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      2. Accounts Payable & Payroll

      Assigning Pay Templates to Sales Representatives

      Set default pay templates on sales representatives and automate commissions once they’re assigned to an order.

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      What’s New

      • Assign default pay templates to sales representatives via the Sales user profile
      • Automatically apply the sales representative's default pay templates when they’re assigned to an order as a Commissionee

      This functionality is available for Payroll-2 customers

      Why Automated Sales Commissions Matter

      ✅ Eliminates manual pay template selection on every order
      ✅ Ensures consistent and accurate compensation
      ✅ Supports scalable, automation-driven pay management
      ✅ Allows flexibility to customize or add pay items per order

      How to Set It Up

      Step 1: Assign Pay Templates to Sales Representatives

      If you don't have any existing pay templates, and need a refresher on how to create one, please refer to this article here! 

      1.  

       

      1. Navigate to Settings > Users, Roles, Groups
      2. Click on Roles > Sales
      3. Click on Users and select the relevant sales representative's profile
      4. Open the Add pay template widget
      5. Choose a pay template to add to the user
      6. Click on Add template line to add additional templates if needed and click Save 
      7. The applied pay template(s) should be visible on the data panel

      Step 2: Assign User to Order

      1. Click into the relevant order
      2. Add a sales representative in the Commissionees field in the data panel

      Step 3: Review and Save Pay Items

      1. Click on the Commissionees field in the data panel
      2. The user's default pay templates and their corresponding pay items should automatically appear
      3. Make any manual changes if needed and click Save

      FAQs

      What happens if I don’t assign pay templates to a sales user?
      If no pay template is tied to the user, you will need to manually assign a pay template for each order.

      Can I still add custom pay items on top of the default template?
      Yes, users can add additional pay templates or manually adjust pay line items on the order if needed.

      Will the pay items update if I change a sales representative's pay templates after they've been assigned to an order as a commissionee?

      No, the commission pay on a order are simply a snapshot so if you change a user's pay template after they've been added to an order, the pay on the existing order will not automatically update.

      However, future orders will reflect the new pay templates. If you need to update pay items for past manifests, they will need to be modified manually.