Add a Commission to a Quote
There's not a built-in concept of a commission in CounterGo, but you can use an
- Go to Price Lists > select the Price List to update > click on the edit icon across from the Revision number.
- Scroll to the bottom of your Price List and click on "+ Other Item".
- Name the item "Commission" and select the options that apply to your situation. Be sure you have selected "Edit Price On Quote" in order to manually enter the amount in Step 6.
TIPS: You might want to check Hide On Quote - if you do this, the commission won't be visible to your customer.
You might want to check Always Include This Item on Quotes - but you'll typically have to move it into the correct Area on Step 6.
You probably don't want to check Allow Discount or Taxable.
You DO want to check Edit Price On Quote - and leave the Price as No price so that you're reminded to fill it in on Step 6 (unless you typically give a flat commission - then you can fill in a default price).