Background

Does your commission rate change with every order you receive based on whether the product was designed in your territory (by you),  whether it ships into your territory, or whether the order itself was placed by the purchaser in your territory even if it did not originate there?    If each order hs different combinations of these credits which change your commissoin rate on each order, you can enable the ability to select which percentages of commission that apply to each order.

Prerequisites:

  1. You should be tracking orders in Repfabric prior to generating commissions using the Order module
  2. Your commission rates change on a per order basis whether specification, order origin, and destination are in your territory

How to select which commission rates apply

  1. Please follow the configuration steps (shown below in the configuration section) in order to enable these options

From within the web portal

  1. Create the order as you normally would for a selected manufacturer that splits your earned commission by specification, origin and/or destination, as instructed in Order tracking tutorial.
  2. Once the manufacturer is selected, you’ll notice several more buttons appear mid-page within the order detail screen.  For this order, select which commission conditions are applicable to this order by selecting each checkbox that applies for specification, origin and or destination credit.
  3. Notice the projected commission amount sums according to the sum of the commissions rate credits you have chosen.  Confirm these are correct or overwrite them to correct the proper commission rate.

The projected commission now applies more accurately to this specific order, and you can ship the order to create the invoice(s) and or reconcile with the invoice(s)’ paid commissions following the rest of the order to commission reconciliation process.

NOTE: if you enter the commission rate incorrectly, you must correct it at the line item level which will be reflected on the header.

From within the Email Add-in (Outlook and Gmail)

Similar to the web portal, create an order from the email add-in.  If the manufacturer has multiple commission rates configured for origin, spec and destination credits, you can similarly select the correct commission rate credits that apply, or modify them right from the email add-in as shown below.   (Outlook shown)

Configuring Multiple Commission Rate credits

Prerequisites

Gather your commission rates for origin (order placed by a purchaser in your territory), specification (the product or model was designed into the specification in your territory), and destination (product ships into your territory) for each product line or brand that applies these types of credits.  For order tracking in general, you must also receive copies of orders from either your customer or your line as well.

Configuration Steps

    1. Enable the “Multiple Commission Rates” feature in Application Settings. Settings> Application Settings > App Custom Features tab.

Select the “Enable multi-level commission rates.”Enter your default commission rates. Go to Settings >  Subtables > Commission Defaults

  1. Click the New button to select the line or brand and left click the Save button to configure the line’s defaults, including multiple commission rates.
  2. For each option, add the percentage of commission you earn when you are credited for the spec, origin or destination.   Note, for the electronics market, you generally will not use the Origin option, but configure the Spec and Destination option to track your splits at reduced commission rates for products not purchased in your territory.

NOTE: if you plan to use the “Projected Cash Flow” reports, set your lag time for commissions to be the appropriate time it takes your line to pay you