Streamline Your Sales Commissions in Business Central with Infotech Commissions

Tired of complex spreadsheets and manual commission calculations? Infotech Commissions seamlessly integrates with Microsoft Dynamics 365 Business Central to automate and manage your entire sales commission process accurately and efficiently.

Overview

Infotech Commissions provides a robust and flexible framework for calculating, processing, and tracking sales commissions directly within your Business Central environment. Eliminate errors, save time, and gain clear visibility into your commission payouts.

Key Features

• Flexible Commission Setup:
  • Define commission rates based on Customer Groups, Item Groups, or specific Customers/Items.
  • Implement Annual Sales Tiers to reward top performers with higher rates based on historical sales volume.
  • Configure calculation periods for annual sales tiers (e.g., previous calendar year).
• Automated Calculation:
  • Commissions are calculated automatically based on posted Sales Invoices and Sales Credit Memos.
  • Accurately handles partial invoicing scenarios, ensuring commissions are based on actual invoiced quantities and amounts.
• Commission Statement Processing:
  • Generate detailed commission statements for salespeople.
  • Preview statements before posting for verification.
  • Post statements individually or use the batch posting report for efficiency.
• Integrated Purchase Invoice Creation:
  • Optionally create Purchase Invoices directly from posted commission statements to manage payouts.
  • Supports batch creation of Purchase Invoices for multiple statements.
  • Automatically tracks the link between commission statements and their corresponding unposted or posted Purchase Invoices.
  • Handles updates automatically if Purchase Invoices are posted or deleted.
• Email Notifications:
  • Leverage standard Business Central Email Scenarios for seamless integration.
  • Configure dedicated email accounts, subjects, and rich text body templates for commission statements.
  • Automatically email PDF copies of commission statements to salespeople upon posting.
• Comprehensive Tracking & Reporting:
  • Detailed Commission Ledger Entries provide full traceability from sales documents to commission payouts.
  • Review Posted Commission Statements with links to original sales documents and purchase invoices.
  • Standard Commission Statement report for printing or review.
• Seamless Business Central Integration:
  • Built entirely within Business Central using extensions.
  • Utilizes standard document workflows (Sales Invoices, Purchase Invoices).
  • Proper table relations ensure data integrity and provide standard lookup/drill-down capabilities.

Benefits

• Accuracy: Eliminate manual calculation errors.
• Efficiency: Automate commission calculation, statement generation, and purchase invoice creation.
• Flexibility: Configure complex commission structures, including annual tiers.
• Visibility: Gain clear insight into commission liabilities and payouts.
• Integration: Works seamlessly within your existing Business Central environment.

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Simplify your commission management today with Infotech Commissions!