Sales Agents
Paying commission to the people who sell for you, and running van and field sales: stock issued, counts, cash settlement and routes.
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How to Set Up Sales Agents and Pay Commission
Add your agents under Sales Agents → Agents, then set how they earn under Commission rules: a percentage, a fixed amount, a tiered rate or a share of margin. Commission is calculated on every sale credited to an agent. Approve it under Commissions and pay it under Payouts.
How to Run Van Sales: Issue Stock, Count the Van and Settle Cash
Create a business location for each van and assign it to a field agent under Sales Agents → Field stock. Issue stock to the van, let the agent sell from it on the POS, count the van to find any shortage, and settle the cash they collected at the end of the day.
How to Settle Agent Cash and Agent Debts
Sales Agents → Cash settlement lists what each agent collected and has not handed in. Click Settle, count the cash, record what was handed in, and charge any shortfall to the agent. Sales Agents → Agent debts lists what agents owe, from cash shortfalls or stock shortages; it is deducted from their next commission unless repaid or waived.
How to Read the Sales Agents Dashboard and Reports
Sales Agents → Dashboard shows commission earned, eligible sales and the effective rate, commissions awaiting approval, approved and paid, active agents, stock with agents, open variances and agent debts. Agent reports gives 15 reports, from the commission summary to stock issued, reconciliation variance and cash settlements, by period, agent and branch.
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