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Tracking Commissions (New Experience)

Using Bundles to track commissions.

Cynthia Rivera avatar
Written by Cynthia Rivera
Updated today

Inventory-Based Commissions

In this article, we explain how to track individual employee sales of a product (and therefore commissions) by creating a Bundle of the products.

To set up commissions, it helps to have a firm understanding of how Bundles work. Please check the Bundles article here if you are not familiar with bundling.

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Understanding the Commission Tracking Method

The concept is the same regardless of which catalog experience you're using:

How it works:

  1. Create regular products (e.g., King Mattress, Queen Mattress) that represent your actual inventory

  2. Create a tracking product (e.g., "Posturepedic Mattress - Commission Tracking") with variants for each employee

  3. Convert those employee-specific variants into bundles that link to the regular products

  4. When selling, employees select their specific variant

  5. Run reports filtered by employee name/code to see who sold what

The benefit: You get employee-level sales tracking while maintaining accurate inventory counts!


Example Scenario

We'll use a mattress in this example, but any product can be substituted and work just as well.

The setup:

  • You sell King and Queen mattresses

  • You have two salespeople: Mark (Sales Person A) and Emily (Sales Person B)

  • You want to track who sells which mattress for commission purposes

We will use a mattress in this example, but any product can be substituted and work:


Step 1: Create Your Base Inventory Products

The first step is making sure you have a "King Mattress" and "Queen Mattress" set up as individual products, so we can link those individual products as components to the 'commission' bundled variants.

What to create:

  • Product: "King Mattress"

  • Product: "Queen Mattress"

Why: These represent your actual physical inventory that will be deducted when sales are made.

You'll need individual King and Queen mattresses in your inventory to link the 'Posturepedic' variants later.


Step 2: Create Your Commission Tracking Product

Once you are sure you have individual King and Queen mattresses in your inventory, create another product titled something like "Posturepedic Mattress - Commission Tracking" (or whatever naming convention works for you).

Why this product exists: This is what employees will select at the point of sale to track their individual sales.


Step 3: Create Variants for Each Employee

We need variants for each size AND each salesperson combination.

From the Product Details Page:

Steps:

  1. Open your "Posturepedic Mattress - Commission Tracking" product

  2. Go to the Variants & Bundles section

  3. Click + Create Variant

  4. Create four variants with these names:

    • King - Sales Person A (Mark)

    • King - Sales Person B (Emily)

    • Queen - Sales Person A (Mark)

    • Queen - Sales Person B (Emily)

Pro Tip: The salesperson's name may print on receipts, so feel free to use codes or initials instead (e.g., "King - A" or "King - M").

You should now have all variants listed and ready to bundle.


Step 4: Convert Variants to Bundles

Now the magic happens, we'll link each employee-specific variant to the actual inventory products.

From the Variants & Bundles Section

For each variant:

  1. In the Variants & Bundles section, find the variant (e.g., "King - Sales Person A")

  2. Click on the Convert to Bundle icon for that variant

  3. In the bundle setup, link to the actual inventory product:

    • King - A and King - B β†’ Link to "King Mattress" (quantity: 1)

    • Queen - A and Queen - B β†’ Link to "Queen Mattress" (quantity: 1)

  4. Save the bundle configuration

Repeat for all four variants.

What this does: When "King - Sales Person A" sells, it deducts 1 King Mattress from your actual inventory while tracking that Mark made the sale.


How It Works in Practice

At Point of Sale

Employee A (Mark) makes a sale:

  • Selects "Posturepedic Mattress - Commission Tracking"

  • Chooses variant: "King - Sales Person A (Mark)" or "Queen - Sales Person A (Mark)"

  • Sale completes

Employee B (Emily) makes a sale:

  • Selects "Posturepedic Mattress - Commission Tracking"

  • Chooses variant: "King - Sales Person B (Emily)" or "Queen - Sales Person B (Emily)"

  • Sale completes

What happens behind the scenes:

  • Whether you sell "Queen - A" or "Queen - B," the exact same physical Queen Mattress is deducted from inventory

  • The sale is recorded under the employee-specific variant

  • Your inventory stays accurate while tracking individual sales


Tracking Sales by Employee

This is where the magic pays off!

Running Commission Reports

Steps:

  1. Go to Metrics > Reports

  2. Run a Product Sales Report for your desired date range

  3. Use the Search function to filter by employee identifier:

    • Search for "A" or "Mark" to see Mark's sales

    • Search for "B" or "Emily" to see Emily's sales

Pro tip: Use unique codes (not just "A" or "B") to make searching easier and avoid false matches. For example: "MARK-" or "EMP-A-" as prefixes.

What you'll see: All sales made by that specific employee, with quantities and revenue totals. Perfect for calculating commissions!

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