Discover How to Save Time and Boost Productivity with Commissions Processing and Order Management Tools for Microsoft Dynamics GP
By this point, we all know that automation is the #1 tactic that can help businesses battle ongoing inflation and sky-high labor costs. But how can your company set up effective automation for time-consuming tasks like commissions processing and order fulfillment? For those of you using Microsoft Dynamics GP, this is the answer you’ve been waiting for.
Discover how you can take full advantage of end-to-end automation at your business, powered by solutions from EthoTech and Cavallo. Watch the webinar now.
Video Summary – Skip Forward to the Parts You’re Most Curious About
In this video, you will see how to automate everything in your business from managing an order all the way through to releasing commission payments. Feel free to skip forward to the parts you’re most curious about by selecting the appropriate timestamp.
Introduction to Cavallo & SalesPad
Cavallo created SalesPad initially as a tool to get more done at their own company, and then realized that other businesses would also want to tap into the power of using an optimized and centralized system that increases efficiency for business tasks run through Microsoft Dynamics GP.
- Watch this section from the beginning (4:19)
- Gain an overview of SalesPad’s complete tools and functions (5:03)
- Understand the SalesPad workflow (5:30)
- What users say about Cavallo and SalesPad (6:15)
Introduction to EthoTech & Commission Plan
EthoTech sets the standard as the premier provider of variable compensation software with Commission Plan, the seamlessly integrated commission solution for Microsoft Dynamics GP. Our fast, effective, and extremely flexible software helps you achieve timely, accurate, stress-free commissions processing, every period.
- Watch this section from the beginning (7:13)
- Understand EthoTech’s one goal – and what it means for you (7:47)
- What users say about EthoTech and Commission Plan (8:00)
Take a Full Walkthrough of How SalesPad by Cavallo Can Automate Order Management
SalesPad operates on the proven principle that workflows and automation drive increased productivity. To drive yourproductivity, SalesPad helps you auto-route orders through each appropriate step of the order management processusing logic based on rules, approvals, inventory margins, and other criteria specific to your business’s needs.
This section dives into the details on workflow and automation from the beginning of a sales order all the way through to customer shipping, so you can see how to save time and achieve the perfect order every time.
- Watch this section from the beginning (9:08)
- Get oriented to SalesPad, starting with the Sales Monitor tab (10:33)
- Tip: Search and filter data in SalesPad (11:38)
- Tip: Configure views for each user (11:55)
- Tip: Options for better visibility into every order (12:20)
- Tip: Easy conditional formatting in SalesPad (12:29)
- Understand the SalesPad Workflow Visualizer (13:04)
- View your options in the Customer card (14:52)
- Create a Sales Order in Cavallo (15:12)
- Understand and set margin evaluation rules (15:48)
- Discover approval permissions options (17:24)
- Send an email for faster approvals (17:53)
- Understand the manager approval process (18:27)
- Automate follow-up task options after order creation (19:02)
- Automation for backordered items (20:03)
- Instant notifications for backordered items (20:36)
- Tip: Split documents for orders that contain backordered items (21:07)
- Options to handle backorders using automation (22:16)
- Use the automation tool (22:51)
- Automation for future orders (23:55)
- Why place items in a “future” queue? (24:32)
- Automate item removal from the future queue (25:45)
- What else can you manage with automation in SalesPad? (26:25)
- Workflows for standard order operations (26:40)
- View a dropship example (26:49)
- Tip: View a price change rule in action (27:22)
- How workflows save time on standard order operations, such as generating a purchase order (28:28)
- Summarizing SalesPad (29:43)
Take a Full Walkthrough of How Commission Plan by EthoTech Makes Commission Processing a Breeze, Every Period
After a customer receives the order, your business still needs to process commissions for the sale. That means you need to decide:
- Eligibility: Who should get commissions for the sale?
- Valuation: How much precisely should each person get?
- Timing: When should these payments be processed?
This is a lot to determine, and it can be tough to figure out using spreadsheets. Unfortunately, a delay or error in commissions payments can be just as damaging to your business as a delay in sales or order fulfillment, and that is why many companies are choosing to automate commissions processing in 2024.
In this section, you will follow along with all the steps it takes to process 2 complex commission periods. This happens in real time and takes less than 20 minutes, so this section helps you understand the true time savings your company can realize by automating commissions processes.
- Watch this section from the beginning (30:47)
- See how quickly Commission Plan by EthoTech can close the period for you (32:06)
- Eligibility: Determine WHO should get paid commissions for a sale (33:07)
- IT Tip: Commission Plan’s integration with Microsoft Dynamics GP (33:12)
- Modern business trends for variable compensation (33:38)
- Different ways to set up commission options (34:07)
- Tip: How to restrict who gets paid with item plan restrictions (35:30)
- Tip: What is a salesperson ID? (37:07)
- See complex commission processing in action (37:23)
- Valuation: Calculate HOW MUCH each salesperson should get paid, based on complex variables (39:22)
- Define rates for different commissions using “plans” (39:26)
- Tip: Why Sales Managers love the flexibility of Commission Plan (40:22)
- Drill down into Commission Plan data (41:21)
- Easily adjust for exceptions (41:53)
- Tip: This simple checkbox that demystifies commission overrides (42:33)
- Timing: Achieve perfectly ON-TIME payments, every time (44:08)
- Set up commission release rules (44:51)
- Tip: Handle multiple distributor reps all with one check (45:32)
- See commissions processing in action (46:25)
- Tip: Learn examples for setting up restrictions (45:25)
- View all your auto-created AP transactions and how they flow straight into your normal GP routines (48:21)
- Summarizing Commission Plan (48:58)
Q&A
Curious about commission processing or order management workflows? This section has the additional information you’re looking for.
- Can the commission amount be calculated on invoices and open orders? (50:14)
- Can you split orders based on different warehouses or ship-to locations? (50:54)
- Is there a limit on the number of queries or rules in a workflow? (51:30)
- What does the report look like when you pay a commission? (51:57)
- What happens with commissions if a salesperson leaves? (52:47)
Take a Deeper Dive into Your Commissions Processing Automation Options for 2024
As soon as you are ready to learn more, we encourage you to request more information. Simply reach out to the team at EthoTech to get personalized answers that address your specific business concerns. We look forward to talking with you.
Watch the webinar “Cavallo SalesPad and EthoTech Commission Plan for Microsoft Dynamics GP”
Since 2002, companies across every sector have relied on EthoTech for the right tool for tracking, calculating, and paying variable compensation. We provide solutions, integration, and support that is focused solely on integrated variable compensation software for Microsoft Dynamics GP. It’s all we do, and we do it better than anyone. Contact EthoTech to learn more.