Chapter 3 of 8
Setup wizard
The seven-step Set Up Bitta Commission wizard creates participants, a draft plan and its assignments from one of eight plan styles, and previews what each salesperson would have earned last month. This chapter also covers the demo company, the implementation paths and checklists, and importing setup from Excel.
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In this chapter
- 01Run the guided setupUse the Set Up Bitta Commission wizard to turn your Business Central salespeople into participants with a Draft plan, and preview what last month would pay.
- 02Try with demo dataCreate the Bitta Commission demo in an evaluation company: two sample salespeople, two Draft plans and a preview that checks the commission arithmetic for you.
- 03Setup checklistFinish and verify a commission setup with the Setup Checklist, the Implementation Checklist, fifteen industry templates and Commission Company Readiness.
- 04Import from ExcelMove commission setup out of spreadsheets: load participants, plans and rates, quotas and opening balances from Excel templates and check every row first.
- No steps for this role in this part of the guide. Choose All to see every step.
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