Sale & Appointment

How to do commission allocation for specific sale ticket?

1. Click on Setting

2. Click on SALE SETTING

3. Click on OTHERS

4. Select On for Commission Allocation to enable using it

5. [Optional] Turn on this setting if you wish to keep payment value not more than its sale (refer Step 15)

[!] E.g.: Let’s say Product A sold for $500. The payment value cannot be $550.

6. [Optional] Turn on this setting if you wish to keep the total allocation of the commission to 100% (refer Step 17 and after)

[!] E.g.: If Staff A has allocated 60% of the commission, Staff B cannot allocate another 65%.

7. Click on SAVE

8. Make sure the setting has been saved

9. Click on Sale & Appointment

10. Click on SALE TICKET

11. Select an old sale ticket and click on the pen icon to edit it

12. Click on Commission

13. As commission calculation is based on payment, select a payment to allocate the commission.

[!] If you are not sure which to choose, you can keep selecting the latest one.

14. Untick the Use Default checkbox to do custom sale commission allocation

15. Enter a value for payment to calculate the commission

[!] If you have done step 5, you will not be able to enter a value higher than the total sale

16. [Optional] You can click on Full to directly enter the total sales value

17. Enter the percentage of sale commission allocated to Staff A. Value will be reflected based on input.

[!] This step can be done differently, please refer to Step 21

[!] If you did step 6, you will not be allowed to enter a value which causes a total percentage over 100%

18. Enter the percentage of sale commission allocated to Staff B. Value will be reflected based on input.

[!] This step can be done differently, please refer to Step 21

[!] If you did step 6, you will not be allowed to enter a value which causes a total percentage over 100%

19. Untick the Use Default checkbox to do custom service hands-on commission allocation

[!] This will only appear if the payment is related to service usage

20. Enter payment value or click on Full, commission will be calculated based on this value

21. Enter a value of the sale commission allocated to Staff A. Percentage will be reflected based on input.

[!] This step can be done differently, please refer to Step 17

[!] If you did step 6, you will not be allowed to enter a value which causes a total percentage over 100%

22. Enter a value of the sale commission allocated to Staff B. Percentage will be reflected based on input.

[!] This step can be done differently, please refer to Step 17

[!] If you did step 6, you will not be allowed to enter a value which causes a total percentage over 100%

23. [Optional] You can add more details as references in this section

24. Click on SAVE

25. Make sure the record has been saved

Last Update: Aug 2023

Still need help? Don't worry, we're here to help

Still need help?
Don't worry, we're here to help

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