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Table Name
Last Modified
Incentives
05/31/2019
IncentiveSalesTeam
05/31/2019
IncentiveSupplier
05/31/2019
IncentiveBrands
05/31/2019
EmployeePayouts
05/31/2019
IncentiveDocuments
05/31/2019
IncentiveBrandItems
05/31/2019
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Role(s)
Company Administrator
State Administrator
Payout Manager
Back Office
Sales Team
Product Division(s)
DWS
PRWS
BEWS
BWS
Manager(s)
10001 - Ava Ranara
10002 - Catherine Valdez
10003 - Nikunj Varu
10004 - Jason Murray
10005 - Jonathon Pulgar
Premise
On
Off
All
Status
Active
Inactive
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User Groups
Team Jason Back Office
User
PROFILE
Role
*
--
State Administrator
Payout Manager
Back Office
Sales Team
Employee ID
*
Employee ID already exists
First Name
*
Last Name
*
Work Email
*
GL Account
*
--
123
456
789
987
654
Cost Center
*
--
123
456
789
987
654
Manager(s)
10001 - Ava Ranara
10002 - Catherine Valdez
10003 - Nikunj Varu
10004 - Jason Murray
10005 - Jonathon Pulgar
Actions
Brand Manager
Approver
Chargeback
Set New Password
*
Confirm Password
*
Change password on next login
Product Division(s)
*
DWS
PRWS
BWS
BEWS
Premise
On
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All
Position(s)
*
3
--
LC > Sales Consultant > BEWS
ECA > Sales Consultant > BWS
WCA > Sales Consultant > PRWS
LC > Sales Consultant > BEWS
ECA > Sales Consultant > BWS
No Position added.
ROUTE NO.
CUSTOMER
CHAIN
88001
CKCS-8876
Circle K
88002
DTBH-Mission Valley
DoubleTree by Hilton
88003
Exeter-40
Save Mart
88003
Petaluma-621
WholeFoods Market
88004
Stockton East-2533
Motel 6
88004
TCF-1350
The Cheesecake Factory
Carson Wilford
Gen. Sales Manager
Candice Olsen
Sales Manager
Carina Galvez
Area Manager
Caden Wallace
Sales Consultant
Catriona Grey
Sales Consultant
Camille Henson
Sales Consultant
Caleb Chavez
Sales Consultant
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Job Titles (5)
Program Settings
Orders Settings
Invoice Status that qualifies for payout on programs/quotas
Hold
Processing
Delivered
Paid
Should fall within programs/quotas period
Invoice Date
Order Date
Sales Settings
How many days after chargeback should sales team still see their incentive?
Compensation Templates
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