Set Up and Review Sales Rep Commissions

Load Manager tracks sales rep commissions from the user profile, customer profile, load screen, split commission window, and Sales & Commission Detail report. Each sales rep needs a user profile. Commission can be a percentage or a per-load amount, and a load can use the user's default commission or a load-specific split commission.

Set a User's Default Sales Commission

1. Go to the Users tab and open the sales rep's profile.
2. In the Sales Commission field, enter the commission value and select % or per load.
3. 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 and click Save.

Split Commission Between Sales Reps

Use split commission when more than one sales rep should receive commission on the same load, or when this load needs values different from the reps' defaults.

1. Open the load and click the split commission icon next to the sales rep field.
2. Select up to three sales reps.
3. Enter the commission value for each and select % or per load for each line.
4. Click Save in the split commission window, then 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.

Assign a Sales Rep to a Customer

If the same sales rep normally handles a customer, set it on the customer profile so it fills in when that customer is used on a load.

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

How Commission Is Calculated

Percentage commission is calculated from profit or margin, not the full customer charge. Example: customer charge $2,000.00, carrier or driver charge $1,500.00, profit $500.00, commission 10% = $50.00. Per-load commission uses the fixed amount on that sales rep line. Report results can also be affected by load totals, direct costs, split commission, and report filters.

Run the Sales & Commission Detail Report

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

To let sales reps review their own reports, an administrator can use Settings > User Roles to give them report access and limit visibility to their assigned loads.

Troubleshooting

• The commission amount looks wrong: Confirm the customer total, carrier or driver total, direct cost, sales rep assignment, split 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.
• The split commission value cannot be edited: The user needs permission to add or edit user records, or an administrator can make the 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 3 is missing from the report: Run it again with Include Sales Rep 2 & 3 selected.

Related Articles

• How Sales Commission Is Calculated
• Add and Manage Users in Load Manager