1. Navigate to the account you want to create the Sales Agreement by going to Accounts.

Tip: You can create a sales agreement by using ether step 2 or 3

2. Click "Create Sales Agreement" from the Action Gear Menu

3. Click the pencil icon

4. Click the "Sales Agreement Date:" field.

5. Type the date in the field or click the calendar icon to select a date

6. Click this dropdown and select a contact on the account

7. Click this dropdown to select the payment address from either the physical or billing address

Tip: You will only have the physical address in the dropdown if the billing and physical addresses are the same

8. Click the "Company Name (Formal Legal Name):" field.

9. Click the "Payable To Name:" field and type the name

10. Click the "DBA Names:" field and enter any DBA names

Tip: Both the Auction and Retail Commission Percentages follow the same steps.

The Auction Commission Percentages are only used for items sold through the auction sales channel. The Retail Commission Percentages are only used for items sold through the retail sales channel

11. Click this dropdown to select the type of Commission Tier: Flat or Tiered

Tip: Flat: flat rate on the item that sells above the line value for the hammer but less than the next line value

ex: if the there is a first line value of $0 at 10% and a second of $10,000 at 5%, any item sold at $10,000 or more will be charged 5%, so if an item sells for $20,000, the commission will be 5% of $20,000

Tip: Tiered: graduated rate on the item that sells above each line value for the hammer

ex: if the first line value is $0 at 10% and the second is $10,000 at 9%, if an item sells for $20,000, then the commission will be 10% of the first $9,999.99 and then 9% for the remaining $10,000.01

12. Click here to add a line item

13. Click the "Hammer ≥:" field and enter the value for the hammer of the item to be equal to or greater than

Alert: Your first line value should be $0 unless you do not want to collect commission on anything from $0 to your next line value.

ex: if the first line value is $100, then no commission will be collected for any hammer value that is between $0 and $99.99

14. Click the "Percent:" field and type the desired percentage

15. Click the "Min Lot Fee:" field and type the minimum lot fee

16. Click the "Max Lot Fee:" field and type the maximum lot fee value

Tip: for our system, $0 in the maximum field means that there will not be a maximum lot fee

17. Click "Save"

18. Click here to add another line item

19. Click the line item again to edit the line item

20. Click the field that needs to be edited.

ex: "Min Lot Fee:" field, change the $100 to $1,000

21. Click "Save" when finished editing

22. Click the save icon to save