If you intend to offer your staff commission to incentivise and reward their ability to make sales, Cloud POS offers functionality to make calculating earned commission a more straightforward process.
The sales representative assigned to the transaction will earn commission based on the items sold and the commission rate assigned to the items. Commission earned by each sales representative will then be available to view in Cloud Reports, within the Sales by Rep Report and the Transaction Commission Report.
This article explains how to set a sales representative in the Point of Sale. For guidance on setting up the commission rates for your items, please refer to the following article: How do I set up and use Commission?
To set a sales representative for the whole transaction
1) Click into the Sales & Returns menu.
2) Click Set Sales Rep.
You will be taken to the Select Sales Representative window. In a multi-store environment, sales representatives that have been assigned to the current store will appear at the top of the screen, but you can select a rep. from another store if required.
3) Click the button for the chosen sales representative. This sets the sales representative for the whole transaction. This also overwrites any set sales representatives on individual item lines (see below).
The set sales rep. is shown in the transaction summary panel:
To amend your choice, you can click on the blue text (Sales Rep.) or repeat the steps above using the Sales & Returns menu.
To set a sales representative for a single item
You may have a large customer order which has been added to by several different sales representatives over time.
The sales rep. can be set per line so that you are able to see who added each item and commission can be earned fairly.
The following can be done at any point up until the transaction is tendered.
1) Click the drop-down arrow on the left of the item line.
2) Click the blue text Sales Rep.
You will be taken to the Select Sales Representative window. In a multi-store environment, sales representatives that have been assigned to the current store will appear at the top of the screen, but you can select a rep. from another store if required.
3) Click the button for the chosen sales representative. This sets the sales representative for this item line.
To view the set sales rep., click the drop-down on the left of the item line again.
To amend your choice, you can click on the blue text (Sales Rep) to be taken back to the Select Sales Representative window.
Frequently Asked Questions
How do I create a sales rep.?
You can do this in the Cloud POS Back Office. Follow the instructions here: How do I add or deactivate a Sales Representative?
Can I require a sales rep. to be set on every transaction?
Yes, you can enforce the use of sales representatives. This can be enabled and disabled on each register/till. Navigate to ‘Setup’ > ‘Registers & Barcode Label Printers’ in the Cloud POS Back Office. Click ‘Edit’ beside your chosen register. In the ‘Settings’ section of the page, tick the box beside ‘Make Sales Reps Mandatory’.
What will happen if a different sales rep. recalls the order?
If the sales rep. is set in the Point of Sale before an order is recalled, and the sales rep. saved against the order is different, the sales rep. set on the order will be prioritised. To explain this further, here is an example scenario:
- James creates and saves a customer order for Ms Parker, with the sales rep. set as James on the whole order.
- A week later, Ms Parker comes into the store to collect her items. Megan is working at the time, and she has set herself as the sales rep. in the Point of Sale.
- Megan recalls the order for Ms Parker.
- She will see a message on the screen, stating that the sales rep. has been set to James.
This is designed so that James still receives any associated commission for the sale, since he set it up with the customer.
