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How do I assign a commission % to a Customer?

Set up customer-level rep assignments to track commissions accurately.

Assigning a commission % directly on the customer profile ensures that commissions and reports reflect accurately. All assignments are managed directly in the customer’s profile in ERP.

Note: Make sure you have sales representatives created in the system already. For more, check out this guide: How do I add a sales rep in DigitBridge?

Note: The instructions in this guide are nearly identical to this one: How do I assign a Sales Rep to a Customer?

You can assign commission one at a time or in bulk.

One at a time

  • In the ERP module, go to CRM > Customers.

  • Use the search or filters to locate the customer you want to edit.

  • On the Customer Management page, in Edit mode, go to the Sales Reps tab and enter the Commission %.
  • Click Save.

  • Click Yes.

In Bulk

  • On the Customer List screen, select all of the customers you wish to edit. Click Action.

  • From the dropdown, select Bulk Update.

  • Go to the Accounting Info tab and enter the Commission % under Sales Reps.

  • Click OK.

Note: Even if there are commission %s assigned to the customers, these fields will appear blank while in the Bulk Update menu.

You will see a notification that this was done successfully.

Tip: Commission assignments at the customer level will apply by default on all new sales orders for that customer, unless overridden at the item level.

You can learn more about how these assignments affect reporting in the guide “How do I use the Sales Commission Report?”