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This will determine if you want to give a sales rep credit for the sales if they are on an invoice that is past due.  For example, if you choose 90 days and an item is on an invoice that is 95 days past due, the sales rep will not get credit for the sale.

This will determine if you want to give a sales rep credit for the sale of an item after it has been delivered.  If the item isn’t paid for by the number of months you choose, the sales rep will not get commission for the item.

The number of days a sales reps has to review the previous periods commissions.  For example, if you choose 10 days, the sales rep will have 10 days to review last month’s commissions to approve or reject the amount.

Specifies which date is used to determine what the commission plan is in effect. By default, the system will use the sale date on the order to determine which commission plan was in effect at that time. It is also possible to use the issue date (for advertising sales only) to determine what commission plan is in effect. For example, a user could have a comp plan set to 1/1/2017 with a commission rate of 5%, and the same user also could have a comp plan of 1/1/2018 with a commission rate of 6%. In this scenario, if using the issue date to determine the plan, an ad item on an issue with a reporting date between 1/1/2017-12/31/2017 will get a rate of 5% and any ad item with a reporting date of 1/1/2018 or later will get a rate of 6%. These ad items could be on the same order but result in different commission rates being applied.

You can split up commissions for an order based on publication/brand and rep.  You can choose which publication/brand should be split and assign the amount of the split to each rep associated with the company. Each rep must also have a commission model and plan.

You will not be able to create an order for a company that doesn’t have an order split. You will find the option to split a rep’s commission on the Company Details page. When you click on the edit link, you will need to select a publication/brand and rep. Once you have all of your reps selected, you can choose the order split percentages.  The percentages must equal 100%.

You can give your sales rep a commission kicker, based on sales attainment.  The attainment kicker is based on the total contract value sold in a year or the total value of invoices sales in a year.  Once a rep sells enough to reach that goal, they will get the bonus amount on the last day of the commission period when they achieved the goal.  You can view the commission attainment report to track your reps progress.

If you choose to make your commission attainment based on invoice sales, you need to determine how long you wish to credit your sales reps orders. Enter the number of days after the order sales date that the order must be invoiced in order for the sales rep to get credit.  For example, if you set the period to 90 days but the order isn’t invoiced until 120 days after the order was sold, the order will not count for the sales rep attainment goal.

You can modify your commission calendar under the Settings > Users > Commission Calendar. If you don't make modifications, your commission calendar will be by calendar month.

If your payout periods are not in a calendar month, you can edit each period to start and end in different months. For example, if you pay out commissions on the 10th and 25th of a month, you may want to set up your calendar to start on the 11th of the current month and end on the 10th of the next month.

Start by choosing the start month. In this example, I want the January period to include everything from the 11th of January to the 10th of February. The start month will be January with a start day of the 11th. The end month will be February with an end day of the 10th. Now, any commission that is eligible from the 11th of January to the 10th of February will show up in the January period.

You need to setup your commission calendar each year. You can clone your previous year calendar to get started and then modify.

You can create a new Group under Settings > Users > Commission Groups.

Click on Add Commission Group and assign a name and percentage. Then you need to edit the Group to assign which products should use the Group percentage.

You can go one step further by editing a user's group percentage to be different than the group percentage. For example, let say you want to create a sales incentive to sell Widget XYZ so you create a commission group percentage of 20%. Any time a user sells Widget XYZ, they will get 20%. But if one user should get 30%, you can override the group percentage on their account.

You can disable the Group at any time if you want to have a Sales Campaign for a month to clear inventory, but don't want it to apply all the time.

You can create your incentives under Settings > Users > Commission Kickers.

Click on Add Attainment Kicker to create a target for all reps. You need to set the year to apply the attainment, the threshold to hit, and the amount. The year determines what commission periods to apply the kicker. The threshold is the amount the rep need to reach. The Kicker is the amount they will receive if they hit the target.

You can have multiple attainments for the same year. But you need to choose the attainment method in your configuration. If you choose Invoice sales as your basis, make sure to also choose the Invoice period.

You can also set up goals by month based on contract goals. Contract sales are based on overall contract value and nothing to do with when items are delivered.

Click on Add Goal Kicker and assign Year, Threshold, and the Kicker % or $. The year determines what commission periods to apply the kicker. The threshold is the % of the goal the rep needs to reach since reps will likely have different values. The kicker can either be a flat amount or a percentage of the goal.

You can have multiple Goal kickers. You could set up one kicker for hitting the Goal and then another kicker for every 10% over the Goal they hit by creating a kicker of 100%, 110%, 120%, etc.

To use the Model A, edit your User’s information and select the model and a plan.

With Model A, the commission will only show up as eligible in the Sales Rep Commission Report if the entire line item is paid for. Before the item is paid, the commission amount is estimated and can be updated.

The day after a line item is completely paid, you will see the commission in the Sales Rep Commission Report.

If you use Master invoices, it is possible for some line items to be paid out before others. To know if a line item has been completely paid, you can check the Orders tab of the company and see the cash balance of the line item. Only items with a Cash Balance of Zero will show up on the commission report.

To use the Model B, edit your User’s information and select the model with a commission plan.

You can select Model B with any of the Commission types.

With Model B selected, the commission will show up as eligible if a payment is made to the line item. This means the commission can be paid out over a longer period of time. Before the item is paid, the commission amount is estimated and can be updated.

The system will pay out the commission % based on the amount paid.

The line item’s commission will now be executed and eligible for payment.

The line item will now show up as executed on the line item.

To use Model D, edit your User’s information and select the model with a commission plan.

You can select Model D with any of the Commission types.

With Model D selected, the commission will only show up as eligible in the Sales Rep Commission Report if the entire line item is invoiced. Before the item is invoiced, the commission amount is estimated and can be updated.

You must invoice the line item for the commission to be eligible.

The commission will now be executed and eligible for payment.

The commission will now show up as executed on the line item.

To use Model E, edit your User’s information, and select the model with a commission plan.

With Model E selected, the commission will only show up as eligible in the Sales Rep Commission Report if the item has been invoiced, and the delivery date has occurred. The delivery date varies based on the type of product.

Credit Memos will be recorded as negative commission amounts for any item that is commissionable in the month the Credit Memo is issued for. Negative amounts will not roll into the next month.

Item delivered but not invoiced – not commissionable

Item invoiced but not delivered – not commissionable

Item invoiced AND delivered – is commissionable in the month that both conditions are met

To use the Standard Plan, edit your User’s information and select the plan. You can select one base percentage for all items sold.

You can add additional base percent based on publications or commission groups if desired. 

For an ad item that is priced at rate card price, this rep will get 100% of the Net Due amount.

If the rep discounts the item, the user’s commission percentage will decrease by the same percentage of the discount.  In the below example, the user discounted the rate card by 10%.  This means their base commission percent will be lowered by 10%, so the commission on this item will be 9% instead of 10%.

If the rep up-charges the item, the user’s commission percentage will increase by the same percentage of the upcharge.  In the below example, the user up charged the rate card by 10%, so the rep’s base commission percent will be increased by 10%, so the commission on this item will be 11% instead of 10%.

To use the Flat Plan, edit your User’s information and select the plan.

You can select one base percentage for all items sold.  You can add additional base percents based on publications or commission group if desired.

For any sold item, the user will get 10% of the Net Due amount.

To use the Item Type Plan, edit your User’s information and select the plan. You can select one base percentage for Print, Digital, or Service sales.

You can add additional base percent based on publications or commission groups if desired.  For a print ad item, the rep will get 10% of the Net Due amount.

For a digital ad item, the rep will get 15% of the Net Due amount.  For a service item, the rep will get 20% of the Net Due amount.