Commissions Conductor

Key features

• Built inside Acumatica and connected with all your data
• Creation of multiple Incentive/Commission plans
• Creation of multiple sales roles
• Definition of Multiple Sales Agents in the system
• Commission rates applied on multiple targets, such as revenue, cost, margin, quantity, or customs
• Incentives calculated and paid on the desired frequency (weekly, quarterly, yearly, etc.)
• Sync your commissions by running them on a schedule
• Self-service for sales agents to audit their commissions and review their own performance
• Pay commissions on payroll for your employees
• Sales agents can be paid via multiple methods: payments and payroll
• Create commission reports and mail them to your sales team with a single click
• Pre-built dashboard for an interactive experience
• Mobile dashboards
• Track and pay KPIs
• Adjust commission amounts when receiving returns or credit memos
• Reduce the commission rate based on the time the invoice is closed
• Establish sales roles hierarchies
• Sales agents can be active or inactive over time, in different sales roles
• Sales agents can be subscribed to multiple Incentive/Commission Plans
• Incentive/Commission Plans can be by product, seasons, or sales roles
• Give money in advance to your sales team (Draws)
• Pay commissions by cutting checks to your sales vendors
• Accrue your commission expenses
• Create specific incentives by products, territories, and custom fields
• Create specific incentives by seasonality
• Set quota goals
• Define a tiered structure combining up to 3 different variables that can be pre-built or customized
• Commissions paid when the invoice is booked, partially paid, fully paid, or based on custom criteria
• Adjust the cost of goods following any criteria you want
• Incentives pulled from multiple sources, such as invoices, sales orders, and custom tables
• Inquiries to audit and get detailed information
• Commissions specific by roles
• Sales agents’ content controlled by Acumatica User ID
• Restrict the way sales agents update/insert/remove commission parameters on sales documents