Setting Up a Commission Plan - Main Procedures

The following procedures are provided for the setup of a commission plan. This plan determines the incentive that the representatives will see in the Organization/Incentives screen.

The Commission Plan definition is performed on the fields in the right-hand part of the Commission Plan page.

Note:    You can set any parameter regardless of its position in the screen. However, for the sake of order, the description is provided from left to right.

To define a Commission Plan, the main procedures are as follows: 

  1. Perform a definition of each field (parameter) for each Commission Element
  2. Press Calculate button
  3. Check results in the Incentives field (Organization/Representatives) for each representative
  4. Perform adjustments in the Commission Plan if necessary.

These procedures are described in the next articles.

 

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