Commission Integration in Dash SaaS

Introduction

In the dynamic landscape of modern organizations, Commission Add-Ons emerge as the driving force behind streamlined compensation management. These specialized software components are designed to efficiently handle and calculate commissions or incentives for sales teams, partners, and employees. The beauty of a Commission Add-On lies in its adaptability, tailored to meet the unique needs and intricacies of each organization’s commission structure.

One of the pivotal facets of a Commission Add-On is the setup of Commission Plans. These plans serve as the backbone of sales and compensation management systems, defining how individuals or teams are rewarded for their hard work. Commission Plans come in various forms, such as percentage-based and flat-rate commissions, each tailored to specific use cases. They serve not only as financial incentives but also as powerful motivators, aligning individuals and teams with the overarching goals of the organization. As we delve into the intricate world of commission plans, we unveil the multifaceted reasons why they stand as a cornerstone of modern businesses, driving success, motivating individuals, fostering alignment, and ultimately contributing to revenue growth.

How to Install the Add-On?

To Set Up the Commission Add-On you can follow this link: Setup Add-On

How to Use the Commission Add-On?

• Once the purchase is complete, you can find the Commission Add-On in the main menu.
• The Commission Add-On includes three sections: Commission Plan, Commission Receipt, Bank Transfer Request.
• On the Commission Plan page, click the “Create” button to set up a new commission plan.
• You will need to provide a name for the plan, set start and end dates, and select which users will be included in this plan. Once you create a plan, you will be directly navigated to the structure page where you can create a commission structure.
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• On that page, you will have to choose between percentage-based or fixed commission types.
• Choose the transaction types (Invoices, Projects, or Sales) where this commission structure will apply.
• Then select the commission type from the two options given.

Types of Commission

• Conditional Commission: Commissions are calculated based on certain conditions, such as meeting sales targets or completing projects.
• Non-conditional Commission: Commissions are automatically granted without any specific conditions.
• Enter the “From Amount” and “To Amount” to set commission brackets for varying sales volumes.
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• If you select Invoices, when creating an invoice, a commission plan option will appear for assignment to that particular agent.
• On the Commission Receipt page, click the “Receipt” button to generate a new commission receipt.
• After generating the receipt, you can click “Click to Paid” to send the request for payment processing.
• On the Commission Receipt page, click the “Click to Paid” button given in the action column next to each receipt to initiate the payment.
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• After initiating the payment, the request moves to the Bank Transfer Request page.
• Admins can review the payment request and approve or decline the payment via the action column on the Bank Transfer Request page.
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So, this is how you can have access to the Commission Add-On.

Here are the Add-Ons with which you can integrate the Commission Add-On:

• Project
• Sales
• Invoice