1. How do I create a plan for a payee?
2. Can I use the same plan for different payee of the same category?
3. How many incentives can I set for a payee?
4. If I want to give commission for a payee at different intervals in a year, how can I do it?
5. If I do not set quotas/goals, will I be able to calculate commission?
6. I want to give payee commission with respect to a particular transaction, customer, and product; can I do the same in QCommission?
7. How many credit rules can I assign for a payee?
8. How does credit rule affect my calculation?
9. What are the different criteria available while setting a credit rule?
10. What is Expression builder?
11. How does an Expression builder work?
12. What is a variable in QCommission?
13. In how many ways I can calculate Sales Commission?
14. I want to calculate commission just for one Payee; can I do that?
15. I want to give a minimum payout amount irrespective of the calculated commission; can I do the same with QCommission?
16. Can I limit the amount to be given to payee if his commission exceeds a certain amount?
17. Where can I get sample plans and data?
18. What is Event based crediting? How is it used to calculate commission?
19. What are the different options used to calculate Gross profit, while importing from QuickBooks?
20. Is it possible to set the calculation order for the plans? If so how?
21. Can I set calculation order for the incentives? If so how?
22. I want to schedule my calculation process/import process. How could I do?
23. What are the data that will be carried forward when moving to the next fiscal year?

With Plan wizard, you can create a plan for a payee.

2. Can I use the same plan for different payee of the same category?

Yes, the entire plan of one payee can be copied to another payee by selecting the option "Model from other payees plan". This reduces a lot of typing work especially in cases where the plans are identical.

3. How many incentives can I set for a payee?

You can create many incentives for a single payee plan.

4. If I want to give commission for a payee at different intervals in a year, how can I do it?

You can set different payout frequencies like monthly, quarterly, half yearly and yearly as you desire to incent a payee at different intervals.

5. If I do not set quotas/goals, will I be able to calculate commission?

It is not mandatory to set quotas to calculate commissions. You can set the incentives purely based on attainment and calculate commissions.

6. I want to give payee commission with respect to a particular transaction, customer, and product; can I do the same in QCommission?

Yes, you can incent the payee with commission for a particular payee transaction, customer and product by setting the option in the "Additional Crediting Instruction" tab of Set Credit Rule form of the Plan.

7. How many credit rules can I assign for a payee?

For an incentive you can create many credit rules for a payee.

8. How does credit rule affect my calculation?

Credits represent the actual records of performance achieved by a payee. Crediting process executes transaction data through credit rules to determine credit distributions and generates credit records for payees and organizations and/ or managers based on the credit rule settings. In general, any plan that bases credits on transaction data will use credit rules to generate credit records. For example, if a payee receives 100% of the sales amount for a transaction, the rule must be setup in the plan.

9. What are the different criteria available while setting a credit rule?

In the plan, you are allowed to set many criteria while creating credit rules. Basic Crediting Instruction does a basic selection on the payee or payee manager in addition to the credit amount. Additional Crediting Instruction filters transactions based on the criteria selected from the drop downs; for example, you can select territory, customer, product or transaction from the pull-down list. You may set the payout rate/amount as flat amount in-order to calculate the payout amount.

10. What is Expression builder?

The expression builder allows you to create many complex expressions in the plan during calculation and summarization processes. The expression builder contains many predefined variables, operators and parenthesis, which are used to create arithmetic or logical expressions. These expressions may be used as a criteria, or additional calculation to calculate the payout amount.

11. How does an Expression builder work?

Expression Builder is another method to calculate commission in addition to Standard Payout Calculation and direct entry of payout amount. Using the displayed set of variables and operators, you can create more than one arithmetic and logical expressions. Click on Variables or Operators to view its sub options. The highlighted value in the right hand side box is selected when Paste button is clicked.

12. What is a variable in QCommission?

In expression builder, you can create one or more arithmetic or logical expressions using variables. These expressions can be setup as a criterion so as to calculate the payout for a payee.

13. In how many ways I can calculate Sales Commission?

In QCommission, there are three different ways to calculate the payout:

QCommission lets you to execute the plan for a single payee. In the Plan Statement, you can carry out a lot of exciting actions. Action button on the plan statement provides many features including Calculate Plan that calculates the payout for the particular plan.

15. I want to give a minimum payout amount irrespective of the calculated commission; can I do the same with QCommission?

Yes, you can set the minimum amount for payee by means of specifying the draw amount by which a payee is eligible for a minimum payout amount.

16. Can I limit the amount to be given to payee if his commission exceeds a certain amount?

Yes, if the commission amount is large, the payout amount will be adjusted against the cap amount set in the summary payout of the plan. Cap is the upper limit for earning commission.

17. Where can I get sample plans and data?

You can view the Planwizard and data in our website How QCommission works

18. What is Event based crediting? How is it used to calculate commission?

Transaction Status can be considered based on the Events like Invoiced, Shipped, Ordered or Paid. QCommission allows to set the credit, calculate and pay the commissions based on these events.

19. What are the different options used to calculate Gross profit, while importing from QuickBooks?

QCommission provides different options to calculate Gross Profit while importing from QuickBooks. It calculates the Gross Profit based on the Costs from Item List/ Costs from Estimates / Costs from Purchase Order.

20. Is it possible to set the calculation order for the plans? If so how?

Yes, It is possible to set the calculation order for the plans. You can set the calculation order for the plans at the time of creating a plan using Plan wizard.

21. Can I set calculation order for the incentives? If so how?

Yes, You can set calculation order for Incentives. You can set the calculation order for Incentives at the time of creating a plan using Plan wizard.

22. I want to schedule my calculation process/import process. How could I do?

Batch maintenance enables you to create and schedule batches for the calculation process and import process.

23. What are the data that will be carried forward when moving to the next fiscal year?