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Question

Commissions table

  • June 4, 2024
  • 0 replies
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Our business can be complicated. as of now everything is done manually. 

There are multiple commissions based on about 7 different things. 

Location, Manager, Supervisor, sales person plus what type of products which are 4.

We have 12 separate Locations with each different Manager, Supervisor and sales person.  Oh and they each have a different %  and then on top of it all those % sometimes don't stay static. The owner comes in and makes changes once in awhile. 

Would I build a table that a drop down menu with the Locations in - once picked then the manager, supervisor and sales person would show ( using dynamic form rules)  then a numbers field where the person can add the % and then a formula field to calculate? 

I really don't know where to begin - thanks for any input 

 

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QuickBase formula are quite robust and are capable of taking quite an abuse :D 

You can use an excel to list down all the conditions and build 1 single giant formula. Your current idea of using dropdown in 1 single field should work fine.

It will goes like

If (
[Location] = "X" and  [Supervisor] = "Mr. A" and ["Manager"] = "Uno" and [Product] = "12", 1.24%*[Sales Commission],
[Location] = "X" and  [Supervisor] = "Mr. B" and ["Manager"] = "Uno" and [Product] = "12", 1.22%*[Sales Commission],
[Location] = "X" and  [Supervisor] = "Mr. C" and ["Manager"] = "Uno" and [Product] = "12", 1.04%*[Sales Commission])

You can continue to build like above in 1 formula with 50+ combos easily , it's easy to manage and you can make changes . 

--

Another way would be list down all the combinations in a child table and then doing a parent child relationship to manually select the right combination. If there is a business case to have history of previous commissions or changes , this would be a right approach . 

 

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Thatms excellent - I think the child table would be the right way to go since we do have lots of changes. How would one star? 

Create table > Create relationship and in the child table use a drop-down for all the data so that the person using it would be able to pick each scenario.  

 

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Thank you for your response. I would love to hire you but the owner won't give me a budget. btw I am not a builder by any means. How I have managed over 13 yrs is through tech support at QB. I have managed to put together 20 tables with relationships by reading and tech support lol so having said that I don't understand exactly what you said. I can approach the boss again if you would provide a rate and how many hours it would take to do this, otherwise I will try to figure it out a little at a time.

thanks for answering

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