Set Up and Review Sales Rep Commissions

Before You Use This Article

• Access needed: Load Manager login and permission to use this screen, report, setting, or workflow.
• Use this article when: you are using this exact Load Manager feature and have the access listed above.
• Use a different article when: you are choosing a full setup path for your company instead of using one reference article; start with Freight Brokers, Carriers, Owner-Operators, and Trucking Companies, or Dispatch Services.

Load Manager can track sales rep commissions from the user profile, customer profile, load screen, split commission window, and Sales & Commission Detail report. Use this article to set a user's default commission, assign sales reps to loads, split commission between multiple sales reps, and review commission results.

Before You Start

• Each sales rep should have a user profile in Load Manager.
• The user profile can store a default Sales Commission value.
• Commission can be set as a percentage or as a per-load amount.
• A load can use the user's default commission or a load-specific split commission.
• Commission reports use the load data and report filters available when the report is run.

Set a User's Default Sales Commission

1. Go to the Users tab.
2. Open the user profile for the sales rep.
3. Find the Sales Commission field.
4. Enter the commission value.
5. Select % or per load.
6. Click Save or Save & Exit.

Assign a Sales Rep to a Load

1. Open the load from My Loads or All Loads.
2. Select the sales rep in the Sales Rep field.
3. Click Save.

If the customer profile already has a sales rep assigned, the sales rep can fill in when that customer is used on the load.

Split Commission Between Sales Reps

Use split commission when more than one sales rep should receive commission for the same load, or when this load needs commission values that are different from the sales reps' default user profile settings.

1. Open the load from My Loads or All Loads.
2. Click the split commission icon next to the sales rep field.
3. Select up to three sales reps.
4. Enter the commission value for each sales rep.
5. Select % or per load for each line.
6. Click Save in the split commission window.
7. Save the load.

Users without permission to add or edit users may be able to select sales reps, but the commission value fields can be restricted.

Pre-Assign a Sales Rep to a Customer

If the same sales rep normally handles a customer, set the sales rep on the customer profile. When that customer is selected on a load, Load Manager can use the customer profile sales rep as the default.

1. Go to the Customer tab.
2. Open the customer profile.
3. Find the Sales Rep field.
4. Select the sales rep.
5. Select Lock on Loads if users should not change that sales rep on loads for this customer.
6. Click Save.

How Commission Is Calculated

For percentage-based commission, Load Manager calculates commission from profit or margin rather than the full customer charge. A simple example is:

• Customer charge: $2,000.00
• Carrier or driver charge: $1,500.00
• Profit: $500.00
• Sales commission: 10%
• Commission amount: $50.00

Per-load commission uses the fixed per-load amount assigned to that sales rep line. Actual report results can also be affected by load totals, direct costs, split commission, report filters, date type, status range, customer, carrier or driver, dispatcher, office, and company setup.

Run the Sales and Commission Detail Report

1. Go to the Reports tab.
2. Open the Sales & Commission Detail Report.
3. Choose the Group By and Sort By options.
4. Enter the Commission % value if you are using the report-level commission field.
5. Select the date type, date range, and load status range.
6. Set any office, sales rep, dispatcher, customer, equipment, carrier, driver, or margin filters needed for the report.
7. Select Include Sales Rep 2 & 3 if the report should include additional sales reps on split-commission loads.
8. Click View Report.

Allow Sales Reps to Review Their Own Reports

An administrator can use Settings > User Roles to give sales reps access to reports. If a sales rep should only see their own assigned load information, use the role permissions to limit sales report visibility to the user's assigned loads.

Troubleshooting

• The commission amount looks wrong: Confirm the customer total, carrier or driver total, direct cost, sales rep assignment, split commission values, and report filters.
• A sales rep is missing from the load drop-down: Confirm the user profile is active and has the correct role/access for your setup.
• The split commission value cannot be edited: Confirm the user has permission to add or edit user records or ask an administrator to make the commission change.
• The wrong sales rep appears on a load: Check whether the customer profile has a default sales rep or Lock on Loads enabled.
• Sales Rep 2 or Sales Rep 3 is missing from the report: Run the report again with Include Sales Rep 2 & 3 selected.

Related Articles

• How Sales Commission Is Calculated
• Add and Manage Users in Load Manager
• Load Screen Overview
• Settings >> User Roles