Commissions

Commissions

Commissions Overview

Commissions are a simple, fast, and intuitive way of adding a spiff to a specific item(s) and keeping track of the payouts to employees that made the sale. This is all trackable via reports and on the leaderboards within the point of sale. Commissions are a great way to push specific products, as the best marketing/salespeople are always the cashiers.

Navigating to the Commission Module:

To reach the Commission module:
  1. Login to Control Center
  2. Choose Point of Sale
  3. Choose Pricebook
  4. Choose Commissions

Understanding the Commission Module Layout

Please see the image below labeled Figure A for a description of the buttons and fields that appear on the screen.


                                                                               Figure A

Fields: 

1. List: This is a list of created commissions that appears on the screen as highlighted in (Figure A).

Buttons:

2.1 Add New: This button will assist you to add a new commission.
2.2 Manage Commission Group: Click on this button to manage the commission group.
3.1 Edit Commission: This button will help you edit the already created commission in the POS.
3.2 Delete Commission: This button will help you delete the existing commission in the POS.

Adding a New Commission:

Follow the steps mentioned below to add a new commission:
  1. Click the “Add New” button highlighted in Figure A above to add a new commission.
  2. The form highlighted in Figure B will appear on your screen.

                                                                  Figure B
  1. Fill in the required information in each field to add a new commission group.
  2. Finally, you may save, close, or add a new commission using the highlighted buttons.

Editing a Commission:

Follow the steps mentioned below to add a new commission:
  1. Click the “Add New” button highlighted in Figure A above to add a new commission.
  2. The form highlighted in Figure C will appear on your screen.

                                                                         Figure C
Fields & Buttons:
1.1: Name: Enter the name of the commission in this field.
1.2: Commission Group: From the drop-down list choose the right commission group or no group accordingly.
1.3: Type: In this field, select the type of commission you wish to implement-
  1. Spiff flat (a dollar amount): It is a fixed type of dollar amount commission and is offered irrespective of the profit.
  2. Percent of profit: This type of commission is offered with a certain percentage of the profit made on a particular item (i.e., 1% or 2% of the profit).
  3. Percent of price: This type of profit is offered at the price marked on the item. This is also free of profit.
1.4: Start Date: Select the start date from which the commission is to be implemented.
1.5: End Date: Specify the end date from the drop-down calendar on which you wish to end the implemented commission.
1.6: Amount: You can enter the amount for commission manually or increase or decrease the value with the up/down arrow button associated with the field. You can also leave the counter to 0.00 if nothing is to be entered in the field.

Buttons:

  1. Save & Close: Click on this button to “Save” the changes and exit the Commission form. 
  2. Save & New: Click on this button to “Save” and open up a new Commission form. 
  3. Save: Click on “Save” if you wish to stay on the same commission form. 
  4. Cancel: Click on “Cancel” to discard changes made in the commission form.

Deleting the Commission Groups:

Follow the steps mentioned below to delete a commission:

  1. Click the “Delete” button highlighted in Figure A above to delete a commission.
  2. The dialog box highlighted in Figure D will appear on your screen.
 
                                                        Figure D
  1. Click “Yes, Delete” to continue the process of deleting your commission.
  2. Click “Cancel” to close the popup and skip the deletion process.

Managing the Assignment Tab:

Follow the steps mentioned below to manage commission groups:      

  1. Sort the location type from the drop-down menu as highlighted in Figure E.
          
                                           Figure E
  1. By locations: You can implement the current commission status at specific locations as per the requirement.
  2. By Location Group: Apply the commission changes for a group of locations.
  3. All: Select "All," if the change is to be implemented in all your business locations.
  1. Click the “Manage” button highlighted in Figure A above to assign, edit, or delete the commission group.
  2. The form highlighted in Figure F will appear on your screen.

                                                                      Figure F

1. Move Next: Click on this button to move ahead with the selection that is made from the left-side list of locations
2. Clear Selection: Click on this button to clear all selections made to the right side list of locations.
3. Delete: This button helps you delete a single selection adjacent to this button.
4.1:  Apply: Click on this button will help you apply all the changes made in the manage location box.
4.2: Close: This button will help you close the current form.
Manage Assignment: Assignment can be managed by location, or by location groups. Here, you get three options as highlighted in Figure E.
  1. Commission Filters: You have the ability to filter commission according to the brand name.
       
                                                 Figure G
1. Add Item Type: You can add the item on which commission is applied. The filter can be applied either through the item category. This field is associated with a drop-down list with a variety of item filter options to choose from. (See Figure H).

2. Manage Brand
2.1: Manage: This button will help you manage the items in the item type category.
2.2: Clear: This button will clear the whole item type category.
3. Manage Department Group: 
         3.1:Manage: This button will help you manage the items in the item type category.
         3.2: Clear: This button will clear the whole item type category.


                            Figure H

Managing Commission Groups:

  1. You may modify the existing information provided in various fields. You can Add Commissions, Edit, or Delete the Commission Group.
                                             Figure I

Buttons:

1.1: Assign Commission Filters: While managing the commission group, you get an option to assign a commission filter with the help of this button.
1.2: Edit Commission Group: This button will help you edit the commission group.
1.3: Delete Commission Group: This button will delete the commission group.

2.1: Add Commission Group:  Click here to add a new commission group.
2.2: Cancel: Click on this button to cancel all the changes made.

 Edit Commission Group:

 Follow the steps mentioned below to edit commission groups:
  1. Click the “Edit Commission Group” button highlighted in Figure I above to edit the commission group.
  2. The form highlighted in Figure J will appear on your screen.

                                                  Figure J
 You can edit the commission group name and update the group name.   

Assign Commissions

 Follow the steps mentioned below to edit commission groups:
  1. Click the Assign Commission button highlighted in Figure I above to edit the commission group.
  2. The form highlighted in Figure K will appear on your screen.
 
                                           
                                                                             Figure K

1. Move Next: Click on this button to move ahead with the selection that is made from the left-side list of filters.
2. Clear Selection: Click on this button to clear all selections made to the right side list of filters.
3. Delete: This button helps you delete a single selection adjacent to this button.
4.1:  Apply: Click on this button will help you apply all the changes made in the manage location box.
4.2: Close: This button will help you close the current form.

Deleting the Commission Groups:

Follow the steps mentioned below to delete commission groups:

  1. Click the Delete Commission Group” button highlighted in Figure H above to delete the commission group.
  2. The dialog box highlighted in Figure L will appear on your screen.

                                               Figure L
  1. Click “Yes, Delete” to continue the process of deleting your commission group.
  2. Click “Cancel” to close the popup and skip the deletion process.