Overview
Explore how to configure override settings in STAKT by selecting various options and entering specific values to tailor commission calculations. Understand the essentials of setting up and modifying these settings to suit different needs.
Select Override Options
Choose Start Date
Use the Start Date Date Picker to select the appropriate date for the override settings. Ensure the date aligns with the intended commission period.
Decide on Calculation Type
Select the Calculation Type from the Dropdown to define how commissions are calculated. Options include 'By Week', 'By Project', and 'All Time'. This selection impacts the subsequent fields you'll need to fill out.
Enter Override Values
Input Quantity and Sales Data
Enter your desired figures in the Minimum Quantity and Maximum Quantity textboxes to set the range for the override. Use the Sales Per Unit, Sales Fixed, Sales Percent, and Sales Max textboxes to define the commission specifics.
Adjust Calculation Parameters
To modify the Calculation Type, select the appropriate option from the Dropdown menu. Update the textboxes for Minimum Net PPU, Maximum Net PPU, and Company Per Unit as per your commission goals. This ensures that the override settings align with your financial objectives.
Modify Calculation Settings
Change Calculation Type
Use the Dropdown to change the Calculation Type from 'By Project' to 'All Time'. Update the Minimum Quantity and Maximum Quantity textboxes with the new values.
Update Sales Stack
Enter the new sales values into the Sales Per Unit, Sales Fixed, Sales Percent, and Sales Max textboxes. Ensure these values match the current sales strategies. This step follows the selection of the calculation type and entering quantities in the previous sections.
Check Entries Carefully
Review your input values to ensure they're correct prior to finalizing your override settings. This step helps avoid mistakes in your commission calculations.
Finalize Override Configuration
Review and Confirm Settings
Review the override settings by examining the Start Date, ensuring it aligns with the desired commission period. Check the Calculation Type to confirm it matches the intended method (e.g., 'By Week', 'By Project', 'All Time').
Evaluate the Minimum Quantity and Maximum Quantity fields to make sure they accurately define the range for the override. Verify the Sales Per Unit, Sales Fixed, Sales Percent, and Sales Max values to confirm they fit within the commission structure.
If the Calculation Type is set to 'By Project', check the Minimum Net PPU, Maximum Net PPU, and Company Per Unit fields for correctness. Adjust any discrepancies as needed.
Ensure the Include Cancelled Projects checkbox reflects whether cancelled projects should be included in the calculations. Review all fields one final time to confirm the entire override configuration aligns with your commission setup.
Include or Exclude Cancelled Projects
You decide whether to include cancelled projects by checking or unchecking the Include Cancelled Projects Checkbox. This choice directly affects commission calculations. Checked includes them; unchecked excludes them.