Sales Commission Application for Sage Intacct is beneficial for Sage Intacct users to calculate and pay a sales commission to the respective salesperson to achieve better efficiency and save time in calculating commission, excluding tedious work of manual commission calculation. So using this application, Sage Intacct users can easily define commission rules and automate commission payments on sales transactions.
Commission Structures and Rules
Setting up a commission structure is the critical component for the functioning of the Sales Commission app. In this module, users need to set up commission structures as per their business requirements.
Key Components in commission structure
1. Commission Type
Commission type is a section in which we define how much commission we are providing a salesperson for a sale of a product line or any other services like any maintenance given to our customers. Using commission type, we can set up the how much percent or the flat amount we are offering as a commission. After installing the application, you will get a custom screen as shown below to create the commission Types.
Commission Plans and Commission Plan are dependent on each other for commission calculations. Multiple Commission levels can be defined in a type to apply different commission percentages or amounts depending on sales.
2.Commission Group
We can consider a commission group as a commission Plan or a sales team, which consists of multiple salesperson teams; we will make the commission plan as per the requirements. Use Commission Plans to select commission structures based on the nature of business
After creating the commission group, we need to assign the commission type based on how much amount or percentage we are paying to the salesperson as a commission.
Multiple Commission Types can be assigned in a single Commission Plan or group, based on this, calculations are carried out. Within the same commission plan, we select associated salesperson that are considered as an Employee in the Sage Intacct. Depending on a sales team, there will be one or multiple salespeople within the same commission plan to maintain a split percent of the calculated commission amount between the sales team.
It is possible to assign multiple Employees in a plan who would share a certain split percentage in the calculated commission.
We have another facility to import the commission structure based on .CSV file. So we defined a Template for importing the structure. Using that, we create a commission group, assigning commission types and Employees to the commission plan. It is easy and simple for users to use and implement.
About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.
Greytrix has a wide product range for Sage Intacct- a Cloud ERP. This includes migrations from QuickBooks | Sage 50 | Sage 100 | Sage 300 to Sage Intacct. Our unique GUMU™ integrations include Sage Intacct for Sage CRM | Salesforce | FTP/SFTP | Rev.io | Checkbook | Dynamics 365 CRM | Magento | Rent Manager | Treez | Avalara Avatax | Blackline SFTP. We also offer best-in-class Sage Intacct Development Services, Consulting services, integrated apps like POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage Intacct to Sage business partners, resellers, and Sage PSG worldwide. Greytrix constantly develops apps, products, and add-ons to enhance user experience. Sage Intacct add-ons include AR Lockbox File Processing.
Greytrix GUMU™ integration for Sage CRM – Sage Intacct, Sales Commission App for Sage Intacct, and Checkbook.io ACH/Digital Check Payments for Sage powered by GUMU™ are listed on Sage Intacct Marketplace.
The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.
For more information on Sage Business Cloud Services, please contact us at sagecloud@greytrix.com. We will like to hear from you.