In this video, we walk you through how to access and view commission reports in the Point of Sale system. I demonstrate the steps to select and run a commission plan, highlighting how the alternate salesperson appears when hovering over entries. It's important to familiarize yourself with this process, as it will help you better understand our compensation plans.
Commission Report Review and Analysis
Key Steps
Access the Point of Sale System
Log in to the Point of Sale system using your credentials.
Navigate to Reports
Locate and click on the 'Reports' section in the main menu.
Select the Commission Tab
Within the Reports section, find and select the 'Commission' tab to access commission plans.
View Commission Plans
Identify the 'Compensation Plan' dropdown menu.
Click on the dropdown and select the desired compensation plan you wish to review.
Analyze Commission Entries
Scroll down to the bottom of the commission report to view the list of orders associated with the selected salesperson (e.g., Rodney).
For each order, hover over the 'Split' entry to reveal the name of the alternate salesperson sharing the commission.
Document Findings
Take notes on any discrepancies or important information regarding commission splits for future reference.
Report Issues (if applicable)
If you encounter any issues or discrepancies, document them and report to your supervisor or the relevant department for resolution.
Cautionary Notes
Ensure you are trained on the system and familiar with the commission structure before proceeding.
Double-check the selected compensation plan to avoid reviewing incorrect data.
Be cautious when hovering over entries to ensure you are accurately capturing the name of the alternate salesperson.
Tips for Efficiency
Familiarize yourself with the layout of the Point of Sale system to navigate quickly.
Use keyboard shortcuts (if available) to expedite the process of accessing reports.
Set aside dedicated time each week to review commission reports to maintain consistency and accuracy.
Keep a checklist of common issues encountered during reviews to streamline the reporting process for future analyses.