Assigning Sales Reps to a Commission Plan

After you add commission schedules to a plan, you can assign sales reps.

To assign a commission plan to a sales rep:

1. Go to Lists > Commissions > Employee Plans.

2. Click Edit next to the commission plan to which you want to assign a sales rep.

3. Click the Assign Plan to Sales Reps subtab.

4. In the Sales Rep column, select the sales rep you want to assign to the plan.

5. In the From column, enter the date this plan begins to calculate commission for this sales rep.

6. In the To column, enter the last date this plan calculates commission for this sales rep.

   Important:

   Best practise is a plan should not have an end date more than 18 months from the start date of the plan.

7. Click Add.

8. Repeat these steps for each sales rep to whom you want to assign this plan.

   Important:

   For optimal performance, you should not exceed 50 employees on an employee commission plan.

9. Click Save.

You can assign a sales rep to only one commission plan at a time.

At any point, you can update a commission plan. You can add or remove sales reps or change the commission schedules assigned to the plan. When you update a commission plan when it is assigned, NetSuite recalculates commission for the entire period. See Recalculating Commission.

Related Topics

• Commissions
• Employee Commission Plans
• Creating an Employee Commission Plan
• Recalculating Commission
• Sales Effective Date
• Split Commission

General Notices