales representative 2.<\/p>\n\n\n\n

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Figure 3 – Sales Representative Setup on Customer screen(ship-to customer Tab)<\/strong><\/p>\n\n\n\n

Ship-to customer tab also has Primary and Secondary Sales representatives which override the Commercial tab Sales representatives.<\/p>\n\n\n\n

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Sales Order- Automatic allocation of Sales Representative<\/strong><\/p>\n\n\n\n

Navigate to:<\/em> Sales >Orders>Orders<\/em><\/strong><\/p>\n\n\n\n

Figure 4 – Sales Representative on Sales Order Screen<\/strong><\/p>\n\n\n\n

On Management tab, the Sales representative will automatically flow based on the customer chosen on header level.<\/p>\n\n\n\n

On the Lines tab, select the action button pop up view for the product and view corresponding Sales representatives 1 and 2.<\/p>\n\n\n\n

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Sales Price List Setup For Sales Representative<\/strong><\/p>\n\n\n\n

Navigate to:<\/em> Setup>Sales>Price Lists >Setup<\/em><\/strong><\/p>\n\n\n\n

Figure 5 – Setting Sales representative commission factor on Price List Screen<\/strong><\/p>\n\n\n\n

On T20 Price List, price\/Free tab sale representative commission, commission factor set to yes and click on Yes for \u201cThis pricing contain lines ,Do you want to continue?\u201d, finally click on save.<\/p>\n\n\n\n

This factor will flow to a sales invoice having corresponding sales representative.<\/p>\n\n\n\n

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Report Selection for Sales Representative Bonus List<\/strong><\/p>\n\n\n\n

Navigate to:<\/em> More>Reports>Reports<\/em><\/strong><\/p>\n\n\n\n

Figure 6: Report Screen<\/strong><\/p>\n\n\n\n

This helps us to understand how commission is assigned to individual sales representatives and setting up the price list for sales representative commission and report to view sales representative bonus.<\/p>\n\n\n\n

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For more information on Sage X3 contact us on info@sysfinpro.com or by phone on +27 12 880 0258.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"

Commission, also called sales commission, is a payment given to salespeople for each individual sale. When planning a commission structure sales leaders should consider factors like how much of their budget they can allocate for commission, how much they\u2019ll pay for different levels of sales output, employee\u2019s base salaries, and what potential bonuses or incentives […]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"qubely_global_settings":"","qubely_interactions":"","footnotes":""},"categories":[51,54],"tags":[],"class_list":["post-5294","post","type-post","status-publish","format-standard","hentry","category-erp","category-x3"],"blocksy_meta":{"styles_descriptor":{"styles":{"desktop":"","tablet":"","mobile":""},"google_fonts":[],"version":6}},"qubely_featured_image_url":null,"qubely_author":{"display_name":"SysFinPro","author_link":"https:\/\/www.sysfinpro.com\/index.php\/author\/sysfinpro\/"},"qubely_comment":0,"qubely_category":"ERP<\/a> Sage X3<\/a>","qubely_excerpt":"Commission, also called sales commission, is a payment given to salespeople for each individual sale. When planning a commission structure sales leaders should consider factors like how much of their budget they can allocate for commission, how much they\u2019ll pay for different levels of sales output, employee\u2019s base salaries, and what potential bonuses or incentives…","featured_image_urls_v2":{"full":"","thumbnail":"","medium":"","medium_large":"","large":"","1536x1536":"","2048x2048":"","qubely_landscape":"","qubely_portrait":"","qubely_thumbnail":""},"post_excerpt_stackable_v2":"

Commission, also called sales commission, is a payment given to salespeople for each individual sale. When planning a commission structure sales leaders should consider factors like how much of their budget they can allocate for commission, how much they\u2019ll pay for different levels of sales output, employee\u2019s base salaries, and what potential bonuses or incentives to include. It\u2019s the amount of money a salesperson earn based on the number of sales they make. This is additional money that often compliments a base salary. A sales commission rate can reflect factors like the value of products or services sold, employee involvement…<\/p>\n","category_list_v2":"ERP<\/a>, Sage X3<\/a>","author_info_v2":{"name":"SysFinPro","url":"https:\/\/www.sysfinpro.com\/index.php\/author\/sysfinpro\/"},"comments_num_v2":"0 comments","yoast_head":"\nKB20210107\/01: Sage X3 Tip & Trick - How to setup commission factor for sales representatives - SysFinPro (Pty) Ltd.<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.sysfinpro.com\/index.php\/kb20210107-01-sage-x3-tip-trick-how-to-setup-commission-factor-for-sales-representatives\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"KB20210107\/01: Sage X3 Tip & Trick - How to setup commission factor for sales representatives - SysFinPro (Pty) Ltd.\" \/>\n<meta property=\"og:description\" content=\"Commission, also called sales commission, is a payment given to salespeople for each individual sale. 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How to setup commission factor for sales representatives - SysFinPro (Pty) Ltd.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.sysfinpro.com\/index.php\/kb20210107-01-sage-x3-tip-trick-how-to-setup-commission-factor-for-sales-representatives\/","og_locale":"en_US","og_type":"article","og_title":"KB20210107\/01: Sage X3 Tip & Trick - How to setup commission factor for sales representatives - SysFinPro (Pty) Ltd.","og_description":"Commission, also called sales commission, is a payment given to salespeople for each individual sale. When planning a commission structure sales leaders should consider factors like how much of their budget they can allocate for commission, how much they\u2019ll pay for different levels of sales output, employee\u2019s base salaries, and what potential bonuses or incentives […]","og_url":"https:\/\/www.sysfinpro.com\/index.php\/kb20210107-01-sage-x3-tip-trick-how-to-setup-commission-factor-for-sales-representatives\/","og_site_name":"SysFinPro (Pty) Ltd.","article_published_time":"2021-01-07T09:30:47+00:00","article_modified_time":"2025-11-18T11:10:35+00:00","og_image":[{"width":1024,"height":257,"url":"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2022\/09\/Sage-X3.png","type":"image\/png"}],"author":"SysFinPro","twitter_card":"summary_large_image","twitter_misc":{"Written by":"SysFinPro","Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.sysfinpro.com\/index.php\/kb20210107-01-sage-x3-tip-trick-how-to-setup-commission-factor-for-sales-representatives\/#article","isPartOf":{"@id":"https:\/\/www.sysfinpro.com\/index.php\/kb20210107-01-sage-x3-tip-trick-how-to-setup-commission-factor-for-sales-representatives\/"},"author":{"name":"SysFinPro","@id":"https:\/\/www.sysfinpro.com\/#\/schema\/person\/2e025b2b8c92dacebddf94aae24231bf"},"headline":"KB20210107\/01: Sage X3 Tip & Trick – How to setup commission factor for sales representatives","datePublished":"2021-01-07T09:30:47+00:00","dateModified":"2025-11-18T11:10:35+00:00","mainEntityOfPage":{"@id":"https:\/\/www.sysfinpro.com\/index.php\/kb20210107-01-sage-x3-tip-trick-how-to-setup-commission-factor-for-sales-representatives\/"},"wordCount":525,"publisher":{"@id":"https:\/\/www.sysfinpro.com\/#organization"},"image":{"@id":"https:\/\/www.sysfinpro.com\/index.php\/kb20210107-01-sage-x3-tip-trick-how-to-setup-commission-factor-for-sales-representatives\/#primaryimage"},"thumbnailUrl":"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2022\/09\/Sage-X3.png","articleSection":["ERP","Sage X3"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.sysfinpro.com\/index.php\/kb20210107-01-sage-x3-tip-trick-how-to-setup-commission-factor-for-sales-representatives\/","url":"https:\/\/www.sysfinpro.com\/index.php\/kb20210107-01-sage-x3-tip-trick-how-to-setup-commission-factor-for-sales-representatives\/","name":"KB20210107\/01: Sage X3 Tip & Trick - 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