My company has a complicated commission structure. Commission calculation is based on these factors:
- Has the Invoice been paid in full
- Which Rep firm made the sale
- For each line item, is it a resale item or an item we manufacture
- Is the customer one of those where a special rate applies
For years we have been doing these calculations semi-manually, by running smart lists, importing the results into Excel and manipulating the data. Eventually as we added Reps, the task became too intensive, so we needed an automated solution. The solution is summarized in this article.