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The Commission System
The commission system in Clik Service works on a user being set up as an account manager who can earn a percentage of each item added to an invoice. The user’s sales for the month can then be calculated automatically through the staff database.
Before You Start
You will need administration privileges with access to the staff database to set up and configure the commission system.
Staff Configuration
Go to Settings > Staff.
Tick the ‘Account Manager’ box for each member of staff you want to calculate commission for.
Next, click Salary > New Salary.
You don’t need to enter a ‘Monthly Rate’ or ’Hourly Rate‘, but you must enter the correct values for ‘Commission starts at…‘ and ‘Target‘.
If you do not enter a ‘Commission starts at…‘ value, then all sales will be subjected to commission calculations.
Click ‘Done‘ and then ‘Save‘.
Repeat this procedure for each member of staff, then click ‘Save & Close‘.
How Commission is Calculated
Tick the ‘Commissioned‘ box under the financial tab of the relevant CRM entry.
Make sure the company’s account manager is also set to the correct member of staff to calculate their commission.
When invoices are raised for the customer, each individual item can have a percent of commission calculated. If items are added to an invoice manually, using ‘Add Item‘, this has to be added manually each time.
If items are added from the products database, using ‘Add from products‘, then the commission value can be pre-defined in the ‘Products’ module.
The invoice also has a commissioned tick box, which will be ticked by default if the same flag is set in CRM. You can untick/tick this on a per invoice basis if required.
Reporting Commission
To run a report on monthly commission, go to Settings > Staff. Then click on Tools > Calculate Commission.
You can then filter by the individual or select all users. Adjust the month using the drop-down.
To print the commission report, click ‘Print’.
