Commission Structure

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The SoftBooking system has a basic commission facility, where the user can define when and how much commission is paid to each member of staff for selling selected products and treatments.

To set the system to record commission select Options on the toolbar and then select Commission Structure from the options menu, this will take you through to a screen titled Commission Structure. The commission structure screen is split into three tabs:

General Tab

Use the general tab to turn commission calculating on and define how it works:   Pay commission - Tick this to turn on commission;   If no commission person selected on walkin screen, pay to logged on staff? - Tick this to pay commission to whoever is logged onto the system if no predefined person is selected;   Do you want to force commission person to be selected for every sale? – tick this to prevent a payment being completed without a commission person being selected.

Treatments Tab

Use this tab to define if or how commission is paid on treatments:   Pay commission on treatments? – tick this to allow commission to be paid on treatments;   Pay commission to therapist who completed treatments? – tick this to allocate commission to therapist who actually did the treatment;   Allow manual override on the walkin screen? – This allows the automated commission person to be changed at payment stage;   What % of the treatment sale price do you pay in commission? – If you pay a commission based on a % of the sale price of the treatment, enter the % here.

Products Tab

Use this tab to define if or how commission is paid on treatments:   Pay commission on products? – tick this to allow commission to be paid on products;   Pay commission to therapist who completed treatments? – tick this to allocate commission to the therapist who completed a treatment which is on the same invoice as the product.   Allow manual override on the walkin screen? – This allows the automated commission person to be changed at payment stage;   What % of the product sale price do you pay in commission? – If you pay a commission based on a % of the sale price of the product, enter the % here.

Please note

Commission is not allocated to the sale of vouchers as it is paid when the vouchers are redeemed; commission is not paid on charges as no treatment will have been completed for a charge to be enforced.

Viewing commission person on walkin screen

If commission is set to be calculated on the system, the selected commission person will be shown on the walkin screen in the main box, which displays all the products and treatments to be bought in a transaction. The commission person will be displayed in the final column titled Commission To. The commission person can be changed by clicking on the appropriate sale line and pressing the arrow in the commission box, a dropdown list will display all staff members.

Viewing and amending Commission reports

Commission can be viewed and amended in the reports section of the system, to access the commission report select reports from the main toolbar, then in the top report category select the Sales, in the second box titled select report choose the report titled Sales Modify Commission by staff.

A report will now appear which requires a start and end date to be chosen from the respective calendars, press the button Load Commission. The commission report will now be displayed; you can modify the staff name and commission value by clicking on the appropriate cell.