Intro – Commission Setup #
Acci.cloud offers built-in commission tracking features, supporting a wide range of compensation models. These include basic fixed-rate calculations, commission tiers, individual sales rep or team-based plans, and options for sales quotas. You can also create one plan for all or tailor plans for different territories and incorporate bonus incentives or override commissions. Once enabled, the system automatically tracks, calculates, and delivers results to payroll for payout.
Enable Commission Tracking #
Commission tracking is not active by default.
- Go to Sales Performance on the left sidebar, and select Commission Setup
- Select “Enable Commission” option
Once commission is enabled, all sales entered through ‘Invoice’ or ‘Receipt’ are credited to the specified sales representative. While you can disable commission tracking, it’s not strongly recommended because you will lose commission data for the inactive period. For example, if you disable tracking for a week and then re-enable it, the system will not retrospectively calculate commission for that week. This could result in your sales representatives losing out on their earnings.
Commission Model #
Acci.cloud offers 3 commission models; you can choose one that fits your business requirement.
- Simple Fixed Rate: Sales rep get a fixed commission rate for all commissionable products/services.
- Product Based: Commission rates vary by product. This approach suits companies with diverse product lines where profitability differs, with some items having high margins and others having small margins.
- Advanced: If simple fixed rate and product-based rate model do not meet your business need, use the advanced model which offers flexible and comprehensive commission system. The advanced capability is delivered through commission plan. Advanced features include
- Tier commission
- Different rate or flat amount on each tier
- Bonus can be added up
- Sales Quota + Attainment
- Monthly Sales Quota (January – December)
- Sales Team + Sales Splits
- Multiple plans. Employee earns commission from single or multiple plans.
- One rep or team can have multiple commission plans assigned.
- Set plan over specific target
- Sales Territory
- Segment / Industry
- Specific Customer
- Product Category
- Brand
- Specific Product Item
Simple Fixed Rate #
If you select ‘Simple Fixed Rate’ commission model, enter the following fields.
- Fixed Rate %: Enter the commission rate used for calculation.
- Commission Base: Select the base amount type to be used for calculations
- Gross Sales
- Net Sales
- Gross Profit
Product Based Rate #
If you select ‘Product Based Rate’ commission model, system will bring you to ‘Product Based Rate’ page. This page lists all product items, and you have to enter the commission rate for each item.
- Commissionable: If item is not commissionable, do not check this option.
- Rate %: If the item is commissionable, enter its commission rate.
Override Commission #
Override commission is an additional sales commission given to managers based on the sales performance of their team.
- Select ‘Override Commission‘ checkbox if your company provides this option.
- Override Base: Select the base amount type to be used for override calculations
- Subordinate Commission
- Subordinate Total Gross Sales
- Subordinate Total Net Sales
- Override Rate: Enter the rate used for calculation.
Credits #
While sales invoices contribute to sales rep commissions, how about customer’s credit. Does it affect sales rep commission? If yes, check the following checkbox.
-
Do Credit Note and Sales Return reduce sales commissions? Option
