Tracking Your Sales Commissions
You can get to this part of the system by clicking on Reports in the blue Admin Toolbar and then clicking Sales Commissions. If you have not yet activated this function, please read below to see how to turn it on.
Activating Sales Commissions
You can turn this function on by clicking on the Gear Button > Beta Features, then find Sales Commissions in the list and toggle it to Yes. Please note, you must be a POS customer to utilize this feature.
For any of your employees to be able to track sales commissions, you will need to make sure they have a user account saved in the system. You can create accounts by clicking on the Gear Button and then going to Users > Users. No special setup is required for a User to be a listed Sales Representative, just make sure they have a User account. For more information on setting up Users and permission levels in User Groups, please click here.
Configuring Your Sales Commissions
To configure settings for your Sales Commissions, click on the Gear Button > Settings > POS Settings, and in the General tab that loads, look in the lower part of the right column for the Sales Commissions section pictured below.
Default Clerk as Sales Rep - If you activate this option, whichever employee is logged into the Register for the transaction will automatically be set as the commissionable sales representative. You will still be able to adjust this for the transaction, either changing the rep or splitting the commission as needed.
Default New Products to be Commissionable - This option will set any new products you create to be commissionable items. So if your standard inventory is usually commissionable, this is an excellent option.
Default Serialized Products to be Commissionable - If your serialized inventory is primarily sold by commission, turning this on will ensure that all new serialized inventory is set to generate sales commission information.
Configuring Products to Be Commissionable
You can set any product saved in your system under the Products menu to generate Sales Commission data whenever they are sold through the Point of Sale.
- To do so, go to Products > Products and search for the product you want, then click on its Title to open the detail view.
- Click on the Advanced tab.
- Toggle the Commissionable option to Yes, as pictured below.
- Save the product.
You can also configure products to be commissionable in bulk with the following steps:
- Go to Products > Products.
- Search and / or Filter for the products you want.
- Check the boxes on the left for the ones you want to modify.
- Click the Bulk Actions button and click Edit Products in the drop-list.
- In the Edit Products panel that opens, click the drop-list to Select Items to Edit and find Commissionable and click on it.
- Click the drop-list for Commissionable, set it to Yes, and click to Save that preference.
- After applying any other edits you want, at the bottom of the panel, click Update Products, and you're all set!
Setting the Sales Representative for a Transaction
When doing a transaction from the Register, you can set one or more of your Users to be the commissioned Sales Rep(s). You can do this from the right-side of the screen by clicking the blue pencil next to Sales Rep, as pictured below.
When you click the blue pencil, a panel will pop up and let you search for the Sales Rep(s) you want. If you only enter one name, that name will display in the Register and the rep will get 100% of the available commission on the sale. If you search for more than one name, commission will be initially split evenly between the reps, or you can adjust one of the splits and then click on the other and the split will adjust for them appropriately, as pictured here.
Click to Close the panel once you have the Reps and percentages the way you want. Please note that this is not determining the percentage of the sale amount that will be paid to the sales representatives, just what percentage of the commissions themselves the rep(s) will receive. Also note that only commissionable items in the transaction will count toward the sales commissions.
Sales Commissions Report
Once this feature is active, you will also have a Sales Commissions report under the Reports menu. You can look at whatever time frame you need and see each item that was sold that generated commission, who the Sales Rep was, the Customer, Pricing, Profits, and the Commission Split percentage for that rep. This report is intended for managerial use, and its visibility and access can be configured by going to the Gear Button > Users > Groups, and setting the permission level for the group by either turning off or on access to that report.