Draws, approvals and disputes
Three owner jobs: advances to reps, saying yes or no to requests, and settling arguments about pay.
How do I handle rep draws, approvals and commission disputes?
- On Draws, set up money paid to a rep up front, how much per month, and whether it is recovered from later commission (and at most how much a month).
- Open a draw and try a month to see how the balance moves.
- On Approvals, write down a request (for example a discount beyond your rules). The form says who has to say yes.
- On Commission disputes, record a rep's complaint about a statement, check it, and settle it with a reason.
Good to know
- The reason stays with the dispute, so the same argument does not come back next month.
Where to find it
- Commissions › Draws — try it in the demo (opens in a new tab)
- People › Approvals — try it in the demo (opens in a new tab)
- People › Commission disputes — try it in the demo (opens in a new tab)
Read the video transcript
Three owner jobs live here: advances to reps, saying yes or no, and settling pay arguments. A draw is money you pay a rep up front — for example while a new territory ramps up. Jim Miller is opening Iowa, so he gets $1,500 a month. 'Recovered from commission' means it's a loan: we take it back from what he earns later.
Take back at most half of any month's commission, so he always has something to live on. Open it to see what a month would look like. Say Jim earned $900 in September. Work it out.
He earned less than his draw, so the gap goes on his balance. Better to see that in month one than month six. Next, approvals. Your rules say who must say yes — like discounts over 10% off list.
Jim phoned in a request. Ann or you can write it down for him. The form already tells you a manager has to say yes. The margin still works, so Dana says yes.
Now it's on record: who asked, how much, and who said yes. A dispute is a rep saying their statement is wrong. Writing it down stops it getting lost. Jim says his August ACME orders were paid at the wrong rate.
After checking the contract, settle it — and say why. The reason stays with the dispute, so the same argument doesn't come back next month.