Get started

Set up Bitta Commission in a few minutes with the assisted setup. It asks how your salespeople earn, when commission can be paid and how you pay it, then creates a starter plan and the number series for you.

Before you start

• You need the Commission - Admin permission set.
• Each salesperson who earns commission needs a Salesperson/Purchaser card.

Run the assisted setup

1. Search for Set Up Bitta Commission, or open Commission Setup and choose Assisted Setup.
2. On How do you pay commission?, choose what most salespeople earn in Salespeople earn: A percentage of sales, A percentage of margin, An amount per unit sold, or I will set up my own plans. Then enter the Commission % or Amount per Unit.

Choose how most salespeople earn. In an evaluation company you can also create demo data.

3. On When can commission be paid out?, choose the Default Pay When: On Posting, When Fully Paid or As Customer Pays. If you choose one of the last two, turn on Schedule the release job so that commission becomes payable when customers pay.

Commission is earned on posting. Pay When decides when it can be paid.

4. If you pay on margin, choose where the cost comes from (Use Item Unit Cost) and what happens when a cost is missing (When Cost Is Missing).
5. On How do you pay your salespeople?, turn on Some are paid by purchase invoice if any salesperson is paid through a vendor, and choose the Commission Expense Account.

You can pay each salesperson their own way. Nothing is posted to the general ledger when you post sales.

6. Choose Finish.

What Finish creates

• The settings on Commission Setup.
• Number series for plans (PLAN00001), settlements (CSET00001) and the commission journal (CJNL00001), if they are missing.
• A plan called STANDARD, assigned to all salespeople, when you chose a method in step 2.
• The release job, if you turned it on.

You can run the assisted setup again at any time. It never creates a second STANDARD plan.

Try it with demo data

In an evaluation company that is not a production environment, turn on Create demo data in step 2, or choose Create Demo Data on Commission Setup. The demo creates a plan for each commission method and assigns them to salespeople, customers and items already in the company:

Plan	What it shows
DEMO-SALES	5% of sales, 8% on premium products, for all salespeople
DEMO-MARGIN	20% of margin, payable as the customer pays
DEMO-BANDS	A rate chosen by the margin of the whole document
DEMO-SPIFF	An add-on that pays 5.00 per unit of premium products this month and next
DEMO-KEYACCT	An add-on that pays 1% extra on key accounts
DEMO-BONUS	An add-on that pays 25.00 per invoice

Next steps

• Commission plans and components
• Assign plans to salespeople
• Commission on sales documents