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Employee Commissions &
     Chargebacks
    Presented By: Stacy Hamer




         Retail Management
We have a lot to cover!!

1.  Carrier Commission tracking, reconciliation
    best practices
2.  New Chargeback Module
3.  Employee Commission
#1. Carrier Commission
   Setup Must Do’s…
Scenarios you think you can’t track…..


  Ported #’s          Cross Upgrades
“I want to keep my       “I want to upgrade
   phone number         my phone but use my
                       husbands eligibility and
  from my current         then just change
     carrier…..”             phones….”
Allow Port # in PAW




Allow Ported Number on Phone Activation Wizard
No need to use so many
price sheet promotions…
Use Spiff Sku for extra commission…
BUT….Price Sheet
Promotions are still
   fabulous….
Please check these off….
Force a customer to be attached when an activation
is generated through the Phone Activation Wizard

Allow manual addition of Phone Activation Wizard
SKU’s onto invoice.

Allow manual addition of promotion SKU’s onto
invoice.
Guess what 80% of you
     don’t use??

     Invoice Editor
What is Invoice Editor?
What’s new on
Invoice Editor?
What’s new on Invoice Editor?
New to Invoice Editor…..
New to Invoice Editor…..
What’s new on Invoice Editor?
XML Import
What is an XML?
" File provided from Carrier at point of activation
" Contains everything relevant to what was
  activated including :
   "   Contact info
   "   Rate Plan
   "   Features
   "   ESN/IMEI
   "   Phone Number
Employee
                                       Activates
                                        Phone
                                                      Open RQ4
                         Tender Sale                  and creates
                                                       customer




                Add
                                                                 Start Invoice

Today’s 10
             Accessories




step Flow
                Adds
              Features                                           Enters ESN




                            Enters
                            Phone                      Chooses
                                                        Term
                           Number
                                        Chooses
                                       Rate Plan(s)
Employee
                                      Activates
                                       Phone
                                                     Open RQ4
                        Tender Sale                  and creates
                                                      customer




Potential      Add
            Accessories
                                                                    Starts
                                                                   Invoice


Areas for
manual         Adds
                                                                Enters ESN

errors
             Features




                           Enters
                           Phone                      Chooses
                                                       Term
                          Number
                                       Chooses
                                      Rate Plan(s)
Employee
                       Activates
                        Phone


XML
Import   Tender Sale                 Import XML
                                      into RQ4
Flow

                          Add
                       Accessories
Here’s how it easy it is….
What happens if I skip
   XML import?
How is this setup?
RQ4 maps to your template….
If you don’t believe
me….ask Arjay Wireless,
an AT&T Dealer out of
     New York.....
#2. New Chargeback
      Module
Why the new chargeback module?
 " Eliminate $0.01 work around
 " Stop refunding
Flexible & Detailed Reporting
                        " Original Invoice
                          Date

                        " Chargeback
                          Date

                        " Journal #
#3. Employee
Commissions
Use the Commission Widget
Use Commission Ledger
How to pick a comp plan that
works?
" Sales Employees will figure out how to make $
  faster than you will

" Provide employees an opportunity to make $

" Ask yourself this….would you work for your
  program?
Now the good stuff…let’s look at
some real dealer comp plans…
RQ4 Customer #1
Cellcom Wireless
  •  55 Rogers Wireless Locations running across all
     markets in Canada
  •  Recently acquired 30 Sprint locations in USA in
     the West market.
  •  Has had their current comp plan for XXX years
iQmetrix.com | 1.866.iQmetrix




       © 2011 iQmetrix. All right reserved. iQmetrix, the iQmetrix logo, RQ4 and other trademarks, service marks, and
designs referenced in this material are the exclusive property of iQmetrix Software Development Corp. and/or its subsidiaries.

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Employee Commission and Chargebacks

  • 1. Employee Commissions & Chargebacks Presented By: Stacy Hamer Retail Management
  • 2. We have a lot to cover!! 1.  Carrier Commission tracking, reconciliation best practices 2.  New Chargeback Module 3.  Employee Commission
  • 3. #1. Carrier Commission Setup Must Do’s…
  • 4. Scenarios you think you can’t track….. Ported #’s Cross Upgrades “I want to keep my “I want to upgrade phone number my phone but use my husbands eligibility and from my current then just change carrier…..” phones….”
  • 5. Allow Port # in PAW Allow Ported Number on Phone Activation Wizard
  • 6.
  • 7.
  • 8.
  • 9. No need to use so many price sheet promotions…
  • 10. Use Spiff Sku for extra commission…
  • 11.
  • 12. BUT….Price Sheet Promotions are still fabulous….
  • 13. Please check these off…. Force a customer to be attached when an activation is generated through the Phone Activation Wizard Allow manual addition of Phone Activation Wizard SKU’s onto invoice. Allow manual addition of promotion SKU’s onto invoice.
  • 14. Guess what 80% of you don’t use?? Invoice Editor
  • 15. What is Invoice Editor?
  • 17. What’s new on Invoice Editor?
  • 18. New to Invoice Editor…..
  • 19. New to Invoice Editor…..
  • 20. What’s new on Invoice Editor?
  • 22. What is an XML? " File provided from Carrier at point of activation " Contains everything relevant to what was activated including : "   Contact info "   Rate Plan "   Features "   ESN/IMEI "   Phone Number
  • 23. Employee Activates Phone Open RQ4 Tender Sale and creates customer Add Start Invoice Today’s 10 Accessories step Flow Adds Features Enters ESN Enters Phone Chooses Term Number Chooses Rate Plan(s)
  • 24. Employee Activates Phone Open RQ4 Tender Sale and creates customer Potential Add Accessories Starts Invoice Areas for manual Adds Enters ESN errors Features Enters Phone Chooses Term Number Chooses Rate Plan(s)
  • 25. Employee Activates Phone XML Import Tender Sale Import XML into RQ4 Flow Add Accessories
  • 26. Here’s how it easy it is….
  • 27.
  • 28.
  • 29.
  • 30.
  • 31.
  • 32.
  • 33.
  • 34.
  • 35.
  • 36.
  • 37.
  • 38. What happens if I skip XML import?
  • 39.
  • 40.
  • 41. How is this setup?
  • 42.
  • 43.
  • 44. RQ4 maps to your template….
  • 45. If you don’t believe me….ask Arjay Wireless, an AT&T Dealer out of New York.....
  • 46.
  • 47.
  • 48.
  • 50. Why the new chargeback module? " Eliminate $0.01 work around " Stop refunding
  • 51.
  • 52.
  • 53.
  • 54. Flexible & Detailed Reporting " Original Invoice Date " Chargeback Date " Journal #
  • 58. How to pick a comp plan that works? " Sales Employees will figure out how to make $ faster than you will " Provide employees an opportunity to make $ " Ask yourself this….would you work for your program?
  • 59. Now the good stuff…let’s look at some real dealer comp plans…
  • 60. RQ4 Customer #1 Cellcom Wireless •  55 Rogers Wireless Locations running across all markets in Canada •  Recently acquired 30 Sprint locations in USA in the West market. •  Has had their current comp plan for XXX years
  • 61. iQmetrix.com | 1.866.iQmetrix © 2011 iQmetrix. All right reserved. iQmetrix, the iQmetrix logo, RQ4 and other trademarks, service marks, and designs referenced in this material are the exclusive property of iQmetrix Software Development Corp. and/or its subsidiaries.