Many sales compensation platforms promise the ability to create the most complex compensation rules but don’t give the opportunity to test those rules prior to signing a contract. But imagine the ability to build those plans directly into a system to test the capabilities, while using a simple drag-and-drop function to show the flow of the compensation plan. That is what Core Commissions can provide with Setup Rules.
Setup Rules in Core Commissions’ platform are a crucial feature that empowers users to create, manage, and automate commission plans with precision and efficiency. This blog post will delve into the various useful features of Setup Rules, highlighting their benefits and offering insights into how they can streamline your commission management processes.
Introduction to Setup Rules
Setup Rules are designed to provide a structured approach to defining commission plans. They serve as a blueprint for creating Production Rules, which are the actual executable rules that calculate commissions. The Setup Rules feature allows users to outline their commission plans in detail before finalizing them for production. This is useful not only for the initial setting up of the commission plans, but also for any updates to the plan in the future.
User-Friendly Setup Wizard
The Setup Wizard is a standout feature that guides users through the process of creating Setup Rules. It provides a step-by-step tutorial, explaining each component and its purpose. This makes it easy for new users to understand the setup process and ensures that all necessary elements are included in the rule. Core also offers a vast amount of knowledge articles on how to efficiently use the setup wizard, as well as a chatbot to answer any questions about using Core and the setup wizard.
To assist users, the Setup Rules also features extensive help text and tooltips. These provide explanations and guidance for each field and option, making it easier for users to understand and utilize all available features. This is especially useful for complex fields and for users who are new to the system.
Automatic Creation of Data Sources
To streamline the rule creation process, the system automatically generates a data source object whenever a new setup rule is created. This helps users get started quickly and ensures that the necessary data connections are in place from the outset. The datasources can be customized by uploading a spreadsheet directly into the datasource. This will also upload the fields into the rule builder to be referred to later.
Rule-Level Information Display
The right-side panel of the Setup Rules interface displays rule-level information, such as the rule’s name and description. This ensures that users always have context and can easily access important details about the rules they are working on. The information can be edited and customized to verify what every rule does. Combining that with the extensive text and tooltips provides the ability to truly customize every aspect of a rule.
Flexible and Detailed Rule Customization
As mentioned, multiple times so far, setup rules offer a high degree of customization. Users can add multiple data sources, define calculation objects, and specify detailed criteria for how data should be processed. This flexibility allows users to create highly tailored commission plans that meet their specific needs.
Error Handling and Validation
To prevent issues and ensure data integrity, Setup Rules include error handling and validation features. For example, users receive error toasts if they try to save an object without filling out all required fields. This helps ensure that all necessary information is provided before a rule is finalized.
Copy and Paste Functionality
To save time and effort, Setup Rules allow users to copy and paste objects within the rules. This is particularly useful for reusing common components across different rules. Additionally, users can copy rules from one build to another, making it easy to replicate successful commission plans.
Setup Rules in Core Commissions platform offer a powerful and flexible way to design and manage commission plans. With features like the Setup Wizard, automatic data source creation, comprehensive logging, and integration with RuleBot, users can create detailed and efficient commission plans with ease. Whether you are new to the system or an experienced user, Setup Rules provide the tools you need to streamline your commission management processes.