Commissions

Reps claim commissions with photo proof in the app. Managers review them, and admins decide what can be claimed and for how much.

Your admin sets up a list of things reps can claim, such as a menu placement, each with a fixed amount and the proof it needs. Reps claim in the app. A manager or admin approves or turns down each claim.

Claim a commission

Open Commissions (under More) and tap Claim a commission.

1. Pick the Account and the Commission. You see the amount, what counts, and the proof it needs.
2. If the commission is for certain products, pick the Product.
3. Add a note if it asks for one, and your photos under Proof.
4. Tap Submit.

The amount comes from the commission, so you can't change it. Until the claim has what it needs, the app tells you what's missing and you can't submit. For example, a commission can be for on-premise or retail accounts only, for certain products, or need two photos. Choose Save as draft to finish it later.

You can file a claim offline. It uploads when you're back online. If the server turns it down, the claim shows a warning, and the reason is on the claim.

Changing a claim. Open it and tap Edit. You can change a draft or a claim that's waiting for review. Once it's approved or not approved, it's final.

Your month. The top of the screen shows Approved this month and Waiting for review. Your claims are listed under Drafts, Waiting for review, Approved and Not approved, with any note from your reviewer. If your manager added a commission for you by hand, it's included in your total. Pull down to refresh.

Review claims

Managers and admins can review in the app, under Review Claims in More, or in the portal, under Commissions then Review claims. You see the rep, the account, the product if there is one, the amount, the note and the photos.

Add a Note for the rep (optional), then choose Approve or Don't approve. The rep sees your note. The claim records who reviewed it and when.

You can't review your own claim, even as a manager or admin. Another manager or an admin does it, and your claim follows the same rules as a rep's: the commission sets the amount, and it needs the proof it asks for.

Who sees what

• Reps see only their own claims and totals.
• Managers see claims and totals for people who report to them or share their territory.
• Admins see everyone.

The portal is for managers and admins only. Reps work in the app.

How the totals work

• A claim counts in the month it's approved.
• A claim waiting for review counts as waiting in the month it was submitted.
• A manual commission counts in the month it's for.
• Drafts, claims that weren't approved and voided entries don't count.

In the portal, By person shows each person's month: approved claims, manual commissions, what's waiting and the total. Pick another month to look back.

Manual commissions

For anything outside the list, such as a trade show bonus, use Manual in the portal. Pick the month and the Person, enter the amount and a Reason, then choose Add.

Managers add manual commissions; only admins approve them, and never one for themselves. An approved amount is final. To change one, choose Void, say why, and add a new one.

What reps can claim (admins)

In the portal, open Commissions, then What reps can claim. For each commission, set a name, what it's For, which Accounts it applies to (all, on-premise or retail), and the Amount ($). Then choose the proof: Photo proof with a minimum number of photos, and whether a Note required. Add a short description of what counts; reps see it when they claim.

Under Eligible products, leave Any product ticked, or tick the products the commission is for, such as a menu placement for your blanco only. Reps then pick one of those products on each claim, and can't submit without one. The list shows each commission's products.

Untick Offered to stop new claims. A draft for that commission can't be submitted either. A new amount applies to new claims. A claim already filed keeps its amount, unless the rep edits it before review: then it takes the new amount.

An admin can switch Commissions off for the whole team under Features. See Turn features on or off.