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Owner
U
UntitledU
UntitledVerification
Verified
Department
Operations
Type
Standard Procedure
Use Cases
AccountingSalesTechReporting
SOP Overview
This Standard Operating Procedure (SOP) outlines the process for auditing, updating, and confirming the 4%/12% commission list using various tools including Power BI and PocketAdvantage, to ensure accurate commission rates and timely payroll processing.
It Is Important that all parties utilize the Item Commissions % Report in Power Bi to confirm the list as this is the list that is used by Accounting and Technology to both run Commissions and generate the list needed for PocketAdvantage to be able to display the Comission Rates.
Table of Contents
Documentation and Resources
Sales Incentives.xlsx - File Used to Maintain Item %’s. DO NOT MODIFY WITHOUT SPEAKING TO @Untitled FIRST.
Step-By-Step Instructions
Monthly Steps
- On the Third Wednesday of the month @Untitled will provide via the list of 4%/12% Items to @Untitled & @Untitled for auditing. ‣, @Untitled & @Untitled are cc’d on initial email and all communications stay within the email thread.
- @Untitled & @Untitled will send any missing/incorrect items to the @Untitled & cc the ‣ Team to update the Sales Incentives.xlsx file and provide back to @Untitled & @Untitled for final review.
- @Untitled & @Untitled sign off on the final list at least 3 business days prior to the end of the month and send back to @Untitled in the original email thread. ‣ is cc’d in case of Tien’s absence.
- ‣ confirms they receive the notification and can see the list with @Untitled and confirms Payroll is ready to run.
- Once Payroll has been processed ‣ notifies @Untitled & @Untitled who then notifies ‣ of any additions or updates to the 4%/12% List for the next month.
New Quarter Steps
- @Untitled & @Untitled provide the updated list to @Untitled
- @Untitled audits the 4%/12% list pulled from Power BI, using the Item Commissions % Report, at least 4 business days before the end of each month.
- @Untitled sends any missing items to the ‣ Team for them to update the Sales Incentives.xlsx file by EOD 3 business days before end of month.
- @Untitled reviews and signs off on final 4%/12% list generated from,
Power BI. @Untitled notifies @Untitled as well as ‣ that the list in the Power Bi report is correct and ready to use 2 business days before end of month prior to 10:00 am.
