Simple Flat Rate Commission Rule |
This document helps you to gain an understanding about how to use EasyCommission application. The example rules may help you to set up the sales commission rule that pays flat rate commission for any sale made to particular customer. The rule data is in effect for the Commission year 2008.
The document has four sections
- Maintenance Data – Explanation of pre-requisite data such as customers and products
- Commission Setup – Explanation of commission formula and commission rules setup
- Calculating Commissions – Explanation of running the calculation
- Commission Statements – Commission Statements, export of statements.
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Maintenance Data |
| The maintenance data are the pre-requisite data that are used in calculation rules to calculate the payouts. This section covers all the setup data necessary for processing. |
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Commission Schedule |
| The commission schedule is set for the commission year 2008 and it starts from January 1, 2008 to December 31, 2008. The commissions are paid out monthly. |
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Rep |
A Rep may be a Sales Representative or an agent who gets commission payouts.
'Randy' and 'Brandy' are Sales reps and 'Smith' is Sales Manager.
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Rep List Page |
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Rep Detail Page |
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Product |
Product refers to an item that has physical characteristics or services offered to the customer. Products can have specific commission rates in some cases. |
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Product List Page |
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Product Detail Page |
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Customer |
Customer is the individuals or firms to whom the products are sold. Sales to a specific customer can be credited to a particular Rep. |
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Customer List Page |
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Customer Detail Page |
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Transactions |
In EasyCommission, transactions are typically sales data such as orders, invoices or customer payments. The transactions will have information such as sales amount or gross profit. Transactions get credited to different Reps prior to calculating commissions. |
Transaction List Page |
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Transaction Detail Page |
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Commission Setup |
The commission setup are basically the rules of calculation for payout for any Rep.
The Simple Flat Rate Commission Rule is one of the simpler rules. The rep will be credited for specific customer related sales. There is a single commission rate for each sales rep. |
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Commission Formula |
The commission formula specifies the actual rate of the calculation to be used. These rates can be shared by many reps, or can be used by all reps. |
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Commission Formula List Page |
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Commission Formula Detail Page |
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Commission Rules |
The commission rule specifies which transactions should be credited to which sales rep and which commission rate calculation to be considered. In this example, all sales for a particular customer are credited to one sales rep.
Transactions for "Acme, Inc" are credited and paid to "Randy Rep", and the transactions for "ABC Ltd" are credited and paid to "Brandy Rep". |
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Commission Rules List Page |
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Commission Rules Detail Page |
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Calculating Commissions |
You may calculate all the rules for the current period by selecting "Calculation Process" from Tools Menu |
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After clicking the calculate button, process kicks and display the process status as complete once all the reps commission are calculated. |
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Commission Statements |
After running the calculation process, the system produces commission results for each rep. Results can be checked by looking at the commission statements. |
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Statement for a Rep can be looked at just by selecting the relevant Rep Name from the drop down. For example to view Randy's statement, just clicks Rep Name drop down and select 'Randy'. |
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