Help with calculating comission

[jetfish]

Help me please, how to create the mechanism for calculating staff commission for sale products from a certain category.
When add a product to the ticket, need to choose which of the staff sold the product. And at the end of the day have to pay to each staff a fixed amount for each sold product from cash drawer.

Example:

1. When add product#1 to ticket, I choose staff name using order tags
2. At the end of day we know how many products was sold by every staff
   Staff#1 - 2 products
   Staff#2 - 5 products
   ,
3. At the end of day I want to press on button “Pay comission” which will transfer money to staff accounts from cash drawer
   Staff#1 account - 2 * fixed amount
   Staff#2 account - 5 * fixed amount
   …

[JTRTech]

@jetfish

1. When add product#1 to ticket, I choose staff name using order tags

Do all staff have their own login?
If so I would set the tag to be based on {:CURRENTUSER} additionally I would look to use order state rather than tag as would leave a cleaner interface vs order tag.

@jetfish

2. At the end of day we know how many products was sold by every staffStaff#1 - 2 productsStaff#2 - 5 products

This would need a custom report, unfortunately cant offer much assistance here but should be easily doable to count orders with state of Staff1 etc.

[Jesse]

Hello @jetfish can you answer a few simple questions first before we get started?

1. Do your employees use their own logins?
2. If they do not use their own logins how do you track employee sales etc? Are they Entities?

[jetfish]

Hello

1. No, they don’t. They are just sales staff like agents. They don’t have access to POS.
2. Right now I just use order tags to mark every special order with employee names. But I can create them as entities if it helps to solve my problem

[Jesse]

@jetfish

2. Right now I just use order tags to mark every special order with employee names. But I can create them as entities if it helps to solve my problem

Several approaches can be made for this. I recommend using Employee Entities. So create an Entity Type call it Employees Then create your employee entities. We can automate assigning them to tickets when they start a ticket if you like. It can be a simple pin entered when they click POS button or it can be triggered to ask them to enter a pin when order first added to ticket. When they enter the pin it adds them to ticket.

Once your employee entity is added to ticket then its simple in reports to report on them. Answer this question what would you like the report to look like? Can you give us example of what you want in it and how you vision it to look?

BTW it doesnt have to be pin you can make them typ0e first name, Click a button whatever you wish.

[jetfish]

Is it possible to assign Employee Entities to order? In one ticket can be few different orders sold by different employee

[QMcKay]

You cannot assign Entities at the Order-level. They can only be assigned at the Ticket-level. That said, it wouldn’t hurt to create Employee Entities anyway, and have associated Accounts for them as well. Then you can automate the account transactions in the future which would be beneficial. EDIT: I see you mentioned already having Staff Accounts, so that is good.

Since you may have multiple Employees assigned on a single Ticket, you only have 2 options for Order-level assignment: Order Tags and Order States. You can report on both. I can’t immediately think of any reason why you would choose one over the other in this scenario, suffice it to say the display of information will look different on the Ticket. So you can stick with Order Tags.

You might consider making the Account Transactions when the Order is Tagged, rather than trying to do it at the end of the day. It will be simpler to do. Or, if you don’t want to make an actual Transaction, you could possibly store a running Total in an Entity Custom Data Field.

[jetfish]

@QMcKay

You might consider making the Account Transactions when the Order is Tagged, rather than trying to do it at the end of the day. It will be simpler to do.

Thanks for Suggestion. I tried to do as you said, but nothing happened with stuff accounts. Can you explain how to make all the Automation stuff (actions, rules, etc.)

[mjb2000]

Hi @jetfish

This is something I’m very interested in. Did you get anywhere with this?

I particular I’m looking to have different staff winning commission for different order items within one ticket, and, if possible have multiple staff sharing commission for some items.

Did you manage to get end of day account transactions done, or did you go for account transactions applied for each ticket that is processed?