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How to Turn on and Set Up Commissions

How to Turn on and Set Up Commissions

This article is for anyone who needs to know how to turn on and configure commissions in the Pinogy POS.

 

 

To turn on commissions :

  1. Open the Employee Dashboard

  2. Click on Settings

  3. Click on the Rewards tab

  4. On the Commissions tab, put a check in Enable

  5. Set for All or Individual Locations

  6. Set the Commission Percentage Rate

  7. Set the drop-down for whether the commission is based on Net or Profit

  8. Set the dropdown for if the commission is to be asked on each Invoice, Default to Sales Person, or Only on Individual Lines.

  9. Click Save when done.

  • Ask on each Invoice — At the beginning of an Invoice, the cashier is prompted to manually choose which employee or employees get credited for the commission on that invoice. In short, the register asks, once per invoice, who should get the commission for this whole invoice.

    What you see at the register: Right after the first item is added, a box pops up asking you to choose an employee. Everything on that invoice the first product and every product added afterward will go to whoever you pick.
    You can also split it. The box lets you name up to 5 employees and give each a percentage, as long as the percentages add up to 100. For example, two salespeople who worked the sale together could be entered as 70% and 30%.
    Best used when the person selling and the person at the register are often different people, or where two people team up on a sale.
    Watch out for two things. First is that the pop-up appears after the first item, not before. That is normal. Scan/enter the first item, then answer the box. Second, the box has no Cancel button at the register. You have to pick somebody. This is on purpose, so no sale slips through without a name on it.

  • Default to Salesperson — The commission is automatically assigned to the salesperson. The salesperson is considered the person who added the products to the invoice. For example, if employee 1 added products A, B, C, & D to invoice 12, the invoice is put on hold, then employee 2 added products E, F, & G to that same invoice. Employee 1 will be credited as the salesperson for products A, B, C, & D, while employee 2 will be credited as the salesperson for products E, F, & G. This process is automatic and doesn't require a manual prompt. In short, whoever rings up an item automatically gets the commission for that item. There are no pop-ups. It just happens.
    If a manager rings up items on behalf of a salesperson, the manager gets the credit because the register only knows who is logged in. To fix that, use the edit (pencil) button on the item and change the commission by hand.

  • Only on Individual Lines — The register will not prompt the cashier who should receive commission on the invoice. Instead, the cashier will click the pencil next to each product and assign commissions manually. Nothing automatic. The register never asks, and it never assigns commission on its own. Someone has to assign it deliberately, product by product, in order for anybody to get paid with this setting: Select the item, press the edit (pencil) button, and choose Change Commission. Pick the employee (or split it among several). Or you can set specific products to always ask. Any product can be flagged "Prompt for Commission." When that product is added to an invoice, the register will pop up the commission box for that item only. Best used with stores where only a few products pay commission. For example, puppies or big-ticket items and everything else does not. What to watch out for: If nobody takes the extra step to assign commissions product by product, nobody earns commission. This setting can lead to an empty commissions report. The setting is working correctly; it’s just not being used correctly.

On the Commission Overrides tab, you can set different commission rates for specific employees.

  1. Click on Add to add an employee for whom you want to set the override for

  2. In the Manage Commission window that appears, use the Employee drop-down menu to select the employee

  3. Set the Commission Rate percentage.

  4. Click Save when Done.

 

To edit an existing override, highlight the employee and click manage. It will have the same Manage Commission window, except the employee can’t be changed. Highlight an employee and click Delete to delete an override.