Service Staff Commission
One document per commission period: a list of service staff with their targets, then the application calculates actual sales from the sales lines that carry each service staff, profit, and commission according to the Service Staff Commission Rules - and, if you want, posts the commission to payroll.
When This Form Is Used
- At the end of each period (month/quarter) to calculate commission for the service staff recorded on Sales invoice lines and POS receipts.
- At the start of a period to set a target per service staff - it can be copied from the previous period.
- When the commission has been agreed and will be paid through payroll: Post to Payroll.
Fields to Watch
| Field | What to watch |
|---|---|
| Code | The period number. It fills itself with the next sequence number on Add; it does not follow the division numbering format used by Sales Commission. |
| Division, Currency | Period scope: only sales in this division and currency are counted. |
| From Date, From Time, Until Date, Until Time | Period boundaries down to the hour. The defaults are 00:00:00 to 23:59:59, so a full-month period only needs the dates. |
| Service Staff Group | Empty = all groups are included when you Fill Service Staff List. |
| Subtract Sales Return, Subtract Product Discount | Switches that reduce actual sales: sales returns and line discounts are subtracted from turnover before commission is calculated. |
| Accumulate Commission Rules | On: the results of all matching rules are added together. Off: the rule evaluated last is used. |
| Salary Type (Commission), Post to Payroll, Posting Date | The destination salary component. Turning Post on locks the period and writes one salary record per service staff with paid commission, through the service staff to employee mapping. |
| Target & Actual Per Service Staff tab | One row per service staff. Sales Target is typed; Actual Sales, Achievement, Profit, Transaction Commission, Product Commission, Total Commission, and Paid Commission are filled by the Process button. |
How Actual Sales Is Calculated
- The source is the sales lines (Sales invoices and POS receipts), not the invoice header: only lines whose Service Staff column holds that service staff are counted. One invoice may carry several service staff.
- A service staff’s actual sales = the total of their lines in the period, less sales returns when the return switch is on.
- Invoice-level (transaction) discounts are not subtracted, because they are not split across lines. There is no “Paid Invoices Only” switch and no receivable commission as in Sales Commission.
- For that reason Paid Commission equals Total Commission; there is no pro-rata against incoming payments.
Workflow
- Fill in the period, division, currency, and the subtract switches. Save.
- Press Fill Service Staff List - every active service staff (in the selected group) enters the tab.
- Type each service staff’s target, or press Copy Previous Period Target.
- Press Process Actual & Commission. Actual sales and commission are filled according to the Service Staff Commission Rules.
- Review; repeat Process at any time before posting - typed targets are kept, including per-product targets.
- Turn on Post to Payroll and save if the commission is paid through salary. The period is locked; turning it off again withdraws the posting.
Common Problems
- Zero actual sales for everyone: the sales lines carry no service staff, or fall outside the period’s division, currency, date, or time.
- Actual sales filled but commission zero: the service staff does not hold a Commission Rule (the Commission field on the Service Staff master). For Product-category rules the rule must also be attached to the product sold - only rules owned by both are used.
- A message asks you to save first: the Fill, Copy Target, and Process buttons work only after the period has been saved.
- Posting fails for some service staff: they are not mapped to an employee, so there is no destination salary row.
- Empty service staff list on Process: press Fill Service Staff List first. Staff added afterwards are included when you press it again; existing ones are not duplicated.
Menu Location
- Sales & POS / Customers & Sales Team / Service Staff Commission
/form/servicedoercommission