##Before Operations##
~ Setup Commission based on Item ~
Guide: Login StockOnline menu > Maintenance > Item > Open Item to edit > Choose Commission Type, either in Percentage or Amount > Set the Commission Rate
*This is only for registered item. If no item yet, need to “Add New” .
Next,
Click Options > Pick Promoter, choose Multiple > Submit.
~ To Setup User Group ~
Guide: From StockOnline menu > Setup > User Group > Add New user Group
Next,
Fill in the User Group Code and User Group Name > tick Grant Access to ITG
*Example as below. Edit the permission as boss desired.
Scroll down, choose Waiter as the Operator Type > Submit.
~ To Setup User Account ~
Guide: From StockOnline menu > Setup > User Account > Add New User Account
Fill in the User Account Code, Name, Password > tick Outlet Access Mapping > choose Promoter Group > Submit.
*Example as below. Do for other promoter too with different User Account Code, Name and Password.
##During Operations##
- After finishing the Setup in StockOnline, next move on to the ITG POS system. Login and Refresh the system.
Reminder: This Commission System can be applied to any service type (F&B, Retails, Quick Service)
- Selecting Item and Promoter in ITG
From the Main Menu > Dine In / Take Away / Quick Service / Retail
*in this example, we choose Dine In
During taking an order,
Select the Item > choose Promoter > click Select (ctrl+Right)
The outcome should be as below.
Click Done.
*need to choose promoter each and everytime an item is selected.
Example of final display before payment is as below.
The name of Promoter is displayed under item. Proceed the payment as usual.
##After Operations##
- Viewing the Commission Report in ITG and StockOnline
After done dealing with sales, Boss and Manager can view the report in ITG (front-end) and StockOnline (back-end).
// View Commission Report in ITG //
Guide: From ITG Main Menu > Report.
A POS Reports menu will be displayed. Example as below.
No | To view: | System Guide |
1. | Promoter Commission by day | Sales > Scroll down, click Promoter Sales Summary > Set Date > Preview |
2. | Item Commission for Promoter by day | Sales > Scroll down, click Promoter Sales Details > Set Date > Preview |
3. | Promoter Commission by week/month | Month End > Scroll down, click Monthly Promoter Sales Summary > Set Date > Preview |
4. | Item Commission for Promoter by week/month | Month End > Scroll down, click Monthly Promoter Sales Details > Set Date > Preview |
Reminder: Viewer may export the reports in PDS or XLS, and print the reports.
Example of Promoter Sales Summary by day.
Example of Promoter Sales Details by day
##View Commission Report in StockOnline##
Guide: From StockOnline > Report > Employee category: 2.Employee Report > Sales Commission Report
In Sales Commission Report, pick the Date, choose Promoter, Outlet > click type file ( PDF / EXCEL / WORD / IMAGE ).
Example of Sales Commission Report for one Promoter in PDF.
Sales Commission Report contains the Date, the Promoter, Outlet, Transaction Details of item, the commission rate and Commission Amount.