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Commission Structure Reference

Background

Commission Structure is a DocType provided by the Dividers app, developed by John Bulcher jbulcher@starstix.com. The purpose is to define the commission structure for Sales Reps and ISOs so that their commissions can be calculated automatically.

Info

This is a reference. For guidance on creating a new Commissions Structure Document, see the How To Enter and Manage a Commissions Structure how-to guide.

Naming

Commission Structure names are composed of the format:

STCT-[ROLE]-[Sales Partner]:[Sales Person]:[DATE]

Where:

  • ROLE is based on the value in the Applicable Sales Role field:
    • Rep = REP
    • Presenter = PRE
    • ISO = ISO
    • TS Rep All = TSR
    • TS Presenter = TSP
    • TS Appt Setter = TSA
  • Sales Partner is the value in the Sales Partner field.
  • Sales Person is the value in the Sales Person field.
  • DATE is the date in the Effective Date field in the format YYMMDD.

Commission Structure Form

Top Section

Applicable Sales Role
The sales role of the Commission Structure. This is the role the sales person or ISO takes in the process of selling a contract. A single person can have more than one role for purposes of commissions, but each role must have its own Commission Structure document.

The following roles are defined by the system:

Rep
A sales representative (this is the default role, and it applies when the more specific roles do not).
Presenter
The person that performs the presentation to the advertiser.
ISO
The person is an ISO, and they do not have any sales persons performing the sale on their behalf.
TS Rep
A telesales rep that gets credit for the entire sale.
TS Presenter
A telesales rep that performs the presentation to the advertiser.
TS Appt Setter
A telesasles rep that sets the appointment for the presentation.
Effective Date
The date the Commission Structure takes effect. If all other criteria for selecting a Commission Structure pass, only the most recent Commission Structure will be chosen, and only if the Contract Signed date is on or after the Effective Date.

Top Section 2

Sales Partner
The Sales Partner the Commission Structure belongs to.
Contact Person
This field can be used to track the contact person for this Commission Structure.
Company
This field is pulled from the Company field in the related Sales Partner Document.

readonly

Sales Person
The Sales Person defines who this Commission Structure applies to.

readonly when the field "Applicable Sales Role" is set to "ISO".

  • When Applicable Sales Role is set to "ISO", this field assumes there is a Sales Person with the same name as the Sales Partner and takes that value.
Commission Structure Notes
This field allows notes to be stored along with the Commission Structure.

Commissions Section

Base Commission

This defines the basic commissions structure.

Minimum
The lowest "Total Price" can be on the Dividers Contract before for this row can be used to determine commissions. The largest "Minimum" will be selected when choosing the "Commission (%)"
Commission (%)
The percentage of the commissionable amount that will be paid as commission when this rule matches.

Additional Commissions Section

Additional Commissions

This table field lists rules that define additional commissions. Conditions can be attached to a rule so that it is only selected when all conditions match.

Description
This field is used as the description of the rule when the rule is selected on a Contract Commissions Breakdown Document.
Required Base Commission (%)
A condition that requires a minimum percentage to be selected from the "Base Commission" before the rule can be selected (all other filters and conditions must also match).
Store Filter
Selecting this checkbox displays a set of filters that works identically to the filters in the Dividers Store List. If the filters match any store on the Dividers Contract, this rule can be selected (all other filters and conditions must also match).
Contract Filter
Selecting this checkbox displays a set of filters that works identically to the filters in the Dividers Contract List. If the filters match any value from the Dividers Contract, this rule can be selected (all other filters and conditions must also match).
Jinja Expression
Selecting this checkbox displays a code field for entering a Jinja2 expression. The expression in the field must evaluate to the string True in order to match. The Dividers Contract is available under contract variable. Almost any condition can be created using this field, but it is powerful and should be used with caution.
Percent
The additional percentage that will be added to commissions if this rule matches.

Display requires that no value is entered for "Fixed Amount"

Fixed Amount
The additional amount that will be added to commissions if this rule matches.

Display requires that no value is entered for "Percent"

Fees Section

Pre-Commission Limit Fees Section

Pre-commission limit fees are deducted from commissions before applying any commission limits.

Fixed Lead Fee
A fixed amount deducted from commissions when the Dividers Contract comes from a Lead.
Fixed Lead %
A percentage deducted from commissions when the Dividers Contract comes from a Lead.

Post-Commission Limit Fees Section

Post-commission limit fees are deducted from commissions after applying commission limits.

Credit Card Fee %
A percentage deducted from commissions when the advertiser opts to pay by Credit Card.
ACH Fee %
A percentage deducted from commissions when the advertiser opts to pay by ACH.

Additional Fees Section

Additional Fees

This table field lists rules that define additional fees. Conditions can be attached to a rule so that it is only selected when all conditions match.

Description
This field is used as a description of the fule when the rule is selected on a Contract Commissions Breakdown Document.
Required Base Commission (%)
A condition that requires a minimum percentage to be selected from the "Base Commission" before the rule can be selected (all other filters and conditions must also match).
Store Filter
Selecting this checkbox displays a set of filters that works identically to the filters in the Dividers Store List. If the filters match any store on the Dividers Contract, this rule can be selected (all other filters and conditions must also match).
Contract Filter
Selecting this checkbox displays a set of filters that works identically to the filters in the Dividers Contract List. If the filters match any value from the Dividers Contract, this rule can be selected (all other filters and conditions must also match).
Jinja Expression
Selecting this checkbox displays a code field for entering a Jinja2 expression. The expression in the field must evaluate to the string True in order to match. The Dividers Contract is available under contract variable. Almost any condition can be created using this field, but it is powerful and should be used with caution.
Percent
The additional percentage that will be added to commissions if this rule matches.

Display requires that no value is entered for "Fixed Amount"

Fixed Amount
The additional amount that will be added to commissions if this rule matches.

Display requires that no value is entered for "Percent"

Commission Limits Section

Max Commission Rules

This table field lists rules that define commission limits. Conditions can be attached to a rule so that it is only selected when all conditions match.

Description
This field is used as a description of the fule when the rule is selected on a Contract Commissions Breakdown Document.
Required Base Commission (%)
A condition that requires a minimum percentage to be selected from the "Base Commission" before the rule can be selected (all other filters and conditions must also match).
Store Filter
Selecting this checkbox displays a set of filters that works identically to the filters in the Dividers Store List. If the filters match any store on the Dividers Contract, this rule can be selected (all other filters and conditions must also match).
Contract Filter
Selecting this checkbox displays a set of filters that works identically to the filters in the Dividers Contract List. If the filters match any value from the Dividers Contract, this rule can be selected (all other filters and conditions must also match).
Jinja Expression
Selecting this checkbox displays a code field for entering a Jinja2 expression. The expression in the field must evaluate to the string True in order to match. The Dividers Contract is available under contract variable. Almost any condition can be created using this field, but it is powerful and should be used with caution.
Max Commission (%)
The maximum commission that can be earned when this rule is selected.

Continuation Section

Continuation Cap
The maximum commission that can be earned on continuation.