Manager Override Commission Plan

This document helps you to gain an understanding about how to use Easy-Commission application. The example plan may help you to set up the sales commission plan that pays the manager an override of 2% of sale made by the subordinates. The plan data is in effect for the Commission year 2017.

The document has four sections

• Maintenance Data – Explanation of pre-requisite data such as customers and products
• Commission setup – Explanation of commission plan setup
• Calculating commissions – Explanation of running the calculation
• Commission Statements – Viewing Commission Statements, export of statements.

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.

Commission Schedule

The commission schedule is set for the commission year 2017 and it starts from January 1, 2017 to December 31, 2017. The commissions are paid out monthly.

Rep

A Rep may be a Sales Representative or an agent who gets commission payouts.

'Sample Randy' and 'Sample Brandy' are Sales reps and 'Sample Smith' is Sales Manager.

Rep List Page

Rep Detail Page

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.

Product List Page

Product Detail Page

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.

Customer List Page

Customer Detail Page

Transactions

In Easy-Commission, 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

Transaction Detail Page

Commission Setup

The commission setup is basically the rules of calculation for payout for any Rep.

The Manager Override Commission Plan is one of the simpler plans. The manager will be credited and paid for specific rep related sales. There is a single commission rate for each reps sale.

Commission Plan

The commission plan specifies which transactions should be credited to which sales rep and which commission rate calculation to be considered. In this example, manager 'Sample Smith' gets 2% override on sales made by the subordinates Sample Randy and Sample Brandy.

Commission Plan List Page

Commission Plan Detail Page

Calculating Commissions

You may calculate the plans for current period by selecting "Calculate Commissions" from Tasks Menu.

After clicking the calculate button, process kicks and display the process status as complete once all the reps commission are calculated.

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.