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 Rep 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 Rep will then be available to view in Cloud Reports, within the Sales by Rep Report and the Transaction Commission Report.
The Sales Rep is also shown on the full-size documents for the transaction or order, and you can filter the Recall Orders grid to show only a particular Sales Rep's orders and quotes.
This article explains how to set a Sales Rep 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 Rep 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 Reps that have been assigned to the current store will appear at the top of the screen, but you can select a Sales Rep from another store if required.
3) Click the button for the chosen Sales Rep. This sets the Sales Rep for the whole transaction. This also overwrites any Sales Reps set 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.
When a Sales Rep is set for the whole transaction, their name and email address will be shown on the transaction's full-size documents, below your store's VAT number:
If no Sales Rep is set, the documents will not include any Sales Rep details. Sales Rep details are not shown on 40-Col receipts.
To set a Sales Rep for a single item
You may have a large customer order which has been added to by several different Sales Reps 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 Reps that have been assigned to the current store will appear at the top of the screen, but you can select a Sales Rep from another store if required.
3) Click the button for the chosen Sales Rep. This sets the Sales Rep 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.
Sales Reps on full-size documents
A Sales Rep is only shown on full-size documents when the same Sales Rep is set for the whole transaction. If you've only set Sales Reps on individual item lines, or different item lines have different Sales Reps, no Sales Rep will be shown on the document.
Filtering the Recall Orders grid by Sales Rep
You can add a Sales Rep column to the Recall Orders grid, so you can filter the grid to show only the orders and quotes for a particular Sales Rep.
1) On the Point of Sale screen, click the clipboard icon in the top right to open Recall Orders.
2) Click Manage View and add the Sales Rep column:
3) The grid will now show the Sales Rep number and name for each order. To filter the grid, use the filter on the Sales Rep column and choose the Sales Rep you want:
The filter list includes every Sales Rep across all of your store(s), not only the Sales Reps assigned to the current store.
If a Sales Rep is set in the Point of Sale, you'll see a switch labelled Show only orders for Julie (or whoever!) in the top left. Turn this on to show only that Sales Rep's orders and quotes, or turn it off to see all orders. If you've added the Sales Rep column to the grid, the switch will be turned on automatically when you open Recall Orders:
Sales Rep column in the Back Office
The 'Sales Rep' column is also available through 'Manage View' on the 'Customer Orders' and 'Customer Order Lines' grids in the Back Office, and on the 'Orders & Workshop Jobs' tab in a customer's record.
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 Reps. This can be enabled and disabled on each register/till. Navigate to 'Setup' > 'Registers' 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.
Why isn't the Sales Rep showing on my full-size document?
A Sales Rep is only shown when the same Sales Rep is set for the whole transaction or order. Set the Sales Rep using 'Set Sales Rep' in the 'Sales & Returns' menu, rather than on individual item lines.
