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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How to Create Order Codes
To create order codes, follow these steps:
Navigate to Settings > Order Settings in the side navigation
Fill out all fields on the Add Order Code window that appears
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- Note: You can have one entry per order code that does not have a date range.
Once you're finished, click Add
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.
- Report Category: Choose from a static list of categories to which you can assign your order code. Some manufacturers may use this category as the code they can map to their ERP, as its values are universal across agencies.
- Description: Type a complete description of how this order code is used for your business.
NOTE: When choosing a Report Category, there is one that work differently than others.
- Direct [D] - When choosing this category, this Order Code will be used as the default Order Code when entering in Direct Orders, and will effect Commission Rates based on the rates you're setting. If you've created more than one Order Code with this Report Category, you can designate a default Direct code on the Company Info screen.
Commission Rates and Effective Dates: 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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