> For the complete documentation index, see [llms.txt](https://helpwith.salesorder.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpwith.salesorder.com/sales/commission-automation.md). # Commission automation? Commission plans vary widely across wholesalers. There is no one size fits all commission solution. Because our software for wholesalers is customizable we can add features to your system using plugins. We have experience with adding commission automation to Salesorder.com. For example: * Independent Sales representatives (Reps) are added to your system as Workers. Workers are modeled in our software for wholesalers as suppliers. The Worker master can create and track purchase invoices (Bills) and supplier payments. * You can track and report Rep sales activity using the Sales by Worker reports in the Reports section of your system. * Calculate and display commission values on Sales Order documents. The plugin adds an editable table containing commission parameters to your system. Additional columns on the document display the commission percentage and the value. * Automation creates a purchase invoice on the worker (rep) to match the paid Sales Invoice. * Payments to reps can be initiated from the Bills list in your system. ### Share your commission plan details with us. To determine the functionality you need to manage and automate your commission we’ll need a detailed description with examples of your commission plan. Make sure you include: * Is commission paid on invoiced revenue or paid cash? * Dimensions and metrics: If you award commission as a percentage of customer invoice or payment value, we need you to share the tiers and the percentage e.g up to $10,000 = 5%, over $10,000 = 7.5%. * If you award commission as a percentage related to discount level, e.g. No discount = 10% commission, 10% discount = 5% discount, 20% discount = 0%. * Any details related to promotions and their relationship to the commission paid. * Order types e.g. demo items for a showroom. * Items or Item Categories and commission payouts * Overage - basically if the rep adds their own margin to inflate the end-user prices. Explain the workings. * Rep/agency reporting requirements. This list is not exhaustive. Please include any other details not mentioned here. Send the above data and other details to --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://helpwith.salesorder.com/sales/commission-automation.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.