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      Commission calculation process and release for virtual sales via PartnerStack

      The article illustrate the steps for calculating and uploading commission for virtual sales via PartnerStack

      Index:

      • Commission calculation for individual virtual sales
      • Extras for commissioncrowd virtual sales
      • Commission calculation for virtual sales team

      Commission calculation for individual virtual sales

      Commission are calculated through PartnerStack reward trigger when transaction record of PartnerStack referrals is uploaded to PartnerStack by manual import. The main purpose of the process is to check the payment settlement record of PartnerStack referrals and create the transaction import file.

      Step 1: Download PartnerStack customer and partner list

      Goes to PartnerStack "Referrals" -> "Export records" -> click "All time record" -> "Export selected data"

      Step 2: Download HubSpot companies and deal list with PartnerStack reseller partner key

      HubSpot company page click "All filter" -> filter with "PartnerStack Reseller Partner Key"is knon. Click "Action" -> "Export view" -> "Export"

      HubSpot Deal page click "All filter" -> filter with "PartnerStack Reseller Partner Key"is knon. Click "Action" -> "Export view" -> "Export"

      Step 3: Check PartnerStack partner key in HubSpot deal and PartnerStack customer

      Step 4: Add the payment settlement record as current month transactions

      Step 5: Import the transaction record to PartnerStack

      PartnerStack knowledge articile: https://docs.partnerstack.com/docs/universal-importer

      Step 6: Check and approve the triggered rewards amount in PartnerStack

      Extra for commissioncrowd virtual sales

      Additional commission rate varies with the individual's monthly acculmulated sales are not supported by PartnerStack. Additional calculation should be made to any sales had monthly accululated sales exceeded the additinal commission rate threshold

      Step 1: Sum the current monthly transaction for each commissioncrowd virtual sales

      Step 2: Manual calculate reward for any virtual sales entitle extra commission

      Step 3: Import reward into PartnerStack for release

      Commission calculation for virtual sales team

      Commission are split by different role in virtal sales team for each customer. All the customer and deal are logged in HubSpot only. Manual process and transformation of data required before uploading the company and transaction record to PartnerStack for commission calculation.

      Step 1:  Download HubSpot deal with virtual team involvement

      Step 2: Download PartnerStack customer and partner infomation

      Step 3: Check PartnerStack partner key in HubSpot deal and PartnerStack customer

      Step 4: Upload new customer record that split accordng to virtual team member

      Step 5: Add the payment settlement record as current month transactions

      Step 6: Import the transaction record to PartnerStack

      PartnerStack knowledge articile: https://docs.partnerstack.com/docs/universal-importer

      Step 7: Check and approve the triggered rewards amount in PartnerStack