Plans and tiers
Beneficiary, basis and period are chosen at the top of the plan; tiers are entered as a lower bound, an upper bound and a rate. One row makes a flat-rate plan, several rows a tiered one, so the rate changes as the amount grows.
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Module Detail
Commissions
You turn who-earns-what-from-a-sale into a rule. A plan sets the beneficiary (a sales rep or the partner who referred the deal), the basis (revenue, gross profit, a quantity scale or tiered revenue) and the period (per transaction, monthly, quarterly). Tiers are entered as a lower bound, an upper bound and a rate: one row is a flat rate, several rows make a tiered scale. A plan is assigned to one or more reps. When an invoice is issued the commission record is born on its own: the base is the invoice's own amount and the rate comes from the tier the amount falls into. Records move through pending, confirmed, earned and paid, and the report gives, per beneficiary, how much is waiting and how much has already been paid.
Key capabilities
Assignments
One plan can be bound to several sales reps, and one rep can appear in several plans. An assignment carries a validity date, so a past period keeps the rate it was computed with even after the plan changes.
Born from the invoice
Commission is never typed in: the base is the invoice's own amount, the rate comes from the plan's tier, and the commission is the product of the two. Every record carries the invoice it came from.
Status flow
Pending, confirmed, earned, invoiced, accrued and paid. Until it is paid you can read from the screen where a commission is waiting; a cancelled record never enters the totals.
Calculate period
Monthly and quarterly plans compute on the period total, and one button regenerates the chosen period's records from the plan's current rule.
Commission report
Pending, earned and paid amounts total per beneficiary on a single row, so who has built up how much and how much of it has been paid shows at a glance.
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