📊 销售佣金计算系统 / Commission Calculator

ABA_TIER 1 · ABA_TIER 2 · BP_BRGY AGENT · BP_BRGY AGENT_SUBLINE · BP_MINIHD · BP_SUBCON · CBA_FLA · CBA_LEADSTORE · CBA_TECH · CBC · CLUSTER LEADER · FSE · ONLINE · REFERRAL | Postpaid & Prepaid
🗂️ 销售角色目录 / Sales Roles

已自动同步旧系统当前销售角色清单 / Imported from the current legacy system. You may still add or update roles manually for future imports.

编码 / Code名称 / Name别名 / Aliases状态 / Status操作 / Actions
📦 Package 目录 / Package Catalogue

已自动同步旧系统当前启用 Package 清单 / Imported from the current legacy system. You may still add or update packages manually.

编码 / Code名称 / Name模式 / Mode默认 MSF / Default MSF别名 / Aliases状态 / Status操作 / Actions
📖 当前佣金规则说明 / Current Commission Rule Guide

此处仅展示当前固定规则集,用户不能修改佣金公式、阶梯或补差。规则变更请提交需求,由开发测试并发布新版本;已确认批次仍保存当时的规则快照。

🎁 订单级固定激励 / Order-level Fixed Incentive
A. Hero Plan 1499 Promo
1. 有效期:2026-08-12 至 2026-10-15,按 SR Created Date 判断(含起止日)。
2. 条件:Postpaid 且 MSF = 1499;奖励 385 PHP。
/ Period: Aug 12, 2026 – Oct 15, 2026, inclusive, determined by SR Created Date. Postpaid + MSF 1499: 385 PHP.

B. Switch Promo Incentive
1. 有效期:2026-07-16 至 2026-12-31,按 SR Created Date 判断(含起止日)。
2. 条件:PROMO_CODE 为 ANTICOMPETITOR PROMO、ANTICOMPETITOR SB 或 Switch Modem No SOA;奖励 200 PHP。
3. FSE:同周至少3笔Postpaid;Cluster Leader从当月合计第9单起计算。
/ Period: Jul 16, 2026 – Dec 31, 2026, inclusive, determined by SR Created Date. Qualifying PROMO_CODE: 200 PHP.

C. 单笔SR互斥 / Per-SR Exclusivity
同一笔 SR 同时满足两项时,只发较高的 385 PHP,不可叠加;同一账号的不同 SR 仍分别独立判断。
/ If both apply to the same SR, grant only the higher 385 PHP. Different SRs under the same account are evaluated independently.

最终佣金 / Final Commission = 基础佣金 + 单笔SR激励最高值 + CBC奖励 + 月度补差
📅 激励日期字段 / Incentive Date Field:仅使用 SR Created Date 判断活动期;不使用订单日期 / Date,也不使用其通常匹配的 COMPLETION_DATE。/ Use SR Created Date only; do not use Order Date / Date or its commonly mapped COMPLETION_DATE.
两项订单激励均不参与月度阶梯和月度补差。/ Both order incentives are excluded from monthly tiers and settlement.
📞 Postpaid
📱 Prepaid

📞 Postpaid — 周阶梯费率 / Weekly Tiered Rate

Cluster Leader · Postpaid固定规则 / Fixed Rule
CBC · Postpaid固定规则 / Fixed Rule
FSE · Postpaid
ABA Tier 1 · Postpaid
ABA Tier 2 · Postpaid
CBA_FLA · Postpaid(月度阶梯结算 / Monthly Downpayment)
CBA_Leadstore · Postpaid(70% × 套餐价 / Fixed % Per Order)
Referral Selling Staff · Postpaid
CBA_Tech · Postpaid
Online · Postpaid
BP_MiniHD · Postpaid
🏗️ BP_SUBCON · Postpaid 分包商管理 / Subcontractor Management 可编辑 / Editable

为 BP_SUBCON · Postpaid 配置不同分包商,各自设定独立的月目标、预付比例、达成比例。上传订单时需指定分包商名称和区域来匹配规则。 / Configure subcontractors for BP_SUBCON Postpaid, each with independent monthly target, downpayment rate, and achieved rate.

分包商名称 / Name区域 / Region月目标 / Target达成比例 / Achieved未达成比 / Unachieved状态 / Status操作 / Actions
📭 暂无分包商 / No subcontractors
🏗️ BP_BGY AGENT · Postpaid 代理管理 / Agent Management 可编辑 / Editable

为 BP_BGY AGENT · Postpaid 配置不同代理,各自设定独立的月目标、预付比例、达成比例。上传订单时需指定代理名称和区域来匹配规则。 / Configure BGY agents for BP_BGY AGENT Postpaid, each with independent monthly target, downpayment rate, and achieved rate.

序号 / No.代理名称 / Name区域 / Region月目标 / Target达成比例 / Achieved未达成比 / Unachieved状态 / Status操作 / Actions
📭 暂无代理 / No agents
🏗️ BP_BRGY Agent_Subline · Postpaid 代理管理 / Agent Management 可编辑 / Editable

为 BP_BRGY Agent_Subline · Postpaid 单独配置代理、区域、月目标、预付比例和达成比例;计算公式与 BP_BGY AGENT 保持一致。 / Configure agents, regions, monthly targets and rates separately for BP_BRGY Agent_Subline Postpaid; the commission formula remains the same as BP_BGY AGENT.

代理名称 / Name区域 / Region月目标 / Target达成比例 / Achieved未达成比 / Unachieved状态 / Status操作 / Actions
📭 暂无代理 / No agents
👥 CBC 月度目标管理 / CBC Monthly Target Management 可编辑 / Editable

CBC团队归属来自上传文件的 CBC 列;此区域可维护CBC编号、姓名和月度目标,佣金公式仍为只读。/ Team ownership comes from the uploaded CBC column; CBC code, name and monthly target are editable here, while commission formulas remain read-only.

CBC编号 / Code姓名 / Name月度目标 / Target75%奖励 / Reward100%奖励 / Reward操作 / Actions

📋 全部角色已实现 / All Roles Implemented

当前支持包括 Cluster Leader、CBC、BP_BGY AGENT、BP_BRGY Agent_Subline 在内的全部销售角色,Postpaid 与 Prepaid 规则均按角色独立识别。 / All implemented sales roles, including Cluster Leader, CBC, BP_BGY AGENT and BP_BRGY Agent_Subline, are identified independently for Postpaid and Prepaid.

📁 上传销售订单数据 / Upload Sales Order Data
📤

点击上传或拖拽文件到此处 / Click or drag files here

支持 .csv / .xlsx / .xls · 单个文件最大 20MB · 中英文列名自动识别 / Supports .csv/.xlsx/.xls · max 20MB per file

必需列:Username、销售角色、销售姓名、区域、产品套餐/Package、Plan Tagging(Postpaid/Prepaid)、订单日期;Cluster Leader订单还必须映射Payment Status(PAID/UNPAID)。Username 必须匹配管理员后台 Active 人员,姓名、角色和区域必须一致;角色和 Package 必须与系统目录精确匹配。Postpaid 必须填写套餐月费,Prepaid 可为空或为 0。 / Required: Username, Role, Name, Region, Package, Plan Tagging and Date; Cluster Leader orders also require Payment Status (PAID/UNPAID). Username must match an Active Admin record and its Name, Role and Region; Role and Package must exactly match the catalogues. Postpaid requires Plan Fee; Prepaid may be blank or 0.

✅ 已加载 / Loaded 0 条记录 / records

📝 文件列说明 / Column Reference

列名-中 / Column (CN)列名-英 / Column (EN)示例 / Example说明 / Note
销售角色Role / Sales RoleFSE必填,必须与角色目录精确匹配 / Required; must exactly match the Sales Roles catalogue
销售姓名Name / Sales NameZhang San必填 / Required
产品套餐PackageECDN必填,必须与 Package 目录精确匹配 / Required; must exactly match the Package catalogue
Plan TaggingPlan TaggingPostpaidPostpaid 或 Prepaid / Postpaid or Prepaid
付款状态Payment StatusPAID / UNPAIDCluster Leader必填;PAID才具备佣金或激励资格,但PAID与UNPAID都计入Posted数量 / Required for Cluster Leader; only PAID can earn commission or incentives, while both statuses count as posted
套餐月费Plan Fee / Amount1999 / 0 / 空白Postpaid 必填;Prepaid 可为 0 或空白,单位 PHP / Required for Postpaid; 0 or blank allowed for Prepaid, unit: PHP
订单日期Date / Order Date2026-07-01用于计算日历周 / Used for calendar week
SR创建日期SR Created Date2026-08-12用于判断两项激励的有效期 / Determines incentive-period eligibility
分包商名称Subcon Name / AgentABC SubcontractorBP_SUBCON/BP_BGY角色必填 / Required for BP_SUBCON/BP_BGY
区域RegionNCRBP_SUBCON/BP_BGY角色可选 / Optional for BP_SUBCON/BP_BGY
ACCOUNT_NUMBERACCOUNT_NUMBERACC-001客户/业务账号,区别于 Payment 账户 / Customer or service account, separate from payment account
账户类型Account TypeG-Cash可选,用于Summary报表 / Optional for Summary report
ACCOUNT NOACCOUNT NO / Payment Account No09171234567Payment 账户,如 G-Cash 账号 / Payment account, e.g. G-Cash
促销代码PROMO_CODEANTICOMPETITOR PROMO用于识别 Switch Promo Incentive / Used for Switch Promo Incentive
CBC归属CBC / CBC_CODECBC-001CBC个人订单填写本人编号;团队订单填写所属CBC编号 / CBC code for personal or managed-agent orders
CBC姓名CBC NameMaria Santos可与CBC编号任一精确匹配系统CBC主数据 / Exact-match CBC master data by code or name
📋 订单明细 & 佣金计算 / Orders & Commission Calculation 0 条记录 / records
#SR号 / SR Number销售角色 / Role销售姓名 / Name产品套餐 / Package Plan Tagging付款状态 / Payment Status套餐月费 / Plan Fee订单日期 / Date 区域 / Region日历周 / Week周订单数 / Wk Orders匹配阶梯 / Matched Tier 佣金比例 / Rate基础佣金 / Base Commission1499激励 / Incentive应付佣金 / Payable Commission
📭 暂无数据,请先上传订单文件 / No data. Please upload an order file first.
📈 佣金统计报表 / Commission Report
当前页面计算数据 / Current Page Data
支持选择多个已写入批次 / Multiple saved batches supported
全部 / All
全部 / All
全部 / All
全部 / All
全部 / All

📊 按销售角色汇总 / By Sales Role

💡 佣金总额 = 基础佣金 + 1499 Incentive + 月度结算补差 / Total Commission = Base Commission + 1499 Incentive + Monthly Settlement
销售角色 / Role订单数 / Orders套餐总额 / Plan Fee基础佣金 / Base Comm1499激励 / Incentive月度补差 / Settlement佣金总额 / Total Comm销售人员数 / Persons

👤 按销售人员 & 周汇总 / By Person & Week

销售角色 / Role销售姓名 / Name区域 / RegionSR号 / SR Numbers日历周 / Week周订单数 / Wk Orders套餐总额 / Plan Fee佣金总额 / Commission匹配阶梯 / Matched Tier

📦 按产品套餐 & Plan Tagging 汇总 / By Package & Plan Tagging

产品套餐 / PackagePlan Tagging订单数 / Orders套餐总额 / Plan Fee佣金总额 / Commission

🎁 订单级固定激励报表 / Order-level Fixed Incentive Report

💡 当前统计跟随上方批次和筛选条件。资格按 SR Created Date 判断。
A. Hero Plan 1499:2026-08-12 至 2026-10-15,符合条件为385 PHP。
B. Switch Promo:2026-07-16 至 2026-12-31,符合条件为200 PHP。
C. 互斥:同一笔SR同时满足两项时只发最高的385 PHP;同一账号的不同SR分别计算。
/ Eligibility uses SR Created Date. If both incentives apply to one SR, grant only the higher 385 PHP; different SRs under the same account are evaluated independently.
激励规则 / Incentive Rule适用条件 / Condition订单数 / Orders销售角色 / Roles销售人员 / Persons基础佣金 / Base Commission激励金额 / Incentive订单应付 / Order Payable

👥 CBC 团队Override与月度奖励 / CBC Team Override & Monthly Reward

类型 / TypeCBC编号 / CodeCBC姓名 / Name期间 / Period单量 / Orders个人 / Personal团队 / Team目标 / Target达标率 / Achievement奖励 / Reward

📅 CBA_FLA 月度结算补差 / CBA_FLA Monthly Settlement

💡 CBA_FLA Postpaid 规则:每周预付70%套餐价,月底按销售人员 + 区域分别统计月总单量匹配梯度(1-5→70%, 6-10→80%, 11-15→90%, 16+→100%),补发差额 = 最终比例 × 该区域套餐价 − 该区域已预付总额。 / CBA_FLA Postpaid: 70% weekly downpayment; month-end tier settlement is calculated independently by salesperson + region.
销售角色 / Role销售姓名 / Name区域 / Region月份 / Month月总单量 / Mth Orders匹配梯度 / Matched Tier已预付 / Downpaid最终应付 / Final补差金额 / Settlement

🏗️ BP_SUBCON 月度结算补差 / BP_SUBCON Monthly Settlement

💡 BP_SUBCON Postpaid 规则:每周按分包商 + 区域配置的预付比例预付,月底按销售人员 + 区域判断月总单量是否 ≥ 目标。达标 → 补至达成比例;未达标 → 仅付预付比例,不补发。 / BP_SUBCON Postpaid: weekly dp and monthly target are scoped by subcontractor/region and salesperson/region.
分包商 / Subcon销售姓名 / Name区域 / Region月份 / Month月总单量 / Mth Orders月目标 / Target达标判断 / Result已预付 / Downpaid最终应付 / Final补差金额 / Settlement

🏗️ BP_BGY AGENT 月度结算补差 / BP_BGY AGENT Monthly Settlement

💡 BP_BGY AGENT Postpaid 规则:每周按代理 + 区域配置的预付比例预付,月底按销售人员 + 区域判断月总单量是否 ≥ 目标。达标 → 补至达成比例;未达标 → 仅付预付比例,不补发。 / BP_BGY AGENT Postpaid: weekly dp and monthly target are scoped by agent/region and salesperson/region.
代理 / Agent销售姓名 / Name区域 / Region月份 / Month月总单量 / Mth Orders月目标 / Target达标判断 / Result已预付 / Downpaid最终应付 / Final补差金额 / Settlement
🗃️ 已确认计算批次 / Confirmed Calculation Batches
默认问数范围:最新已确认批次

每次点击“确认写入数据库”都会形成一个独立批次,并保存当时的规则版本快照。AI 问数默认查询最新批次;如需跨批次累计,请明确询问“全部历史”或“累计”。

状态 / Status文件 / Source File批次 ID / Batch ID订单数 / Orders佣金 / Commission补差 / Settlement规则版本 / Rule Version写入时间 / Created At操作 / Action
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