Greytrix Sales Commission And Incentive Add-on for Sage Intacct The Ultimate Guide to Managing Commission and Incentives

1. Greytrix Sales Commission
And Incentive Add-on for
Sage Intacct
The Ultimate Guide to Managing Commission and Incentives
@greytrix

2. -------------------------------------------------------------------------------------------------------------------------------------------------------
@greytrix
Greytrix in a Glance
22+ 350+ 3 TOP 50+ 500+
250+ 15+ 5000+ 15+ Sage
Years in Business with Sage Business Partners
Worldwide
Global Sage Development
Partner Worldwide
IP Products Large and Medium
Enterprise Customers in
India
Sage Developers and
Consultants
Countries representation Blogs with 500K hits Sage Solutions
Representation
Distributor in India

3. Greytrix Sales Commissions and
Incentive module for Sage
Intacct simplifies commission
processing and ensures accurate
commission payment to sales
representatives.
Introduction
Greytrix Sales Commissions and Incentive
module for Sage Intacct simplifies commission
processing and ensures accurate commission
payment to sales representatives

4. Commission Payment
Native Application
Commission Calculation
Accounting Entries
Reporting and Inquiries
Key Features

5. -------------------------------------------------------------------------------------------------------------------------------------------------------
Benefits
Reduce commission calculation errors and facilitate timely payments
Motivate sales team with accuracy in commissions and real time visibility
0
1
0
2
Quickly setup commission structure to meet unique business requirements
0
3
@greytrix

6. -------------------------------------------------------------------------------------------------------------------------------------------------------
Commission
Structure
Salesperson/ Employee
Commission Type
Commission Group
@greytrix

7. Commission Type
• Setup commission structure by grouping items or services provided to customer
• Each distinct type with eligible % or fixed amount commission
Commission Group
• Setup commission group by sales teams and select product lines or services they are eligible to sell
 Assign Commission Type
 Assign Employees
Commission Group
• Setup commission group by sales teams and select product lines or services they are eligible to sell
 Assign Commission Type
-------------------------------------------------------------------------------------------------------------------------------------------------------
@greytrix
Commission Structure

8. -------------------------------------------------------------------------------------------------------------------------------------------------------
• Employee/ Salesperson using standard employee screen
• Specify commission payment method:
 AP Bill
 Journal Entry
 Manual
• AR Customers: Assign single or multiple salespersons to customers through commission group
• Items: Associate item/product line to commission type
• AR Labels or GL Accounts: Associate labels or accounts to commission type
@greytrix
Set Up Commission

9. -------------------------------------------------------------------------------------------------------------------------------------------------------
@greytrix
• Commission Calculations on Order Entry Transactions
 Sales Order/Sales Invoices/Sales Credit Memo
 Commission Group & Commission Type at line item level
• Commission Calculations on Accounts Receivable Transactions
 AR Invoice
 Commission Group & Commission Type at line item level.
 Commission will be calculated and displayed at line item level
Calculate Commission
Post Commission
• Employee Commission: Split among the employees as per the split %.
• Commission Expense Posting
 Post commission expenses to General Ledger.
 Option to post while invoicing or upon commission payment

10. • Pay commission on fully paid invoices or unpaid invoices
• Commission Payment methods
 Manual Payment: User will manually process commission paid entries
 AP Bills: System will generate AP Bill against the linked Vendor
 Journal Entry: System will generate General Ledger entries in desired journal and general ledger
account.
-------------------------------------------------------------------------------------------------------------------------------------------------------
@greytrix
Pay Commission
• Invoice Commission Report
• Employee Commission Report
• Commission Payment Report
Commission Reporting

11. -------------------------------------------------------------------------------------------------------------------------------------------------------
Greytrix Sales Commission and
Incentive Add-on for
Sage Intacct
@greytrix

12. -------------------------------------------------------------------------------------------------------------------------------------------------------
@Greytrix
@greytrix
@Greytrix @greytrixsage
www.greytrix.com sagecloud@greytrix.com
THANK YOU
Salesforce
Sage X3 Sage CRM
Sage 300
Sage 100
Sage
Intacct
Consulting