Purpose
1. Streamline, standardize, and error-proof the payment of sales commissions for aluminum wholesale transactions.
2. Aggregate sales data from ERP, CRM, and POS platforms continuously.
3. Apply tiered commission rules based on products, sales targets, territories, or customer types.
4. Generate detailed commission breakdowns for accounting, review, and payroll exports.
5. Trigger automated alerts and payments to appropriate sales personnel.
Trigger Conditions
1. Completed aluminum product order marked as shipped/delivered in ERP/POS.
2. Receipt of payment confirmed from accounts receivable.
3. Achievement of sales quota or target for the defined period.
4. New sales invoice entered or modified in accounting software.
5. Scheduled interval (e.g., end-of-week/month/quarter) for batch processing commissions.
6. Manual override flag for special commission cases.
7. Data input from field sales app confirming closed sale.
Platform Variants
1. Salesforce
• Feature/Setting: Apex Trigger on Opportunity Closed/Won; REST API call to send sales data for calculation.
2. Microsoft Dynamics 365
• Feature/Setting: Power Automate workflow monitoring “Order Fulfilled” event; Data Connector API for commission processing.
3. SAP S/4HANA
• Feature/Setting: BAPI_ACC_DOCUMENT_POST for financial postings; Custom RFC to export paid invoice data.
4. Oracle NetSuite
• Feature/Setting: Saved Search for sales orders; SuiteScript for auto-calculation and On-Demand RESTlet API.
5. QuickBooks Online
• Feature/Setting: Webhook on new invoice entry; API v3 for payments and sales report extraction.
6. Xero
• Feature/Setting: Invoice Paid event via webhook; API endpoint for downloading sales transactions.
7. Zoho CRM
• Feature/Setting: Workflow rule on Deal Stage; API v2.1 to fetch and update commission records.
8. HubSpot CRM
• Feature/Setting: Workflow Automation for “Deal Closed” status; API call to access deal value and sales rep info.
9. Freshsales
• Feature/Setting: Workflow Automation on 'Sale Closed'; API endpoint for deal data retrieval.
10. Odoo ERP
• Feature/Setting: Automated Action script on invoice validation; XML-RPC API for external processing call.
11. Sage Intacct
• Feature/Setting: Smart Rule on invoice paid; Web Services API for exporting sales and commission details.
12. Pipedrive
• Feature/Setting: Activity created event or Deal Won trigger; API for deal information extraction and update.
13. Google Sheets
• Feature/Setting: Scripted trigger on data entry; Sheets API for upload/download of commission calculations.
14. Monday.com
• Feature/Setting: Automation for item status change; Board API push/pull for commission step updating.
15. Asana
• Feature/Setting: Rules to monitor custom “Sales Closed” field; API to create tasks for commission payouts.
16. Slack
• Feature/Setting: Incoming webhook for commission notification; Workflow builder to notify reps upon commission approval.
17. Stripe
• Feature/Setting: Payment intent succeeded event; API call to tag and attribute commissions from invoice.
18. PayPal
• Feature/Setting: Instant Payment Notification (IPN); REST API for transaction data and payout steps.
19. BambooHR
• Feature/Setting: Custom Action API for importing commission amounts for payroll; trigger on payroll period open.
20. Workday
• Feature/Setting: Studio workflow integration for commission sheet input; REST API for post-processing payment automation.
21. ADP Workforce Now
• Feature/Setting: API to import commission payout batches; trigger function on payroll run.
22. Mailgun
• Feature/Setting: Automated email notification to sales staff; Messages API for sending commission reports.
23. DocuSign
• Feature/Setting: Automated envelope creation for e-sign commission approval; Trigger on calculated doc upload.
24. Trello
• Feature/Setting: Card automation upon commission calculation; API to attach reports and notify sales managers.
Benefits
1. Eliminates manual errors, duplication delays, and commission disputes.
2. Accelerates payment cycles and improves sales force motivation.
3. Ensures compliance with finance and audit standards.
4. Enables real-time insights into commission liabilities and sales performance.
5. Enhances transparency and employee trust in compensation processes.
6. Seamlessly integrates with payroll for automatic payouts.
7. Reduces administrative workload and frees finance resources for higher-value tasks.
Finance and Accounting