As an introduction to exceptions, this graphic shows the basis for the logic and then the three options.

All commissions are based on preliminary set up for users and sales teams. Users and Sales Teams are adjustable under Home > Settings > Sales Teams.

In Repfabric, a sales person or staff member is called a user. Those users are added to sales teams. If they are on the sales team they both have visibility and can be included in how commissions are split to that account.

On the left are three example manufacturers (principals). In the middle is sample customer A assigned to the Mark Sales Team. Customer B is assigned to the Mark and Paul team.

There are four ways to split $100 of commission when it flows in through your commissions import or reconciliation process.

The default is whatever is assigned to the sales team. To edit the split for a sales team, go to Home (four white lines in the upper left corner we also call the global menu) > Settings > Sales Teams > Click on the team you want to edit then click on the tab “Sales Team Split % Setup.”

If that default split does not manage the type of split you want, you can over ride it with one of three methods.

One is the customer exception …

This can compensate for any combination of customers (even all) or principals. If there is a combination not available from the sales teams that exist, you can create House 50/50 or Mark/Paul 80/20 as an example.

The second is a part number exception …

This method does require that the part number exists in the import data and that the part number column is mapped. Sometimes, a mock number can be created to cover a “first time” bonus plan that does into effect for the first 90 days. Then after the 90 days you can delete the exception.

A third method to override the sales team default is the Purchase Order Exception. In the same Data Management menu, choose PO Exception.

If there are two exceptions that conflict with one another, from the exception table you can manually chose which one supersedes the others. Get everything imported, aliased and posted. Next, if you want the sales team exception to override the part number exception, far over to the right there is a blue button with a white arrow. When you click that, it overrides the other exception. The timing of that action is what causes the override. In other words, the last one to be clicked is the final rule.

For help on this topic, please email support@repfabric.com.