How Can I Adjust An Individual Transaction's Commission

This article only applies to per-transaction rewards. Many commissions are paid in aggregate (ex: $1000 payout for reaching a milestone), and so there isn't a per-transaction commission amount. The same applies is you use the portion method to calculate commissions.

To start from a transaction:

Here we'll find the transaction and edit commissions from there.

• Login to your workspace
• On the left pane, click on "Transactions > All Transactions"
• Search for the transaction whose commission you want to adjust
• Click on the transaction row to edit it
• Click on the "Commissions" tab
• Click on the commission row to edit its amount
• Save changes

To start from incentive dashboards:

Here we'll view incentive dashboards and edit commissions from there.

• Login to your workspace
• Make sure the calculation was released (ex: credits released)
• On the left pane, click on "Incentives" 
• Open a rep statement and scroll down to credits
• Click on a credits row to edit its commission amount
• Save changes

To start from a calculation:

You can also start from a calculation, and then use one of the method above. First, open your calculation:

• Login to your workspace
• On the left pane, click on "Calculations > All Calculations"
• Search for the calculation
• Click on the calculation row to edit it
• Click on the "Rewards" tab

Next, if you want to start from a transaction:

• Click on the reward entry whose commissions you want to adjust
• Click on the top bar to view associated transactions
• Follow above steps "to start from a transaction"

Or if you prefer to start from incentive dashboards: 

• Search for a payee
• Click on the "Statement" button
• Follow above steps "to start from incentive dashboards" 

When you make a manual adjustment to a commission, a new reward will be recorded within your calculation with the adjustment amount.

Per-Transaction Adjustments

In most cases, you should not directly adjust per-transaction commission amounts. Instead, you should update transaction data to be correct, configure your plan to calculate commissions correctly, or add a manual adjustment. Use this page for unique situations where you need to update a single transaction's commission.

Re-Calculating Commissions

When recalculating, manual adjustments can be carried over. This includes rewards recording per-transaction adjustments. If the recalculation yields a commission for the same transaction and beneficiary, the adjusted amount will be re-applied as well. Note that there are edge cases where you may end up in an inconsistent state. For example, suppose that you adjusted a per-transaction commission, but that the transaction was deleted. On re-calculation, the reward recording the adjustment will be carried over, but not the adjustment to the transaction (since the transaction is no longer valid). 

• Related Articles

• Commission Software Checklist

  Don't be fooled by slick demos. Can other providers really handle your data and your commission structure? Ask the right questions. Choosing Commission Software At Sales Cookie, we want you to make an informed decision. The reality is that many of ...

• How Can I Manually Adjust Sales Commissions?

  There are 7 ways you can adjust sales commissions: You can update sales data within your source system (ex: SalesForce): Edit transactions at the source (ex: change the amount, owner, etc.) Alternatively, add additional transactions (ex: with a ...

• What Are Commission Formulas For?

  If you are using spreadsheets to calculate commissions, you are probably: Use messy nested conditions Reference cells by name or position Have multiple sheets with v-tables, etc. If someone shifts cells, adds a column, or includes hidden rows of ...

• How Can I Credit Multiple Users For One Transaction?

  You may want to issue commissions to multiple users over the same sales transaction. This may be necessary when multiple users contribute to a sale, or because you have a multi-level commission structure (ex: override commissions). There are two ways ...

• What Is The Difference Between Flat And Per-Transaction Rewards?

  In Sales Cookie, there are two main types of rewards: Per-transaction rewards Those rewards are attached to specific transactions. Example: payee "John Doe" received a commission worth $1.23 on deal "Globex Corporation". Global (flat amount) rewards ...