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1. A % commission on services completed from zero to 100%

   1. BUY GL account from the service sold

   2. If supervised employee needs a supervisor

      1. % (or amount) to go to supervisor

   3. if a supervisor

      % (or amount) of supervised people

2. A % of prescribed products sold

   1. % of RRP - Many products are standard stocked products

      1. Sell GL account from Stock Article > otherwise from Control Account “Cost of Sales” Stock > Article Categories > Need a default Sales Commission %

   2. Some products are special (not stocked - ) created on the day - really a service)

      Service of special type “Fabrication”

      1. Sell GL account from service Stock > Article Categories > Need a default Sales Commission % (over rides above)> otherwise from Control Account “Cost of Sales”

Testing your setup

1. Commission plan examples

   1. Examples for therapists

   2. Examples for Admin staff

2. Suppliers

   1. Company example

      1. Therapists related to the company as SubContractors

   2. Individual examples

      1. Therapist

      2. Admin Staff

   3. Individual supplying subcontractors example

   4. Therapists related to the individual as SubContractors

3. Rosters setup

   1. Rosters for the therapists

   2. Rosters for admin staff

4. Book Sessions

   1. Sessions with a therapist

   2. Sessions with no therapist

5. Complete sessions

   1. Complete some with full final payment

   2. Complete some using bulk buys

   3. Complete some using Bundle buys

   4. Complete some with deposit retained

   5. Complete some with deposit credited or refunded

   6. Complete some missed or cancelled with cancellation fee

Full Test

Journals on Session Completion as basis

Completed session journals to customer that are included in commission calculations - include GREEN cells

Therapists receive based on being the therapist on the session AND where prescribed products were purchased at checkout.

Admin staff receive based on being the sales rep on product sales AND being the sales rep on original booking orders.

Sessions > Admin and Therapists may double dip - ie both be paid for the same session

Products > Admin and Therapists do NOT double dip - if a therapist is paid then ADMIN is not paid

Business Flow Diagram Example

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