Add Items

Let’s take a look at how to add items in Sales Compensation in Pricefx.

Some of our screens may look different as, for the purposes of this tutorial, we are in a demo environment. This should not deter you from understanding how the system works.

Adding Items

After you completed the header of your plan, you can move on to adding conditions and incentives. To do this you must click on the Items tab in the top- left corner.

Remember that you are still in the compensation plan design stage, you are just one step closer to submitting the plan.

To add the incentive condition types, click on the Add Items drop-down and the Browse Items option to display the available types.

Check the box that best meets your needs and click on Select to finalise the selection.

The system will display a confirmation message with the listed selected condition.

The plan can contain as many conditions as needed and they can be calculated and paid in different periods of time.

Input Parameters

To further define items, select the checkbox on the right-side of the item to open Input Parameters.

Here you can select the quota as well as the percentage allowed. You can also add several levels that can be used to incentivise sellers to work out better deals by simply clicking the button.

Then you can click on Recalculate Changes to see the new calculations. The system will display a confirmation message if it all went well, or an error (typically you will be prompted to correct a specific issue) message if applicable. Both notifications will be at the top of the screen in either light green colour or red.

The calculation results are displayed on the right-side, previous versus current results (these values will vary depending on the inputs).