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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.
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- 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 and activate your Bitta Commission subscription.
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- 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.
- 04Assign plansGive plans to salespeople, teams or everyone, with dates, and choose how each salesperson is paid.
- 05What earns commissionLine rules, commission groups, customer terms, deductions, rate overrides and reason codes.
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- 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.
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- 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.
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- 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.
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