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Commission Item Settings

Ivy
Updated

Learn what each commission item field does, how to find an item’s exact Point of Sale name, and how to copy and edit items across locations.

Commission items tell Salespath which items earn commission. When Salespath finds an item’s Point of Sale name on a transaction line item, it credits the commission to the salesperson. To add items to a plan, see How to Create Salespath Commission Plans.

Commission item fields

Field What it does
POS String The item’s exact Point of Sale name. It must match the Point of Sale exactly. See Finding the exact Point of Sale item name.
Category The item’s category, usually Unlimited or Retail. Create categories before you add items.
Base The standard commission paid each time the item is sold.
Bonus Any additional commission paid for the item.
Extra Points Points the salesperson earns for selling this item, on top of the default points for a membership sale.
Extra XP XP the salesperson earns for selling this item, on top of the default XP for a membership sale.
Deferred Commission The dollar amount earned after the deferral period passes, instead of at the time of sale.
Deferred Points The points earned after the deferral period passes, instead of at the time of sale.
Deferred XP The XP earned after the deferral period passes, instead of at the time of sale.
Allow on Zero Price Turn on to award points for a $0 sale.
UL Signup Restriction Controls which transactions earn commission for this item. See UL Signup Restriction below.
Location The location this item applies to. Add the item for each location where it applies. To add it to several locations at once, see Copy items to other locations.
Tier Graduating and Rank Based plans only. The tier this item applies to. On Rank Based plans, each tier is a rank. Create a separate item for each tier

For more about deferred settings, see Deferred Commissions.

UL Signup Restriction

Use this setting if your wash uses the same SKU or Point of Sale name for Unlimited and retail sales. Salespath checks whether the transaction is a new member conversion and skips the line item if the condition you chose isn’t met. Conversions show a green check mark in the UL Signup column of the Salespath Daily Transaction Report.

  • Allow on all transactions: Commission is credited any time the item appears on a ticket, whether it’s a new signup or a member visit.
  • Only on new member conversions: Commission is credited only when the item is part of a new member conversion.
  • Only on non-conversion transactions: Commission is credited only when the item is part of a single wash retail transaction. This option is usually used for à la carte items. For example, a customer buys a Silver single wash and adds tire shine but doesn’t buy a membership.

Finding the exact Point of Sale item name

An item’s name in Salespath must match the Point of Sale exactly. If it doesn’t, Salespath won’t credit commission.

Pull from POS only lists items that already appear in Salespath transaction data. If an item hasn’t been sold yet, it won’t show up there, and you’ll need to add it manually by selecting Actions > Add commission items.

To find an item’s exact name:

  1. Open the Daily Transaction Report in Salespath.
  2. Find a transaction that includes the item.
  3. Enter the item name exactly as it appears. For example, if the item is listed as Standard $24.99, enter Standard $24.99 in the POS String field.

Copy items to other locations

Copy one item: Select Copy next to the item, choose a different Location, and save.

Copy all items from one location to others:

  1. Go to Settings > Commission Plans.
  2. Select Edit next to the plan.
  3. Select Actions > Bulk Copy From Location.
  4. Choose the location to copy from and the location(s) to copy to.
  5. Review the items that will be copied, then select Confirm and copy items.

Edit commission items

Edit one item

  1. Go to Settings > Commission Plans.
  2. Select Edit next to the plan.
  3. Under Commission Items, select Edit next to the item.
  4. Update the base commission, bonus, points, or XP, then select Save.

Edit several items at once

Use Bulk Edit when a commission change applies to an item that’s listed for several locations or tiers.

  1. Go to Settings > Commission Plans.
  2. Select Edit next to the plan.
  3. Scroll to Commission Items and select Actions > Bulk Edit Items.
  4. Search for the items you need and select them. Select Continue with X items.
  5. Update the fields you wish to edit.
  6. Preview your changes, then Update.

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