Easy-Commission is an easy to use application to manage customer relationships, invoice customers and to calculate sales commissions. It takes sales data you enter, applies commission calculations you have set to produce commission statements. It is completely web based and allows your sales reps to have direct access to their commission statements
Any organization that has variable pay structure for their sales people can use Easy-Commission to
Two editions are available with Easy-Commission, they are
Easy-Commission cannot be installed on the client premises. It is a hosted application.
1 month discount for 1 Year subscription.
3 months discount for 2 Years subscription.
An Administrator may be a compensation administrator who is responsible for
commission payouts and administers, manages & tracks commission rules.
Typically administrator will have access to all the objects in the Easy-Commission
(Varies from edition to edition)
By default Easy-Commission administrator has rights to access all the pages, Admin can
A Rep may be a sales representative or a sales manager or an agent who gets commission payouts.
Login credentials for a Rep can be informed by editing the relevant Rep details and clicking on to Notify button. This action will send a system generated password to the Rep's login id (Email id).
Rep has rights to
Yes, logged in Rep have access only to his/her relevant statement, dashboard and Report.
Rep can be given access to directly enter the sale OR Rep can send sales detail to the person responsible for commission calculation (compensation administrator) to record his/her sale.
Yes, by default application has admin and rep restrictions. New restrictions can be implemented for users by creating separate roles [access rights] for them.
Yes, Ads can be turned off for user with administrator privilege by upgrading to Economy edition. To turn off the Ads for both administrator and Rep user, you need to upgrade to regular edition.
To turn off the Ads for both administrator and Rep user, you need to upgrade to regular edition.
Click here and provide your user id (Email used during registration) and password to upgrade your existing account.
It is possible to upgrade from Economy edition to Regular edition. Please contact Easy-Commission support to help guide on this transition.
Yes, you can create your own dynamic pages using Page Designer provided under the Setup menu.
Note: This feature is available only with Regular Edition of Easy-Commission
Yes, you can create your own report using Report Designer provided under Tools menu.
Note: Only Economy and Regular Edition of Easy-Commission have this feature.
Sales crediting is a process to determine who gets credit for a particular sale and how much of the sale that person gets a credit for. Sales amount is normally credited to a single sales rep. Sometimes gross profit, number of units or other measures are used. Sales can also be split to multiple reps as well as provided as an override to managers and others.
Commission rules primarily determine which of the transactions belong to which Rep. This is also called 'crediting the sale'. They also determine which commission rate calculation (Commission Formula), should be applied to which set of transactions. For example, commission rule can say
All transactions for customer "ABC, Inc" belong to "Andy Rep" and these transactions will be paid at "Flat 8%".
Commission Formula is a mathematical expression specifying the commission rate to be used.
An example would be:
Create a unique Commission Formula per product. E.g. "Widgets - 5%"; "Bolts - 6%".Then select transactions with that product using the Commission Rules and associate the unique formula to the unique product.
To calculate commission based on gross profit, use the formula variable 'Gross Profit' in commission formula; for example, create a commission formula, say 'Based on Gross Profit' with
Set the crediting part of commission rule to use value from Gross Profit, for example,
Any sale of product "Bolts" to customer "ABC, Inc", credit 100% of "Gross Profit".
All reps will be paid at the same calendar period frequency set for your company.
Yes, splitting commissions between Reps is possible in Easy-Commission
Yes, we use 128 bit Advanced Encryption methods to protect your data while it is being communicated to the server. When you log into Easy-Commissions, you will see a small lock icon at the bottom of your browser display, indicating that a secure (SSL) connection has been established to the server. In addition, the URLs used to access your data on Easy-Commissions are all preceded with https instead of http, which also indicates that a secure connection is being maintained for data access from Easy-Commission.
Server: The credentials are all encrypted using advanced encryption techniques. The databases are also protected by additional security mechanisms.
Application: The passwords are all encrypted throughout the system. As the application is built on SAAS, all SAAS related security features will get automatically imposed.
For every user, one role is assigned and for every role, the object/table level security can be set. This implies that, the read/write access for the data can be set by the administrator as needed for every object/table. Moreover, the access for the records can be even set based on the owner of the record.
Our current architecture supports the ability to create multiple databases across multiple servers and thereby allows us to balance loads. Our application is hosted at dynamically expandable server with a high-performing scalable infrastructure.
We do perform daily backup of the data. If needed, previous data pertaining to the company can be restored and it will be charged separately.
By default, Manager does not have any separate access rights. But a separate role and access rights can be created for the Manager [available only in Regular Edition]. Currently Manager has access to all data in any tables he/she has access to.
To make the manager get an override of 1% on all sales, commission formula specifying the 1% rate has to set first. For example, in commission formula, assume "1% rate" as formula name, set
Now set the commission rule for the condition " 'Manager' gets 1% of sale made by his/her subordinates 'subordinate1' or 'subordinate2' ". Here, manager gets the override for sale made by two of the Rep's. Similar rule has to be set for rest of the subordinates in order to make a manager override of 1% on all sale.
Yes, the transactions responsible for recurring revenue have to be entered every month.
It does not matter if sales reps get access or not, you pay for the sales user-rep being set up.
The draw amount is taxable if it is provided through payroll. Example, if the salesperson is on a draw of $5,000. If in month 1, they earn $3,000 in commissions and you provide a draw of $2,000 to make the total amount equal to $5,000, then you will be calculating taxes on $5,000 worth of income. If in month 2, they earn $7,000 in commissions, then you would recover $2,000 for the draw you already provided leaving them $5,000 in income which is taxable. Generally the tax effect should wash out as you recover the draw.
If the draw is not provides as part of payroll and given as a separate check and treated distinctly as a loan, then it is not taxable. You may have to charge interest depending on the amount and term of the loan. There are imputed interest rules if the loan is over a certain amount and term. If the loan is forgiven, it will become income to the employee and will then become taxable. Different rules apply for owners of the firm. Your accountant may need to clarify further.
Every record in the application is actually 'owned' by the person entering the record. The users have access only to those particular records which has their id set in 'Owner' field. So if the sales person enters it, then he owns it and sees it. Other sales people do not see it. The administrator (master login) has higher level access and can see all the data.
To make the master record accessible to all Reps, set 'Owner' field of those records to "No Owner". In general, only the administrator can change the Owner of a record.
To make the master data available only to specific Rep, Owner field of the records can be assigned the Rep's user id. So, only administrator and specific Rep can access those records.
Yes it can be done. In Group page, which is available under Master Data menu, add a group called "Initial Trans" (or any other value) you want. While entering those selective transactions use this value in the Group field.
In the Plan, add another incentive called "Initial Bonus" (or any other name), then in the section where commissions are defined, select the option "Commission rate different by Group", fill Group = "Initial Trans" and set the bonus amount to pay.
Easy-Commission supports the following QuickBooks® Editions:
US Editions of QuickBooks® :
Canadian Editions of QuickBooks® :
UK Editions of QuickBooks® :
No credit card number is necessary for free trials.
Please refer "Pricing" page for pricing details.
You need a license for every user-rep record set up in the system. You have the choice of not providing access to a particular rep or user (and still calculate commissions for that rep), but the license fees will still apply.
Yes, commissions can be calculated for created as well as paid invoices. You can use the date field in transaction, to make the system consider it for commission calculation for that period. If invoiced transactions are to be considered then Date field should have invoiced date; for paid transactions it should have paid date.
No explicit cancellation of free trial account is needed. The account will automatically expire after 15 days. Please note that registration of free trial edition accounts do not involve any card information.
After the 15 day free trial period, the free trial account will be de-activated / cancelled. The free trial account will not be automatically converted into paid edition unless you decide to subscribe for paid editions by making the payment yourself.
No, Card information need not be provided for evaluating the product by free trial edition.
Yes, activation key allows you to activate your account with Easy-Commission where as password is the one that you provided during registration for log on. The activation key will be sent from Easy-Commission support to your registered email id. Only activated accounts can be logged on.
Easy-Commission supports only one level of override. I.e. Manager can get override commission for the sale made by Rep who is directly associated.
Currently it is not supported. But it is planned for future releases.
Yes, Easy-Commission can import from your QuickBooks® online account.
We can provide a copy of your data in Excel or CSV format. It will take approximately two hour to complete. Please contact ec_support for hourly rate information.
Customer and Sales data in excel can be imported to Customer and Transaction tables but not into Rep table.
Currently, Easy-Commission imports all of the invoice line items from QuickBooks® .
Yes. Easy-Commission logo can be replaced with your company logo using the Logo option available at Master Data > Company page inside the application. This option is available only in Regular Edition.
Once logged in, you can add user-reps to the current subscription in the About page, which is available under the Help menu. Your account will be immediately enabled for new user-reps so that you can proceed with setting up and paying commissions for those new sales reps. Our accounting team will be contacting you with the prorated subscription charges.
You can notify us about this request, at the About page, which is available under the Help menu using Feedback option. There will be no refunds provided for subscription reductions in the current subscription period. In the next subscription period, you will be charged for the reduced number of users-reps.
Key information from QuickBooks® will automatically get imported in. Customers and Products will get imported. Invoice transactions and credit memos will get imported. Please click here to get a more detailed explanation.
If this does not work for your needs, you can use our QCommission system, which CAN import almost all the data, transactions available in QuickBooks® .
We have limited Gross Profit functionality, since this can be done in a lot of different ways and it is hard to keep it simple and easy.As part of the import of Invoices from QuickBooks® , the system will bring in the cost found on the Item record for each invoice line. The difference between cost and sales amount on the invoice line will be shown as profit for the line. You can use this amount to calculate commissions.We do not calculate complex gross profit commissions using PO, Bills, time sheets, Customer jobs, etc.
If you summarize your invoice/sales records and enter/import it as a single line with pre-calculated Gross Profit, we can use that in calculations.
If this does not work for your needs, you can use our QCommission system, which CAN do all the complex Gross Profit calculations you need.
On an invoice line-by-line basis (not at a total Invoice level), you could use the formula to pay at higher rates when higher Gross Profit levels are reached. You may need assistance to get this formula setup.
If this does not work for your needs, you can use our QCommission system, which CAN do all the complex tiered calculations you need.
To keep Easy-commission affordable we do not provide any support prior to sales. It is a self-service free trial. If you need support, then you will have to subscribe to a minimum number of licenses. It costs only about $60 for a 3 month subscription for a minimum number of licenses.
At the time of registration, Easy-Commission sends out an email to registered email address with the subject "Activate your Easy-Commission account" containing instructions to activate your account. Once activated, you will be able to login and access your account. Please check your Junk/Spam email folder, if you haven't received the message in your inbox.
Currently there are no refunds provided for paid fee. Prior to purchase, to evaluate the application as per your commission needs, Easy-Commission offers free trial versions of the application, so that more time is available to evaluate before subscribing for a premium edition.
Similar to most web applications out there, we are expecting the users to train themselves with the demos and resources that are available in the website. Additionally, help pages can be used for guidance once you are inside in the application.
Considering the volume of customers and their uniqueness in commission process and plans, we are unable to create and support user-specific training manuals within the subscription pricing that we currently offer. However, we can provide templates for this, if you consider creating the document by yourself. If you still want us to create the document for you, it will be chargeable based on the effort involved.
As part of import from QuickBooks® feature, all of the items will get imported. However, after import, the "Commissionable" flag for non-commissionable items (Ex: Shipping Charges) can be set to "False" in Easy-Commission Product page. It will exclude all relevant sales transactions from getting calculated for commissions. This is just a one-time activity, since subsequent imports will retain this setting.
More information on QuickBooks® import is available here.
You can always change the cost of the relevant transactions to $60; after the data gets imported and before the commission gets calculated.
Yes. As part of invoice import, Easy-Commission brings in the credit memos too.
Yes, Easy-Commission will integrate with QuickBooks® premier 2011. The import from QuickBooks® will have to be initiated manually before calculating commissions for each period.
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