Commission achievements: written steps

Who does this: Sales managers and commission administrators

Commission should be easy to review without opening every order.

This training covers

1. The review columns in Achievements
2. Keeping a product out of the commission margin

Before you start

• Achievements appear when the order is confirmed.
• Products marked Exclude from Margin stay out of the margin.

Commission achievements

1. Commission > All Commissions.
2. Optional columns: total, margins, delivery and invoice status.
3. Sort and filter with the review columns.
4. Product: tick Exclude from Margin.

What you just did

• Added the review columns
• Ticked Exclude from Margin on a product

That's commission achievements. Next up, Chapter 14: customers and users.