Employee Commissions

Marlin GTX enables employees to earn commissions and SPIFFs when assigned to commission plans.

Employees who have been assigned commission plans are eligible to earn commissions.

If their commission plans include SPIFFs they can also earn bonuses for selling specific items.

For information on setting up and applying the commissions structure, please see the Commission Structure Inform Guide.

Allocating Commissions

To ensure that salespeople and technicians can earn commissions and SPIFFs, you need to identify the items or services they are selling on customer work orders or invoices.

On the Work Order or Invoice, select the Salesperson and the Fitter(s) from the drop down lists.

Multiple Fitters can be selected for each line item and their codes will be separated by commas.

Generate the Commissions Report

The Salesperson Commission and SPIFF Report displays commission and SPIFF information for all Salespeople or Fitters for a selected period.

It is useful when it is time to pay Commissions and SPIFFs to employees.

To display the report:

• Select Reports > Sales Reports > Commission Report from the menu
• Select whether to display the report for Salespeople or Fitters and enter the date period
• Click on the Generate button and the report will be displayed

Use the icons at the top to Save, Print, Email or Fax the report.

Commission Enquiry

The Commission Enquiry enables you to view Commission and SPIFF information for a particular Salesperson or Fitter for a selected period.

To use Commission Enquiry:

• Select Main > Enquiries > Commission Enquiry from the menu
• Select the Employee Type (e.g. Salesperson or Fitter), Person and the Date range
• Click on the Calculate button and the results for that employee will be displayed in the left panel, with detail for the commissions and SPIFFs listed in the right panel