How Can I Credit Multiple Users For One Transaction (Ad-Hoc)?

How Can I Credit Multiple Users For One Transaction (Ad-Hoc)?


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 you can achieve this:
  • Configure your plans to allow splits (learn more)
  • Make an ad-hoc change to allow splits (this article)

Obviously, the first option is more structured and makes sense if you have frequent splits. In this case, it's worth investing some time to configure your plan to handle splits.

However, there are cases where splits are uncommon and you just need a quick fix. This article however is about ad-hoc options to handle splits.

Specify Multiple Reps Within Transactions
If you only have one transaction field tracking reps, you can use the || separator within your sales data (or by editing the Sales Cookie transaction) to request multi-user crediting:



Next, edit your plan and choose the appropriate option based on how you want to handle the split ("Targets" tab):



Duplicating Transactions
You can duplicate a transaction within Sales Cookie and assign it to a different rep. Simply find your transaction, and use the "..." menu to duplicate it.



You can now edit the duplicated transaction and set a different rep. This new transaction will be credited separately from the original one upon re-calculation.

    • Related Articles

    • What Happens When I Delete A Transaction From A Connected System?

      Applicability This article applies to the following situation: You have configured a connection from a connected system such as SalesForce, Dynamics CRM, HubSpot, QuickBooks, Stripe, Xero, FTP, etc. You configured automated (recurring) imports of ...

    • How Can I Delete A Transaction?

      Login to your workspace On the left pane, click on "Transactions > All Transactions" Search for a transaction (more details) Click on the transaction row Click on "Delete" The transaction will be deleted Impact on Credits When you delete a ...

    • Why Are Only Some Fields Shown When Editing A Transaction?

      When a transaction has been imported, it includes: Fields you provided during the import System fields calculated by the system using the above For example, suppose that you import transactions from a CSV file containing a field called "Total", with ...

    • Can You Explain The Core Commission Schema?

      The following description explains the core commission schema. Here are the main entities whose relationships we will discuss: Plan - Plans represent commission structures. Each plan has a set of eligibility, crediting, attainment, and payout rules. ...

    • How Does The Crediting Engine Work?

      The crediting engine processes transactions to credit users or teams - so as to measure sales performance. For each plan, you can choose whether you want to measure sales performance by individual or by team. If you measure performance by individual, ...