During order entry, an Order Code must be selected for every order. These usually determine where/when the order was written and the default commission percentage for each.
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NOTE: It is NOT recommended to delete an Order Code.
How to Create Order Codes
To create order codes, follow these steps:
Navigate to Settings > Order Settings in the side navigation
Click New Order Code
About the Add Order Code Window
All fields listed below are required:
- Name: Full name of the Order Code/Show Location.
- Abbreviation: This is the Order Code/Show Location abbreviation. It will be shown on your Order Copies in the Order Code field, and it allows the reps to quickly type in a string of text to select an order code during order entry.
- Date Range: Optional field for use if an Order Code is only to be used during a certain date range.
- Commission Rates: Please see the article here for an overview on splitting commissions by Order Code and THIS article on how to do this for each Salesperson.
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