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Sales Commission Management And Royalties For Acumatica

Automate Your Incentive Plans and Sales Commissions Directly Within Acumatica.
Eliminate Spreadsheets and Hassles of Third-Party Software

Automate Your Incentive Plans & Sales Commissions 

Within Acumatica.

Eliminate Spreadsheets and Hassles of Third-Party Software

SymFinTech’s COMMISSIONS CONDUCTOR is a completely configurable and automated commission management system built natively within the Acumatica framework.

It provides your company the flexibility and precision you need to translate your current commission plans, in all their peculiarity and complexity, into a transparent process that executes flawlessly in your ERP.

Watch Live Demo

4 Minute Intro To The Module

End-to-End Commission Management

Acumatica Commissions Conductor empowers sales management to design, track and pay multi-tier direct and indirect commission plans for all types of salespeople, multiple levels of management, and teams — including external contractors and organizations.

It offers a sophisticated, comprehensive, and flexible rule management system that can be configured for the most advanced commission systems.

Pay Commissions On Almost Anything

Commissions Conductor allows companies to use almost any source metric they desire to pay commissions.

Clients can specify inventory items or classes, entries from general ledger, or actions from the CRM, Services, or Projects module.

These metrics can be filtered by Branches, Territories, or even specific Accounts or Customers.

Fully Flexible, Multi-Tier Sliding Scales

Pay commission or bonuses based on ANY Source Metric, Including:

  • Revenue, margin, or quantity
  • On sales or amounts or actions (such as calls made, bookings, opportunity to close ratios, etc.)
  • From internal or external CRM, Project modules, Customer Service, or other API service application.

Set tiered commission percentages or bonus amount for infinite levels of sales achievement around each Incentive.

Easily design sales complex overrides up a management hierarchy. Calculate indirect commissions that are due to managers and executives from sales at the field level.

On each Source Metric, Acumatica Commissions Conductor provides an intuitive interface to:

  • Set commission rules on multiple tiers
  • Customize different tier structures for every level of the payment hierarchy.
  • This allows you to design the commission percentage or bonus amount for infinite levels of sales achievement around each incentive.

Use multiple targets and goals to motivate your team.

  • Create quotas, targets, and milestones for each incentive (or group of incentives) for each person in the system.
  • Use success on one metric as a trigger to alter commission rates on another incentive.
  • Set incentives on groups of metrics that impact the individual metrics that make them up.

Detailed Commission Reports

Automated or on-demand inquiries give the salesperson and management, role-based daily access to up-to-date actual and projected earnings for every incentive down to the line item, including past payment periods.

It allows management to monitor progress on all incentive metrics, including tracking performance against quotas and targets over time. Perfect for use with Acumatica dashboards to visualize momentum for motivation and optimal activity planning.

Users can be guided thru the initialization process using the menu. Simple step by step process will allow them to initialize the Bank Module, with the actual state of bank accounts and reconciliation.

No More Import/Export

Importing, organizing, and exporting data to external commission systems, especially spreadsheets, is time consuming and prone to mistakes.

Businesses are at a much higher risk of overpaying and/or wasting resources. every month with commission disputes.

With your incentive commission management integrated into your Acumatica system, you’ll now be able to access your sales commission data in real time, without relying on staff to import transactions from another system, or from spreadsheets.

Image shows the “Import Bank Statements” screen being customized. Visual basic editor available for adding customs code (Macros). And the field “Date” selected with properties at the left. Enables, Defaults, Visible, etc.

Avoid and Resolve Disputes Quickly

Commisison Conductor delivers the integration and scalability required to allow sales management to automate their entire commission process so they can focus on improving sales performance.

Non-integrated systems like spreadsheets, or third party software can result in confusing commission payments.

When your sales people can drill down into the exact transaction and line item for all of their commission payments, they’ll develop more trust in the system, more trust in your payouts, which can virtually eliminate shadow accounting and commission disputes (which is time consuming for you and your sales people)

This means they can spend more time selling and less time in disputes.

Image shows the “Import Bank Statements” screen being customized. Visual basic editor available for adding customs code (Macros). And the field “Date” selected with properties at the left. Enables, Defaults, Visible, etc.

SOX – ASC606 Compliant

With more disclosure required for your sales commission accounting, traceability and full auditability is crucial. Keeping your sales commissions within Acumatica automates the entire process of accurate commission accounting.

Both the manager and the salesperson have accurate, integrated, and detailed data to resolve disputes in minutes – or even before they happen.

Every commission is linked to the transactions associated with it down to the line level and can be drilled down quickly, making investigations a matter of a few clicks.

Image shows a pivot table in MS Excel, showing bank balances by Company and Bank. Can be used for custom cash flows or projections.

Commissions Are an Expensive Investment. Make Sure You're Getting Your ROI.

Tracking and Managing them within Acumatica gives you more control, transparency and trust.

Splitting and Assigning

Pay multiple people (i.e. salespeople, managers, distributors) and pay multiple incentives on a single sales document or sales line-item. Calculations can be triggered based on entering an invoice, percentage payment, or full payment.

Multiple Levels of Teams

Design creative team-based incentives by leveraging our infinite team system for each role in your company at all levels of the hierarchy.

Modify Individual Rules

Although each Person inherits the defaults for each Incentive according to their respective Role(s), there are times when you need to modify the commission or bonus amounts for specific individuals. Commisison Conductor allows to you modify the default incentive rules, restore default rules, or create custom incentive rules at the individual person level.

Seasonal Adjustments

Design incentives that automatically change based on seasonal factors, regular promotions, or different periods of the year.

Projections and Forecasting

Use Commission Conductor’s “Projections” mode to design and test your incentive plans before taking them live. You can explore variations of existing incentives (including tiers, bonuses, meta-incentives, etc.) or create new ones and test their impact using sales and financial data from past periods in your database.

Send to AP or Payroll

Send final commission due for each person to account payables or ready for the payroll system of your choice.