Ladder of Invoice (Product) - Percentage

Posted on 2025-07-04 Updated on 2025-07-04

Guide: Ladder of Invoice (Product) - Percentage

Welcome to the user guide for the Ladder of Invoice (Product) - Percentage in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module.

Ladder of Invoice (Product) - Percentage

Like the “Ladder of Invoice” type, the commission is calculated according to the product value ladder

Calculate commission based on Percentage + Total Invoice amount

  1. Choose Percentageoption under Commission type.
  2. Choose Total Invoice amountunder Amount to calculate.
  3. Choose Ladder of Product (Product) option under Commission policy type.
  4. Choose Product, enter the From amount, To amount and Commission (%)
  5. Go to Applicable staffmenuunder Commissionmodule from the left sidebarand assign this program to employee.
  6. Create an invoice and select the sales agent as on of the employees assigned to the program.
  7. Create payment Ex: There is 1 Invoice with 2 products 'Citrus Bergamot'with total value = $3030 , product'Synology DS920+'with the total value = $33000. Based on the above setting, we will calculate: Total Tax = 3,234.00 + 1,617.00 = $ 4851.00Total Invoice = $ 40,160.40Total Value = $ 36030.00Total Payment= $ 606.00 Payment Percent = Total Payment/ Total Invoice = 606.00 / 40,160.40 = 0.01508949114 (Percentage of the amount paid) Payment amount = [ Total Payment - ( Total Tax * Payment Percent) ] = [ 606.00 - (4851.00 * 0.01508949114) ] = 532.80087848 (Amount to calculate commission is based on total payment) Citrus Bergamot: Payment Percent [Citrus Bergamot] = 3030 /40,160.40=0.0754474557 (Percent of Citrus Bergamot's profit to total profit) Amount[Citrus Bergamot] = Payment amount * Payment Percent [Citrus Bergamot] =532.80087848* 0.0754474557 =40.198470676 (amount to calculate commission for Citrus Bergamot) Commission [ Citrus Bergamot] = Amount[Citrus Bergamot] * 1% = 40.198470676 * 0.01 = 0.40198470676Synology DS920+:Payment Percent [Synology DS920+]= 33000 /40,160.40=0.82170496309 (Percent of Synology DS920+'s profit to total profit) Amount [Synology DS920+] =Payment amount * Payment Percent[Synology DS920+] = 532.80087848 *0.82170496309=437.805126186 ( amount to calculate commission for Synology DS920+) Commission[Synology DS920+]=Amount [Synology DS920+] * 2% = 437.805126186 * 0.02 =8.75610252372Total  Commission=Commission [ Citrus Bergamot]+Commission[Synology DS920+] =0.40198470676+ 8.75610252372= 9.15808723048 ( round to 9.16) Calculate commission based on Percentage + Profit Choose Percentageoption under Commission type.Choose Profitunder Amount to calculate.Choose Ladder of Product (Product) option under Commission policy type.Choose Product, enter the From amount, To amount and Commission (%) Profit = Sale price - Purchase price*Note: *Note: in case the total product profit in the invoice exceeds the maximum value (To amount) set in the program, only commission in the configured amount.Go to Applicable staffmenuunder Commissionmodule from the left sidebarand assign this program to employee.Create an invoice and select the sales agent as on of the employees assigned to the program.Create payment Ex: There is 1 Invoice with 2 products 'Citrus Bergamot'with total profit= $30.00 , product'Synology DS920+'with the total profit = $3000.00 Based on the above setting, we will calculate: Total Tax = 3,234.00 + 1,617.00 = $ 4851.00Total Invoice = $ 40,160.40Total Profit = $ 3030.00Total Payment = $ 606.00 Payment Percent = Total Payment / Total Invoice = 606.00 / 40,160.40 = 0.01508949114 (Percentage of the amount paid) Profit Percent = Total Profit / Total Invoice = 3030.00 / 40,160.40 = 0.0754474557 (Percentage of profit to total invoice) Payment amount = [ Total Payment - ( Total Tax * Payment Percent) ] * Profit Percent = [ 606.00 - (4851.00 * 0.01508949114) ]* 0.0754474557 = 40.19847067603 (Amount to calculate commission is based on total payment) Citrus Bergamot: Profit Percent [Citrus Bergamot] = 30.00 / 3030.00 = .00990099009 (Percent of Citrus Bergamot's profit to total profit) Amount[Citrus Bergamot] = Payment amount * Profit Percent [Citrus Bergamot] = 40.19847067603 * 0.0099009909 = 0.39800465979 (amount to calculate commission for Citrus Bergamot) Commission [ Citrus Bergamot] = Amount[Citrus Bergamot] * 1% = 0.39800465979*0.01 = 0.00398004659Synology DS920+:Profit Percent [Synology DS920+]= 3000/3030 = 0.9900990099 (Percent of Synology DS920+'s profit to total profit) Amount [Synology DS920+] =Payment amount * Profit Percent[Synology DS920+] = 40.198470676 * 0.9900990099= 39.8004660158 ( amount to calculate commission for Synology DS920+) Commission[Synology DS920+]=Amount [Synology DS920+] * 2% = 39.800466158 *0.02 = 0.79600932031Total  Commission=Commission [ Citrus Bergamot]+Commission[Synology DS920+] =0.00398004659 + 0.79600932031 = 0.7960093203 ( round to 0.80)

There is 1 Invoice with 2 products 'Citrus Bergamot'with total value = $3030 , product'Synology DS920+'with the total value = $33000. Based on the above setting, we will calculate: Total Tax = 3,234.00 + 1,617.00 = $ 4851.00Total Invoice = $ 40,160.40Total Value = $ 36030.00Total Payment= $ 606.00 Payment Percent = Total Payment/ Total Invoice = 606.00 / 40,160.40 = 0.01508949114 (Percentage of the amount paid) Payment amount = [ Total Payment - ( Total Tax * Payment Percent) ] = [ 606.00 - (4851.00 * 0.01508949114) ] = 532.80087848 (Amount to calculate commission is based on total payment)

Citrus Bergamot: Payment Percent [Citrus Bergamot] = 3030 /40,160.40=0.0754474557 (Percent of Citrus Bergamot's profit to total profit) Amount[Citrus Bergamot] = Payment amount * Payment Percent [Citrus Bergamot] =532.80087848* 0.0754474557 =40.198470676 (amount to calculate commission for Citrus Bergamot) Commission [ Citrus Bergamot] = Amount[Citrus Bergamot] * 1% = 40.198470676 * 0.01 = 0.40198470676

Synology DS920+:Payment Percent [Synology DS920+]= 33000 /40,160.40=0.82170496309 (Percent of Synology DS920+'s profit to total profit) Amount [Synology DS920+] =Payment amount * Payment Percent[Synology DS920+] = 532.80087848 *0.82170496309=437.805126186 ( amount to calculate commission for Synology DS920+) Commission[Synology DS920+]=Amount [Synology DS920+] * 2% = 437.805126186 * 0.02 =8.75610252372Total  Commission=Commission [ Citrus Bergamot]+Commission[Synology DS920+] =0.40198470676+ 8.75610252372= 9.15808723048 ( round to 9.16)

Calculate commission based on Percentage + Profit

  1. Choose Percentageoption under Commission type.
  2. Choose Profitunder Amount to calculate.
  3. Choose Ladder of Product (Product) option under Commission policy type.
  4. Choose Product, enter the From amount, To amount and Commission (%)
  5. Go to Applicable staffmenuunder Commissionmodule from the left sidebarand assign this program to employee.
  6. Create an invoice and select the sales agent as on of the employees assigned to the program.
  7. Create payment Ex: There is 1 Invoice with 2 products 'Citrus Bergamot'with total profit= $30.00 , product'Synology DS920+'with the total profit = $3000.00 Based on the above setting, we will calculate: Total Tax = 3,234.00 + 1,617.00 = $ 4851.00Total Invoice = $ 40,160.40Total Profit = $ 3030.00Total Payment = $ 606.00 Payment Percent = Total Payment / Total Invoice = 606.00 / 40,160.40 = 0.01508949114 (Percentage of the amount paid) Profit Percent = Total Profit / Total Invoice = 3030.00 / 40,160.40 = 0.0754474557 (Percentage of profit to total invoice) Payment amount = [ Total Payment - ( Total Tax * Payment Percent) ] * Profit Percent = [ 606.00 - (4851.00 * 0.01508949114) ]* 0.0754474557 = 40.19847067603 (Amount to calculate commission is based on total payment) Citrus Bergamot: Profit Percent [Citrus Bergamot] = 30.00 / 3030.00 = .00990099009 (Percent of Citrus Bergamot's profit to total profit) Amount[Citrus Bergamot] = Payment amount * Profit Percent [Citrus Bergamot] = 40.19847067603 * 0.0099009909 = 0.39800465979 (amount to calculate commission for Citrus Bergamot) Commission [ Citrus Bergamot] = Amount[Citrus Bergamot] * 1% = 0.39800465979*0.01 = 0.00398004659Synology DS920+:Profit Percent [Synology DS920+]= 3000/3030 = 0.9900990099 (Percent of Synology DS920+'s profit to total profit) Amount [Synology DS920+] =Payment amount * Profit Percent[Synology DS920+] = 40.198470676 * 0.9900990099= 39.8004660158 ( amount to calculate commission for Synology DS920+) Commission[Synology DS920+]=Amount [Synology DS920+] * 2% = 39.800466158 *0.02 = 0.79600932031Total  Commission=Commission [ Citrus Bergamot]+Commission[Synology DS920+] =0.00398004659 + 0.79600932031 = 0.7960093203 ( round to 0.80)

There is 1 Invoice with 2 products 'Citrus Bergamot'with total profit= $30.00 , product'Synology DS920+'with the total profit = $3000.00 Based on the above setting, we will calculate: Total Tax = 3,234.00 + 1,617.00 = $ 4851.00Total Invoice = $ 40,160.40Total Profit = $ 3030.00Total Payment = $ 606.00 Payment Percent = Total Payment / Total Invoice = 606.00 / 40,160.40 = 0.01508949114 (Percentage of the amount paid) Profit Percent = Total Profit / Total Invoice = 3030.00 / 40,160.40 = 0.0754474557 (Percentage of profit to total invoice) Payment amount = [ Total Payment - ( Total Tax * Payment Percent) ] * Profit Percent = [ 606.00 - (4851.00 * 0.01508949114) ]* 0.0754474557 = 40.19847067603 (Amount to calculate commission is based on total payment) Citrus Bergamot: Profit Percent [Citrus Bergamot] = 30.00 / 3030.00 = .00990099009 (Percent of Citrus Bergamot's profit to total profit) Amount[Citrus Bergamot] = Payment amount * Profit Percent [Citrus Bergamot] = 40.19847067603 * 0.0099009909 = 0.39800465979 (amount to calculate commission for Citrus Bergamot) Commission [ Citrus Bergamot] = Amount[Citrus Bergamot] * 1% = 0.39800465979*0.01 = 0.00398004659

Synology DS920+:Profit Percent [Synology DS920+]= 3000/3030 = 0.9900990099 (Percent of Synology DS920+'s profit to total profit) Amount [Synology DS920+] =Payment amount * Profit Percent[Synology DS920+] = 40.198470676 * 0.9900990099= 39.8004660158 ( amount to calculate commission for Synology DS920+) Commission[Synology DS920+]=Amount [Synology DS920+] * 2% = 39.800466158 *0.02 = 0.79600932031Total  Commission=Commission [ Citrus Bergamot]+Commission[Synology DS920+] =0.00398004659 + 0.79600932031 = 0.7960093203 ( round to 0.80)

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