Commission Plan
A Commission Plan writes down how sales people are to be paid commission: on reaching a target, or as a rate on what they sell. It holds the target curve, the rates by item or item group, the periods and the sales people. It is a definition only: no screen or report in Businessflo works out commission from it.
What it is for
It records the agreed plan, so everybody reads the same rules. Paying the commission is done outside the sales screens.
Every field in plain words
General
| Field | What it means | What to put |
|---|---|---|
| Commission Plan | The plan code | Required |
| Name | The plan name | Required |
| Base On | Target or Achievement | Required. Fixed once created. Target shows On Target Commission and the Commission and Target tabs; Achievement shows the Periods tab |
| Commission Of | Whose sales | Required. Fixed once created. Sales Group shows the Sales Group field |
| Sales Group | The group, when commission is of a sales group | Required then |
| On Target Commission | The commission at 100 % of target | Required for Target |
| Effective Period from / To | The plan's period | Required |
| Payment Frequency | How often it is paid | Monthly, Quarterly or Yearly. Required |
Commission (Target)
The target curve: Target Completion (%), Commission, and OTC % (Commission as a share of On Target Commission). A new plan starts with 0 %, 50 % and 100 % lines, the last at the On Target Commission. Save sorts the lines by completion. The plan must have a line at 0 %, and no completion may appear twice.
Achievements
One line per rate: Type, Item No or Item Group, Rate.
Periods
Filled for you from the effective period and the payment frequency: one line per month, quarter or year, with Date From, Date To and a Target to fill. Only whole periods inside the effective period are listed.
Sales People
The sales takers on the plan.
Not supported
Calculating, approving or posting commission. Nothing reads the plan.
What it is connected to
- Commission Group and Commission Calculation Condition - other commission lists, also not read by any calculation.
If something looks wrong
- "The plan should have at least one target with an achievement rate of 0 %" - keep the 0 % line.
- "Item Variant - Line ID: ... is duplicated with Line ID: ..." - two lines of the target curve have the same Target Completion. The message's wording is wrong; the duplicate is the completion %.