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QUESTION
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How are the sales by employee calculated regarding service orders and layaways? More specifically, if one person enters the items on the service order and another cashier converts it to an invoice who gets the credit? Also, if a tech enters an item then another tech enters an item on the same service order, how is the credit given?
ANSWER
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1) Commission is never calculated nor paid for pending layaways or orders. Only when the pending ticket is converted to an invoice will the Commission Processing screen be updated. The reasoning for this is that the inventory is not really sold yet and the pending ticket is still subject to being voided.
Service orders may be created by anyone. A technician who will be responsible for the service order should go to ESC Menu and choose "Change Sales ID" thereby giving that tech full rights to all commissions.
When the service order is converted to an invoice by a Cashier, the assigned tech retains the commissions. The Cashier is never included automatically.
If two techs are involved in work on the service order, at any time, a line item (not the whole service order) can be set to a specific tech or set split commissions between techs. Rightmouseclick the line item, choose Set Commission, and enter a percentage for the tech(s).
2) With version 2003.2 CR 5 there is a new station setting for prompting one to select the employee who will be earning the commission. After the primary sales person is added, then a secondary salesperson can be selected while invoicing.
3) The built-in Help file and PFW manual explain much more detail about commissions.
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