How to Set Up Commissions for the Solar + Battery Job Type

The "Solar + Battery" job type allows users to set a commission for solar proposals to which battery backup is added. Users can set a separate commission for batteries alongside the commission for solar. Follow the steps below to set up commissions for this job type.

Step 1: From the main menu, select “Commissions”.

Step 2: Create a new commission by clicking “New Commission”.

Step 3: Choose the commission for a user or a role by selecting the appropriate option. Select the user or role to which the commission is assigned and choose what the commission is for. Select the “Solar + Battery” job type, commission type, status and commission value. 

Step 4: From the “Is Separated” dropdown, select “Separate”.

Step 5: Select what the battery commission is for- battery cost, battery margin, or the battery total cost. The battery margin is a sum of the margin assigned within the database and the margin assigned by the sales rep.

Step 6: Select the commission type and value.

Step 7: Click “Create Commission” to save.