// guide
Bitta Commission guide
Follow the chapters in order, from the first install to everyday use. Each page tells you what to open in Business Central and what to fill in.
Showing all steps
- 01Get startedRun the assisted setup, create the number series and try Bitta Commission with demo data.
- 02Commission Setup referenceEvery field and action on Commission Setup, commission periods, permission sets and the setup check.
- 03Subscription and licenseStart a trial, activate your license, give each salesperson a seat, and catch up commission withheld without a seat or after the license ended.
- No steps for this role in this part of the guide. Choose All to see every step.
- 01Commission plans and componentsCreate main and add-on plans, add components and choose when commission is paid.
- 02Commission methodsWhat % of Sales, % of Margin, Margin Band Rate, Amount per Unit and Fixed per Sale pay, with examples.
- 03Rate lines and costsSet rates by customer, product, dimension and date, see which rate line wins, and set commission costs by type.
- 04Rate selection: most specific, highest or lowestChoose which matching rate line pays: the most specific line, or the line with the highest or lowest rate or amount, and see the choice in Explain Commission.
- 05New customer ratesPay a different rate on a customer's first sale or within days of it, or pay a component only on sales to new customers.
- 06Assign plansGive plans to salespeople, teams or everyone, with dates, and choose how each salesperson is paid.
- 07What earns commissionLine rules, commission groups, customer terms, deductions, rate overrides and reason codes.
- No steps for this role in this part of the guide. Choose All to see every step.
- 01Commission on sales documentsSee the estimated commission on quotes, orders and invoices, and explain how it is calculated.
- 02Share commission between salespeopleSplit and overlay credits, line salespeople and credit rules that add salespeople automatically.
- 03Posting and the Commission TraceWhat posting writes, the commission on posted invoices, and how the trace explains every amount.
- 04Returns and clawbacksHow credit memos take back commission from the same salespeople and plans, and how clawbacks are settled.
- 05Short payments and payment discountsCommission on partial payments, payment discounts, tolerances and unapplied payments.
- 06Release commissionPay When, the release job and the date commission becomes payable.
- 07Late payment penaltyReduce commission when the customer pays an invoice late: grace days, a flat and per-day penalty, a cap, and what happens when a payment is unapplied.
- No steps for this role in this part of the guide. Choose All to see every step.
- 01Hold, reassign and recalculateHold commission, reverse an entry, move commission to another salesperson or recalculate after a setup mistake.
- 02Commission journalPost adjustments, awards and opening balances with journal batches and number series.
- 03Pay commission with a settlementPay salespeople by purchase invoice, outside Business Central or through payroll, and print the payment advice.
- 04Export commission to payrollPay salespeople through payroll and export each settlement as a file.
- 05Accrue commission in the general ledgerPost commission expense when it is earned and clear it when it is paid.
- 06Reports and the role centerThe Commission Manager role center, statements, analysis, forecast, liability, reconciliation and exceptions.
- 07Power BI and APIConnect Power BI to the three commission analytics feeds, and read commission entries, earning lines, settlements and assignments through the API pages.
- No steps for this role in this part of the guide. Choose All to see every step.
- 01Teams, targets and the scoreboardCreate teams, assign plans to them, set targets and rank salespeople on the scoreboard.
- 02Period close, tiers, caps and minimumsPay sales tiers, target and growth bonuses, caps and minimums when you close a period.
- 03Team override and team bonusPay a manager on the team's results, or a bonus when the team reaches its target.
- 04Draws and guaranteesTop salespeople up to an agreed amount, and recover advances from later periods.
- 05Pay only the first units or salesLimit a SPIFF to each salesperson's first units or first sales.
- No steps for this role in this part of the guide. Choose All to see every step.
// next step