Commissions |
  
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Commissions |
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This is Not a Feature of PFR. Contact your dealer if you wish to upgrade.
•POSitive can handle simple commission calculations and payments. POSitive does not do graduated commission calculations based on an employee status or sales total. You may wish to consider setting all commission percentages to 1% and then doing additional computations outside of POSitive.
•Commission tracking is on a per inventory item basis allowing you to selectively choose which items will be subject to commission payouts when sold. However, category defaults can be activated to assign or re-assign commission tracking to all inventory within that category. A fixed value cannot be applied through a category default.
•Commissions can be calculated on a percentage of the selling price or of the profit. A fixed commission or spiff can be assigned to an item.
•Commissions are only calculated when product has been invoiced, not just placed on an order.
•Commissions are deducted from the sales person when the product is returned by the customer, (but only if the return is linked to the original invoice).
•Commissions are awarded to the "Sales ID" and not the "Cashier ID." There is a setting in Station Settings: Invoice/Misc for prompting for the salesperson who will get commissions. This is handy if a cashier simply creates invoices for specific sales people.
•When converting a Quote to an Invoice, POSitive checks the Sales ID of the originator with the Sales ID of the person performing the conversion. POSitive then gives the option to assign commissions to the Original sales person, the person converting the order, or to "Split" the commission.
Click here to watch our Setting Up Sales Commissions video.
•Register the Commission Module
•Activate Commission Tracking options on POSitive Setup Form
•(Optional) Consider activation of "Default To Customer Assigned Sales ID When Invoicing" on the POSitive Setup Form.
•(Optional) Activate Commission Tracking options on the Station Settings: Invoice/Misc
•Flag individual inventory items for tracking commissions. This can be done automatically through Category Defaults or on a per piece basis.
First, be sure that commission tracking has be activated and individual inventory items have been set to payout a percentage or fixed amount when the item is sold.
When you create an invoice, the person logged in will get credit for the commissions. To re-assign or to split commissions press ESCape to access those options.
As a manager, or one with rights to access Commissions (see POSitive Security Options), you will periodically process commissions to be paid.
Go to Management: Commissions
This will open the Commissions screen. Highlight Comission Posting on the left. (see Sales Commission Posting)
Highlight an employee on the left.
Flag specific transactions for payout using the Space-Bar or the Pay/UnPay buttons.
Choose Post Commissions [F9]
Once commissions have been paid, you can review payments per employee, per batch (see Sales Commission History)