Transaction: In QCommission, invoices are referred to as transactions, which are issued to customers to record the sales. Invoices can be imported from QuickBooks, Excel, text files, or can be entered manually. A single transaction may contain many sales items and these items are referred to as transaction lines. In short, a single transaction may contain many transaction lines. The transaction ID is the common identifier for all these transaction lines. Users may adjust the values of sales amount, gross profit, payee, or territory using the transaction Maintenance screen.
Incentive: Incentives are paid based on the performance of a payee. Incentives may differ from one company to another. Incentives are used to calculate payouts.
Payee: The payee form contains information about the sales force whose payout is made based on the performance. A payee may be a Sales Representative or a Sales Manager whose payout is calculated based on plan rules. In QCommission, only one sales commission plan can be associated to a payee.
Product: Product refers to an item that has physical characteristics or services offered to the customer. Products can be imported directly from QuickBooks or may be entered manually. The product hierarchy is displayed based on the respective product levels.
Customer: In the Customer screen, you may view and set all customer details. Customers may be imported from QuickBooks, or can be entered directly into QCommission using this form. The customer hierarchy is displayed based on the respective customer levels.
Rate Lookup: A Rate LookUp table is provided to setup commission rates. The commission rates that are obtained using this Rate Lookup will be used in plan calculation to determine the payout amount. Basic Lookup, Tier Rate Calculation and Simple Commission Rate are the three types of Rate LookUps provided in QCommission.
Sales Organization: Sales organization structure represents the relationship between the territories in your company. It establishes the reporting hierarchy between lower and higher levels; For example, an organization's top-most level will be the company; beneath the company level is the region that reports to the company, and then territory reports to the region.
Calendar: The Calendar defines the time period and frequency used in your plans. The calendar is established during the company setup process. The time periods are generated automatically by specifying the fiscal year and fiscal start date.
Company: The company information is entered into the system during the Company Setup process. It provides information about the company's address, phone number and other miscellaneous details. In QCommission, only one company can be set for the fiscal year. you may update the Company information in this screen.